Marvell Technology Group Ltd (MRVL · NASDAQ)
MRVL · MARKET VIEW
Market view · as of Sep 21, 2026
Price (last ~year)
Marvell shares closed at $244.25, up 1.4% on the day but down 11.7% over three months, with recent swings including a 5.2% jump on an expanded GlobalFoundries SiGe capacity deal and a 7.6% drop amid broader AI-development concerns. Revenue grew 36.5% YoY to $9.45B TTM, with the latest quarter's revenue of $2.74B up sequentially from $2.42B, though the most recent quarter missed EPS estimates ($0.62 vs. $0.65) after three prior beats. The stock trades at a P/E of 80.61 and EV/EBITDA of 46.51, well above the $289.04 analyst target's implied positioning, with a beta of 2.253. Balance sheet remains solid with $3.93B cash against $5.29B total debt (1.9x Debt/EBITDA) and a 3.17 current ratio.
Valuation
- Market cap
- $219.51B
- P/E
- 80.61
- PEG
- 1.298
- P/B
- 11.85
- P/S
- 23.23
- EV/EBITDA
- 46.51
- Beta
- 2.253
- Analyst target
- $289.04
Quality & returns
- Gross margin
- 52.2%
- Operating margin
- 16.7%
- Profit margin
- 27.9%
- ROE
- 16.5%
- ROA
- 4.1%
Price movement
- Last
- $244.25
- 1-month
- -2.7%
- 3-month
- -11.7%
- RSI (14)
- 64
- vs SMA200
- +54.2%
- 52-wk position
- 70.3% -22.8% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-07-31 | $2.74B | $456.9M | $308.0M | $764.9M |
| 2026-04-30 | $2.42B | $350.1M | $34.5M | $660.0M |
| 2026-01-31 | $2.22B | $413.9M | $396.1M | $749.4M |
| 2025-10-31 | $2.07B | $357.8M | $1.90B | $2.58B |
Recent news
- Somewhat-Bullish Marvell Jumps 5.2% as AI Optics Win More U.S. Capacity · 2026-09-17
- Bullish Microsoft, Marvell and Utimaco to Deliver Industry-first Secure, Cloud-scale Payments Solution · 2026-09-17
- Somewhat-Bullish GlobalFoundries and Marvell expand collaboration for next-generation optical connectivity · 2026-09-17
- Somewhat-Bullish GlobalFoundries and Marvell expand SiGe deal for AI data centers · 2026-09-17
- Bearish Marvell Technology Shares Fall 7.6% as AI Development Debate Weighs on Chip Stocks · 2026-09-14
- Somewhat-Bullish Bank of America has strong message for Marvell stock investors · 2026-09-14
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)