Analyst Consensus ?
ConsensusBuy73 ratings
Bullish6183.5%
Neutral1115.1%
Bearish11.4%
Marvell Technology, Inc. · MRVL · FY2025 Q4 · Calendar Q1 2025
Marvell highlights AI silicon growth, but execution risks remain
The supplied analysis supports the view that resilient AI and data-center demand can support Marvell’s growth over the next year, but the case depends on hyperscaler program ramps, inventory discipline and successful advanced-node execution.
Reported After market closeNASDAQTechnology
$199.53B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.59
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.80B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-19.8%
Event window
SPY move
-1.8%
Same window
Abnormal move
-18.0%
Stock minus SPY
Volume
3.8×
Versus trailing sessions
Subsequent drift
-23.0%
Up to 20 sessions
MRVLSPY benchmark
Ask FN2 about MRVL FY2025 Q4
Transcript, numbers and history already loaded
What drove MRVL's -19.8% move after FY2025 Q4 earnings?What changed in MRVL's guidance and outlook in FY2025 Q4?Give me the bull and bear case for MRVL after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, the analysis shows progression from anticipated AI-silicon and optics ramps to reported high-volume production, GAAP profitability and a dedicated data-center organization. The focus remains growth-led, while inventory and customer concentration make execution more important.
Guidance delta
Management maintained its outlook, including guidance for more than 60% year-over-year revenue growth in Q1 FY2026 and continued double-digit cloud and AI growth.
Key takeaways
- AI data-center revenue growth and custom silicon ramps remain the central growth drivers.
- Management reported GAAP profitability in Q4 and emphasized cash generation and capital returns.
- The data-center strategy is broadening across custom silicon, optical interconnects and Ethernet.
- The main test is whether hyperscaler demand and advanced-node execution support the planned growth.
Management priorities
- Ramp custom AI XPU, CPU and NIC programs into high-volume production.
- Scale 800-gigabit, 1.6-terabit and co-packaged-optics products.
- Commercialize next-generation silicon IP and maintain focus on data-center growth.
- Target 20% non-GAAP operating margin over the longer term.
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Analyst 52W Price Targets
$227.83Current
$53Low
$214.77Average
$450High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 17, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wolfe Research | Outperform | Outperform | Maintain | Oct 7, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Oct 7, 2026 |
| UBS | Buy | Buy | Maintain | Oct 7, 2026 |
| TD Cowen | Buy | Hold | Upgrade | Oct 7, 2026 |
| Susquehanna | Positive | Positive | Maintain | Oct 7, 2026 |
| StoneX | Buy | Buy | Maintain | Oct 7, 2026 |
| Stifel | Buy | Buy | Maintain | Oct 7, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Oct 7, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Oct 7, 2026 |
| Needham | Buy | Buy | Maintain | Oct 7, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Oct 7, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Oct 7, 2026 |
| Jefferies | Buy | Buy | Maintain | Oct 7, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Oct 7, 2026 |
