Analisi facoltativa del prodotto
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Marvell Technology Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $237.4B | |
|---|---|---|
| P/E (forward) | 62.1x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-01-29 | 2023-01-28 | 2024-02-03 | 2025-02-01 | 2026-01-31 | Trend |
| Revenue | $4.46B | $5.92B | $5.51B | $5.77B | $8.19B | +16.4% |
| Gross profit | $2.06B | $2.99B | $2.29B | $2.38B | $4.18B | +19.3% |
| Operating income | $-347.7M | $238.0M | $-567.7M | $-720.3M | $1.32B | — |
| Net income | $-421.0M | $-163.5M | $-933.4M | $-885.0M | $2.67B | — |
| EPS (diluted) | $-0.53 | $-0.19 | $-1.08 | $-1.02 | $3.07 | — |
| EBITDA | $901.1M | $1.65B | $850.7M | $651.6M | $4.54B | +49.8% |
| R&D | $1.42B | $1.78B | $1.90B | $1.95B | $2.08B | +9.9% |
| SG&A | $955.3M | $843.6M | $834.0M | $798.2M | $767.1M | -5.3% |
Recent company headlines from major financial publishers.
Marvell delivers on management's guided ramp, reaching approximately $12.0 billion in FY2027 and $18.0 billion in FY2028, driven by ~60% data center growth. Non-GAAP operating margins expand to 38.5% in FY2028, while GAAP gross margins remain pressured in the 53%-54% range by custom silicon packaging pass-through costs. Operating earnings expand toward $6.76 per share in FY2028, but growth decelerates in out-years toward steady-state compounder rates.
Consolidated revenue surpasses management's FY2028 guidance, exceeding $19.5 billion as custom compute accelerators (XPUs) and 800G/1.6T PAM4 optical DSPs expand across multiple tier-1 hyperscalers beyond Customer A. Non-GAAP operating margins reach the top end of the 38%-40% long-term target, delivering robust cash generation and earnings expansion.
| Ke ↓ / g → | 2.5% | 3.0% | 3.5% | 4.0% | 4.5% |
|---|---|---|---|---|---|
| 11.0% | $140 | $143 | $146 | $150 | $155 |
| 12.0% | $130 | $132 | $135 | $138 | $141 |
| 13.0% | $121 | $123 | $124 | $127 | $130 |
| 14.0% | $114 | $115 | $117 | $119 | $121 |
| 15.0% | $107 | $109 | $110 | $111 | $113 |
Upcoming earnings date and setup when available.
Il rating riportato dall'edizione di ricerca pubblicata ogni mese. Un rating confronta il prezzo alla data dell'analisi con il valore equo; non indica se la valutazione si è rivelata corretta.
| Anno | gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
