Added to YB: 2026-08-31
Pitch date: 2026-08-28
MRVL [neutral]
Marvell Technology, Inc.
Author Info
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Company Info
Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.
Market Cap
$211.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
73.53
P/E
81.12
EV/Sales
22.51
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Marvell Technology posts record Q2 revenue $2.73B, beats guidance and raises FY2027-28 revenue outlook on data center AI demand
MRVL (earnings): Marvell reported Q2 revenue of $2.7B, up 37% year over year, and adjusted EPS of $0.94 versus the $0.92 estimate, while data-center revenue rose 46% to $2.2B. Management called AI-related bookings exceptionally robust, raised its fiscal 2027 and 2028 revenue outlooks, and issued Q3 guidance above estimates. Non-GAAP gross margin declined 50 basis points to 58.9% and is guided to 57.5-58.5%.
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