| Cantor Fitzgerald | Neutral | Neutral | Maintain | Oct 7, 2026 |
| Rosenblatt | Buy | Buy | Maintain | Aug 28, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Aug 28, 2026 |
| Craig-Hallum | Buy | Buy | Maintain | Aug 28, 2026 |
| B. Riley Securities | Buy | Buy | Maintain | Aug 28, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 21, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Aug 21, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Jul 14, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jun 23, 2026 |
| Barclays | Overweight | Overweight | Maintain | May 29, 2026 |
| Roth Capital | Buy | Buy | Maintain | May 28, 2026 |
| Benchmark | Buy | Buy | Maintain | May 28, 2026 |
| HSBC | Buy | Hold | Upgrade | May 26, 2026 |
| KGI Securities | Outperform | Neutral | Upgrade | Mar 6, 2026 |
| Melius Research | Buy | Hold | Upgrade | Jan 5, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Dec 3, 2025 |
| Deutsche Bank | Buy | Buy | Maintain | Dec 3, 2025 |
| Raymond James | Outperform | Outperform | Maintain | May 30, 2025 |
| Loop Capital | Buy | Buy | Maintain | May 30, 2025 |
| Roth MKM | Buy | Buy | Maintain | Apr 12, 2024 |
| Argus Research | Buy | Buy | Maintain | Mar 12, 2024 |
| Summit Insights Group | Buy | Hold | Upgrade | Mar 8, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | Mar 3, 2023 |
| Exane BNP Paribas | Outperform | Outperform | Maintain | Sep 13, 2022 |
| Cowen & Co. | Outperform | Outperform | Maintain | May 27, 2022 |
| CFRA | Buy | Buy | Maintain | May 29, 2020 |
| B. Riley FBR | Buy | Buy | Maintain | May 29, 2020 |
| SMBC Nikko | Outperform | Outperform | Maintain | Feb 11, 2020 |
| William Blair | Outperform | Outperform | Maintain | Jul 15, 2019 |
| MKM Partners | Buy | Buy | Maintain | May 31, 2019 |
| Citi | Buy | Buy | Maintain | May 31, 2019 |
| Bank of America | Buy | Buy | Maintain | Apr 17, 2019 |
| Macquarie | Outperform | Neutral | Upgrade | Feb 19, 2019 |
| Stifel Nicolaus | Buy | Hold | Upgrade | Oct 12, 2018 |
| Longbow Research | Buy | Buy | Maintain | Apr 18, 2018 |
| Argus | Buy | Buy | Maintain | Mar 7, 2018 |
| PiperJaffray | Overweight | Overweight | Maintain | Dec 19, 2017 |
| Pacific Crest | Overweight | Sector Weight | Upgrade | Jun 20, 2017 |
| Stephens & Co. | Overweight | Overweight | Maintain | Aug 31, 2016 |
| Northland Securities | Outperform | Market Perform | Upgrade | Jul 28, 2016 |
| Brean Capital | Buy | Hold | Upgrade | Apr 14, 2016 |
| Standpoint Research | Hold | Buy | Downgrade | Apr 6, 2016 |
| B. Riley | Buy | Buy | Maintain | Feb 8, 2016 |
| Nomura | Neutral | Buy | Downgrade | Oct 12, 2015 |
| FBR Capital | Market Perform | Market Perform | Maintain | Sep 28, 2015 |
| JMP Securities | Market Underperform | Market Underperform | Maintain | Sep 15, 2015 |
| Ladenburg Thalmann | Buy | Neutral | Upgrade | Aug 19, 2015 |
| Williams Financial | Buy | Buy | Maintain | Nov 22, 2013 |
| Lazard | Buy | Neutral | Upgrade | Jul 1, 2013 |
| Standpoint | Buy | Accumulate | Maintain | Mar 4, 2013 |
| DA Davidson | Buy | Buy | Maintain | Feb 22, 2013 |
| Wunderlich | Hold | Hold | Maintain | Dec 28, 2012 |
| Williams Capital | Buy | Buy | Maintain | Nov 14, 2012 |
| BOE Securities | Hold | Buy | Downgrade | Oct 24, 2012 |
| ACI Research | Hold | Sell | Upgrade | Oct 19, 2012 |
| ISI Group | Hold | Hold | Maintain | Oct 8, 2012 |
