Zacks Investment Research·18h ago
Lumentum to Demonstrate DWDM ELSFP at ECOC 2026: What's Ahead?LITE's eight-wavelength DWDM ELSFP push targets CPO and NPO architectures as AI optical demand rises and rivals expand aggressively.
Marvell is experiencing a powerful growth inflection, with Q2 FY27 revenue accelerating 36.5% year-over-year to $2.7B, driven by the ramp of custom AI silicon and 800G optical connectivity for hyperscale data centers. However, this growth trajectory is accompa...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 36.5% year-over-year in Q2 FY27, yet gross margins of 53.1% remain structurally below peers, suggesting the custom silicon model may permanently cap profitability.
Marvell Technology's growth is heavily driven by its data center solutions, which are a key focus of bullish investment theses.
The company's expansion in custom ASICs is highlighted as a significant driver for future growth and competitive advantage.
Marvell's strong electro-optics solutions are noted as a bullish factor, contributing to its technological leadership and market position.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 27, 2026 | $0.94+0.6% vs $0.93 | $2.7B+0.7% vs $2.7B |
Q2 2026 May 27, 2026 | $0.80+0.3% vs $0.80 | $2.4B+0.5% vs $2.4B |
Q2 2026 Mar 5, 2026 | $0.80+1.0% vs $0.79 | $2.2B+0.5% vs $2.2B |
Q4 2025 Dec 2, 2025 | $0.76+2.3% vs $0.74 | $2.1B+0.3% vs $2.1B |
LITE's eight-wavelength DWDM ELSFP push targets CPO and NPO architectures as AI optical demand rises and rivals expand aggressively.
Marvell, AMD, and Broadcom are all sitting above Wall Street's consensus targets right now, yet one bold analyst sees each of them with meaningful room left to run before 2027 ends.
Marvell Technology is poised to deliver a massive acceleration in revenue and earnings growth over the next five years. The stock may seem expensive at first, but it can justify its valuation due to the lucrative AI infrastructure market it serves.
Shares of Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) opened higher Monday, trading at $248 in the first hour, up 1.5% on the session after the company unveiled the industry's first 2nm optical interconnect demonstrations for AI data centers.
Benchmark MRVL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Marvell Technology, Inc. (MRVL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $262.36 | $229.51B | 85.46 | 42.09% | 32.58% | 19.25% | 0.09% | |
| $364.54 | $1.73T | 76.42 | 23.87% | 41.87% | 44.01% | — | |
| $198.27 | $208.18B | 39.57 | 13.66% | 21.01% | 37.33% | — | |
| $75.82 | $41.17B | 291.62 | 7.08% | 8.8% | 6.9% | — | |
| $89.96 | $13.54B | 29.21 | -2.18% | 7.23% | 5.04% | — | |
| $1380.62 | $67.83B | 108.28 | 26.43% | 24.41% | 21.78% | — |
Marvell Technology, Inc. (MRVL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Marvell Technology, Inc. (MRVL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 27, 2026·SEC
Aug 19, 2026·SEC
May 27, 2026·SEC
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Marvell Technology, Inc. (MRVL) stock FAQ — growth, dividends, profitability & financials explained
Marvell Technology, Inc. (MRVL) reported $9.45B in revenue for fiscal year 2026. This represents a 11513% increase from $81.4M in 2000.
Marvell Technology, Inc. (MRVL) grew revenue by 42.1% over the past year. This is strong growth.
Yes, Marvell Technology, Inc. (MRVL) is profitable, generating $2.64B in net income for fiscal year 2026 (32.6% net margin).
Marvell Technology, Inc. (MRVL) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
Marvell Technology, Inc. (MRVL) has a return on equity (ROE) of 19.3%. This is reasonable for most industries.
Marvell Technology, Inc. (MRVL) generated $1.73B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
