Marvell Technology has seen its shares rise over 150% this year due to strong growth in its AI-focused data center business, which now makes up 79% of its revenue. Despite a recent pause in stock price gains, Wall Street remains bullish with a consensus target of $285 and internal models suggesting even higher potential, up to $356 or beyond. The company expects continued revenue acceleration driven by AI-related bookings, custom silicon, and new optics markets. Reaching $400 per share in 2027 would require significant earnings growth and multiple expansion but is considered possible if fiscal 2028 estimates keep rising and partnerships like Google’s bear fruit. Risks include hyperscalers developing their own chips, which could limit Marvell's growth.
Marvell Technology shares trade at USD 224.47 on Pluang as of Sep 15, 2026, 22:42 WIB, up 2.58% in the last day. The stock remains well below its 52-week high of USD 316.43 but significantly above its 52-week low of USD 67.43, reflecting ongoing investor interest amid the AI growth story. The company’s market cap stands at $196.65 billion, underscoring its major presence in the technology sector.
Shares of major chipmakers like Marvell, AMD, and Intel dropped sharply after Lam Research, a chip equipment supplier, warned of ongoing supply chain constraints that could limit semiconductor production into 2027. This supply squeeze is hitting comp...
Credo Technology's stock has dropped 23.39% over three months despite delivering a strong quarter with 114.7% revenue growth and beating earnings estimates. The selloff followed concerns over margin contraction and customer concentration after a majo...
The AI investment trend is moving beyond GPU makers to focus on custom silicon, optical connectivity, and edge devices, benefiting chipmakers Marvell, Intel, and Qualcomm. Marvell, with strong data center revenue growth and custom silicon deals, coul...
Hedge funds sold technology stocks at the fastest rate in over ten years during the week ending October 15, 2026, with semiconductor stocks taking the biggest hit. This selling was primarily long liquidation, meaning funds sold shares they already ow...
Marvell is set to distribute its final dividend of 2023 on October 29, paying $0.06 per share to shareholders of record as of October 10. This dividend rate has remained steady since the company began paying dividends in 2012, reflecting a modest yie...