| Canaccord Genuity | Hold | Buy | Downgrade | Sep 26, 2012 |
| Morgan Keegan | Outperform | Outperform | Maintain | Feb 24, 2012 |
| Auriga | Buy | Buy | Maintain | Feb 24, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $227.83. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wolfe Research | Chris Caso | $375 | $280.71 | +64.6% | Oct 7, 2026 |
| Craig-Hallum | Analyst unavailable | $380 | $281.04 | +66.8% | Oct 7, 2026 |
| RBC Capital | Srini Pajjuri | $425 | $280.5 | +86.5% | Oct 7, 2026 |
| Oppenheimer | Analyst unavailable | $425 | $279.67 | +86.5% | Oct 7, 2026 |
| BMO Capital | Analyst unavailable | $325 | $279.9 | +42.7% | Oct 7, 2026 |
| Goldman Sachs | James Schneider | $270 | $287.01 | +18.5% | Oct 7, 2026 |
| Susquehanna | Analyst unavailable | $340 | $287.01 | +49.2% | Oct 7, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $350 | $287.01 | +53.6% | Oct 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $370 | $287.01 | +62.4% | Oct 7, 2026 |
| UBS | Analyst unavailable | $350 | $287.01 | +53.6% | Oct 7, 2026 |
| Morgan Stanley | Joseph Moore | $300 | $287.01 | +31.7% | Oct 7, 2026 |
| Needham | Quinn Bolton | $400 | $287.01 | +75.6% | Oct 7, 2026 |
| Piper Sandler | David O\'Connor | $400 | $287.01 | +75.6% | Oct 7, 2026 |
| Wells Fargo | Aaron Rakers | $365 | $287.01 | +60.2% | Oct 7, 2026 |
| Jefferies | Analyst unavailable | $450 | $287.01 | +97.5% | Oct 6, 2026 |
| Evercore ISI | Analyst unavailable | $433 | $287.01 | +90.1% | Oct 6, 2026 |
| Raymond James | Simon Leopold | $295 | $287.01 | +29.5% | Oct 6, 2026 |
| RBC Capital | Srini Pajjuri | $360 | $250.13 | +58.0% | Sep 28, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $330 | $254.02 | +44.8% | Sep 28, 2026 |
| Seaport Global | Analyst unavailable | $270 | $262.36 | +18.5% | Sep 22, 2026 |
| Morgan Stanley | Analyst unavailable | $268 | $244.25 | +17.6% | Sep 21, 2026 |
| Piper Sandler | Analyst unavailable | $270 | $235.01 | +18.5% | Sep 9, 2026 |
| Craig-Hallum | Christian Schwab | $300 | $222.18 | +31.7% | Aug 28, 2026 |
| Oppenheimer | Analyst unavailable | $325 | $241.45 | +42.7% | Aug 28, 2026 |
| Needham | Analyst unavailable | $300 | $241.45 | +31.7% | Aug 28, 2026 |
| Goldman Sachs | James Schneider | $220 | $241.45 | -3.4% | Aug 28, 2026 |
| Wolfe Research | Chris Caso | $280 | $241.45 | +22.9% | Aug 28, 2026 |
| Morgan Stanley | Joseph Moore | $246 | $241.45 | +8.0% | Aug 28, 2026 |
| Susquehanna | Analyst unavailable | $265 | $229.29 | +16.3% | Aug 25, 2026 |
| UBS | Analyst unavailable | $275 | $227.68 | +20.7% | Aug 24, 2026 |
| Morgan Stanley | Analyst unavailable | $224 | $223.81 | -1.7% | Aug 24, 2026 |
| Wells Fargo | Analyst unavailable | $310 | $237.04 | +36.1% | Aug 24, 2026 |
| Oppenheimer | Rick Schafer | $300 | $244.56 | +31.7% | Aug 21, 2026 |
| BMO Capital | Analyst unavailable | $250 | $251.01 | +9.7% | Aug 20, 2026 |
| Roth Capital | Analyst unavailable | $350 | $246.38 | +53.6% | Aug 20, 2026 |
| Jefferies | Analyst unavailable | $325 | $245.16 | +42.7% | Aug 20, 2026 |
| UBS | Analyst unavailable | $310 | $237.27 | +36.1% | Aug 20, 2026 |
| D.A. Davidson | Analyst unavailable | $225 | $212.78 | -1.2% | Aug 18, 2026 |
| UBS | Analyst unavailable | $300 | $222.02 | +31.7% | Aug 17, 2026 |
| Goldman Sachs | James Schneider | $195 | $217.08 | -14.4% | Aug 12, 2026 |
