Morgan Stanley Picks Broadcom Over Marvell -- Calls It "Top AI Chip Play" for 2026
AI Sentiment
Highly Positive
8/10
as of 03-09-2026 11:48am EST
Marvell Technology is a fabless chip designer focused on wired networking, where it has the second-highest market share. Marvell serves the data center, carrier, enterprise, automotive, and consumer end markets with processors, optical and copper transceivers, switches, and storage controllers.
| Founded: | 1995 | Country: | United States |
| Employees: | N/A | City: | WILMINGTON |
| Market Cap: | 66.6B | IPO Year: | 2020 |
| Target Price: | $116.34 | AVG Volume (30 days): | 14.1M |
| Analyst Decision: | Strong Buy | Number of Analysts: | 32 |
| Dividend Yield: | Dividend Payout Frequency: | monthly | |
| EPS: | 2.61 | EPS Growth: | 5.56 |
| 52 Week Low/High: | $47.09 - $102.77 | Next Earning Date: | 06-03-2026 |
| Revenue: | $5,767,300,000 | Revenue Growth: | 4.71% |
| Revenue Growth (this year): | 24.4% | Revenue Growth (next year): | 0.13% |
| P/E Ratio: | 34.28 | Index: | |
| Free Cash Flow: | 1.4B | FCF Growth: | -0.01% |
EVP & Chief Legal Officer
Avg Cost/Share
$93.08
Shares
5,000
Total Value
$465,400.00
Owned After
19,418
SEC Form 4
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| Casper Mark | MRVL | EVP & Chief Legal Officer | Jan 5, 2026 | Sell | $93.08 | 5,000 | $465,400.00 | 19,418 |
SEC 8-K filings with transcript text
Mar 5, 2026 Β· 100% conf.
1D
+4.85%
$79.87
5D
+5.50%
$80.37
20D
+6.70%
$81.28
mrvl-202603050001835632false00018356322026-03-052026-03-05
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report: March 5, 2026 (Date of earliest event reported)
(Exact name of registrant as specified in its charter)
Delaware 001-40357 85-3971597
(State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.)
1000 N. West Street, Suite 1200 Wilmington, Delaware 19801 (Address of principal executive offices, including Zip Code) (302) 295-4840 (Registrantβs telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: β Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
β Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
β Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
β Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol Name of each exchange on which registered
Common StockMRVLThe Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (Β§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (Β§240.12b-2 of this chapter).Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Emerging growth companyΒ Β Β Β β If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.Β Β Β Β Β¨
Item 2.02 Results of Operations and Financial Condition.
The information in Item 2.02 of this Current Report, including the accompanying Exhibit 99.1, is being furnished and shall not be deemed βfiledβ for the purposes of SectionΒ 18 of the Securities Exchange Act of 1934, as amended (the βExchange Actβ), or otherwise subject to the liabilities of Section 18. The information in Item 2.02 of this Current Report shall not be incorporated by reference into any registration statement or other document filed pursuant to the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language contained in such filing.
On March 5, 2026, Marvell Technology, Inc. (βMarvellβ) issued a press release reporting its financial results for the fourth fiscal quarter and fiscal year 2026 ended JanuaryΒ 31, 2026. A copy of the press release is furnished herewith as ExhibitΒ 99.1.
Marvell will conduct a conference call on Thursday, March 5, 2026 at 1:45 p.m. Pacific Time to discuss results for the fourth fiscal quarter and fiscal year ending JanuaryΒ 31, 2026. The call will be webcast and can be accessed at the Marvell Investor Relations website at http://investor.marvell.com/. Interested parties may also join the live conference call via telephone by using the βCall me TMβ link provided in the press release on February 9, 2026, and on the Quarterly Earnings section of the Marvell Investor Relations website, to receive an instant automated call back. To join the call via telephone with operator assistance, please dial 1-877-407-8291 or 1-201-689-8345. A replay of the call can be accessed by dialing 1-877-660-6853 or 1-201-612-7415, passcode 13758656 until Thursday, March 12, 2026.
Item 9.01Β Β Β Β Financial Statements and Exhibits.
(d)Β Β Β Β Exhibits. 99.1Β Β Β Β Press Release dated March 5, 2026, titled βMarvell Technology, Inc. Reports Fourth Quarter and Fiscal Year 2026 Financial Resultsβ 104Β Β Β Β Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: March 5, 2026By:/s/ WILLEM MEINTJES
Willem Meintjes Chief Financial Officer
Dec 2, 2025 Β· 100% conf.
1D
-5.82%
$87.55
Act: +7.50%
5D
-11.87%
$81.92
Act: -4.28%
20D
-6.54%
$86.87
Act: -8.58%
mrvl-202512020001835632false00018356322025-12-022025-12-02
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report: December 2, 2025 (Date of earliest event reported)
(Exact name of registrant as specified in its charter)
Delaware 001-4035785-3971597
(State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.)
