Marvell Technology reported $8.195 billion in revenue for fiscal 2026, up 42%, with a strong Q1 FY2027 showing 27.6% revenue growth and a 35% operating margin. The company secured a significant long-term commercial agreement with Google, potentially worth $120 billion in custom AI product purchases through 2033, indicating strong demand and a broad customer base across major US hyperscalers. Recent acquisitions in photonic fabric and chiplet connectivity enhance its technology portfolio. Despite some risks from integration costs and stock compensation, Marvell expects accelerating revenue growth and custom chip sales to more than double by fiscal 2028, making it a compelling buy for investors focused on AI and data center markets.
Marvell Technology reported a strong Q2 with revenue up 37% year-over-year and slight beats on revenue and earnings per share. The data center segment grew 46% YoY, driven by demand for AI and custom ASICs, with management forecasting over 60% growth...
Marvell Technology reported a 37% revenue increase in Q2, beating estimates but growing slower than AI chip leaders like Nvidia and Broadcom. Despite management's optimistic guidance for 50% revenue growth in Q3, Marvell's stock valuation remains hig...
In 2026, the VanEck Semiconductor ETF (SMH) returned an impressive 87.86%, largely driven by heavy holdings in NVIDIA and Taiwan Semiconductor. However, three other semiconductor ETFs—Invesco Semiconductors ETF (PSI), Xtrackers Semiconductor Select E...
Marvell Technology reported a 37% year-over-year revenue increase to $2.7 billion in Q2 2026, surpassing analyst expectations. The company’s data center segment saw a 46% revenue rise to $2.2 billion, fueling overall growth. Adjusted earnings per sha...
Marvell Technology is set to report its Q3 earnings on August 27, 2026, with analysts forecasting earnings per share of $0.93 and revenue of $2.72 billion, reflecting a 35% year-over-year increase. This growth is fueled by strong demand in the AI chi...