1000 N. West Street, Suite 1200 Wilmington, Delaware 19801 (Address of principal executive offices, including Zip Code) (302) 295-4840 (Registrantβs telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: β Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
β Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
β Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
β Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act: Title of each classΒ Trading Symbol Name of each exchange on which registered
Common StockΒ MRVLΒ The Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (Β§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (Β§240.12b-2 of this chapter).Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Emerging growth companyΒ Β Β Β β If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.Β Β Β Β Β¨
Item 2.02 Results of Operations and Financial Condition.
The information in Item 2.02 of this Current Report, including the accompanying Exhibit 99.1, is being furnished and shall not be deemed βfiledβ for the purposes of SectionΒ 18 of the Securities Exchange Act of 1934, as amended (the βExchange Actβ), or otherwise subject to the liabilities of Section 18. The information in Item 2.02 of this Current Report shall not be incorporated by reference into any registration statement or other document filed pursuant to the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language contained in such filing.
On December 2, 2025, Marvell Technology, Inc. (βMarvellβ) issued a press release reporting its financial results for the third quarter of fiscal year 2026 ended NovemberΒ 1, 2025. A copy of the press release is furnished herewith as ExhibitΒ 99.1.
Marvell will conduct a conference call on Tuesday, December 2, 2025 at 1:45 p.m. Pacific Time to discuss results for the third quarter of fiscal year 2026. The call will be webcast and can be accessed at the Marvell Investor Relations website at http://investor.marvell.com/. Interested parties may also join the live conference call via telephone by using the βCall me TMβ link provided in the press release on November 4, 2025, and on the Quarterly Earnings section of the Marvell Investor Relations website, to receive an instant automated call back. To join the call via telephone with operator assistance, please dial 1-877-407-8291 or 1-201-689-8345. A replay of the call can be accessed by dialing 1-877-660-6853 or 1-201-612-7415, passcode 13757043 until Tuesday, December 9, 2025.
Item 9.01Β Β Β Β Financial Statements and Exhibits.
(d)Β Β Β Β Exhibits. 99.1Β Β Β Β Press Release dated December 2, 2025, titled βMarvell Technology, Inc. Reports Third Quarter of Fiscal Year 2026 Financial Resultsβ 104Β Β Β Β Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: December 2, 2025By:/S/ WILLEM MEINTJES
Willem Meintjes Chief Financial Officer
Aug 28, 2025
mrvl-202508280001835632false00018356322025-08-282025-08-28
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report: August 28, 2025 (Date of earliest event reported)
(Exact name of registrant as specified in its charter)
Delaware 001-4035785-3971597
(State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.)
1000 N. West Street, Suite 1200 Wilmington, Delaware 19801 (Address of principal executive offices, including Zip Code) (302) 295-4840 (Registrantβs telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: β Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
β Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
β Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
β Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act: Title of each classΒ Trading Symbol Name of each exchange on which registered
Common StockΒ MRVLΒ The Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (Β§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (Β§240.12b-2 of this chapter).Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Emerging growth companyΒ Β Β Β β If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.Β Β Β Β Β¨
Item 2.02 Results of Operations and Financial Condition.
The information in Item 2.02 of this Current Report, including the accompanying Exhibit 99.1, is being furnished and shall not be deemed βfiledβ for the purposes of SectionΒ 18 of the Securities Exchange Act of 1934, as amended (the βExchange Actβ), or otherwise subject to the liabilities of Section 18. The information in Item 2.02 of this Current Report shall not be incorporated by reference into any registration statement or other document filed pursuant to the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language contained in such filing.
On August 28, 2025, Marvell Technology, Inc. (βMarvellβ) issued a press release reporting its financial results for the second quarter of fiscal year 2026 ended AugustΒ 2, 2025. A copy of the press release is furnished herewith as ExhibitΒ 99.1.
Marvell will conduct a conference call on Thursday, August 28, 2025 at 1:45 p.m. Pacific Time to discuss results for the second quarter of fiscal year 2026. The call will be webcast and can be accessed at the Marvell Investor Relations website at http://investor.marvell.com/. Interested parties may also join the live conference call via telephone by using the βCall me TMβ link provided in the press release on August 4, 2025, and on the Quarterly Earnings section of the Marvell Investor Relations website, to receive an instant automated call back. To join the call via telephone with operator assistance, please dial 1-877-407-8291 or 1-201-689-8345. A replay of the call can be accessed by dialing 1-877-660-6853 or 1-201-612-7415, passcode 13755272 until Thursday, September 4, 2025.
Item 9.01Β Β Β Β Financial Statements and Exhibits.
(d)Β Β Β Β Exhibits. 99.1Β Β Β Β Press Release dated August 28, 2025, titled βMarvell Technology, Inc. Reports Second Quarter of Fiscal Year 2026 Financial Resultsβ 104Β Β Β Β Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: August 28, 2025By:/S/ WILLEM MEINTJES
Willem Meintjes Chief Financial Officer
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