| KeyBanc | Analyst unavailable | $400 | $217.53 | +75.6% | Jul 14, 2026 |
| UBS | Timothy Arcuri | $340 | $252.04 | +49.2% | Jun 29, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $300 | $266.77 | +31.7% | Jun 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $350 | $279.04 | +53.6% | Jun 24, 2026 |
| KeyBanc | John Vinh | $385 | $289.54 | +69.0% | Jun 18, 2026 |
| B.Riley Financial | Craig Ellis | $345 | $285.77 | +51.4% | Jun 12, 2026 |
| Stifel Nicolaus | Analyst unavailable | $321 | $283.9 | +40.9% | Jun 2, 2026 |
| Oppenheimer | Rick Schafer | $250 | $199.79 | +9.7% | May 28, 2026 |
| Cowen & Co. | Analyst unavailable | $200 | $199.93 | -12.2% | May 28, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $220 | $198.7 | -3.4% | May 28, 2026 |
| KeyBanc | Analyst unavailable | $260 | $198.7 | +14.1% | May 28, 2026 |
| Stifel Nicolaus | Tore Svanberg | $230 | $198.7 | +1.0% | May 28, 2026 |
| Needham | Quinn Bolton | $270 | $198.7 | +18.5% | May 28, 2026 |
| Morgan Stanley | Analyst unavailable | $195 | $198.7 | -14.4% | May 28, 2026 |
| Rosenblatt Securities | Kevin Cassidy | $240 | $198.7 | +5.3% | May 28, 2026 |
| UBS | Analyst unavailable | $230 | $198.7 | +1.0% | May 28, 2026 |
| Wells Fargo | Analyst unavailable | $240 | $198.7 | +5.3% | May 28, 2026 |
| Barclays | Tom O\'Malley | $275 | $198.7 | +20.7% | May 28, 2026 |
| Jefferies | Blayne Curtis | $235 | $198.7 | +3.1% | May 28, 2026 |
| Raymond James | Simon Leopold | $235 | $198.7 | +3.1% | May 28, 2026 |
| Deutsche Bank | Analyst unavailable | $240 | $198.7 | +5.3% | May 28, 2026 |
| Goldman Sachs | James Schneider | $180 | $198.7 | -21.0% | May 28, 2026 |
| Roth Capital | Analyst unavailable | $275 | $198.7 | +20.7% | May 27, 2026 |
| Morgan Stanley | Analyst unavailable | $172 | $210.34 | -24.5% | May 26, 2026 |
| HSBC | Analyst unavailable | $300 | $196.33 | +31.7% | May 26, 2026 |
| Susquehanna | Analyst unavailable | $230 | $196.33 | +1.0% | May 26, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $190 | $196.33 | -16.6% | May 26, 2026 |
| Stifel Nicolaus | Analyst unavailable | $210 | $190.69 | -7.8% | May 22, 2026 |
| Oppenheimer | Rick Schafer | $200 | $176.27 | -12.2% | May 20, 2026 |
| Wells Fargo | Analyst unavailable | $195 | $176.27 | -14.4% | May 20, 2026 |
| Evercore ISI | Analyst unavailable | $155 | $168.93 | -32.0% | May 19, 2026 |
| Melius Research | Ben Reitzes | $220 | $167.68 | -3.4% | May 18, 2026 |
| RBC Capital | Analyst unavailable | $200 | $186 | -12.2% | May 14, 2026 |
| Goldman Sachs | James Schneider | $125 | $178.74 | -45.1% | May 13, 2026 |
| UBS | Timothy Arcuri | $195 | $164.71 | -14.4% | May 4, 2026 |
| RBC Capital | Analyst unavailable | $170 | $147.84 | -25.4% | Apr 21, 2026 |
| Stifel Nicolaus | Tore Svanberg | $140 | $134.6 | -38.6% | Apr 16, 2026 |
| Oppenheimer | Rick Schafer | $170 | $133.83 | -25.4% | Apr 15, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $120 | $119.93 | -47.3% | Apr 9, 2026 |
| Barclays | Tom O'Malley | $150 | $119.93 | -34.2% | Apr 9, 2026 |
| Craig-Hallum | Christian Schwab | $164 | $91.36 | -28.0% | Mar 6, 2026 |
| Rosenblatt Securities | Hans Mosesmann | $140 | $87.71 | -38.6% | Mar 6, 2026 |
| Stifel Nicolaus | Tore Svanberg | $120 | $87.2 | -47.3% | Mar 6, 2026 |
| Evercore ISI | Mark Lipacis | $133 | $77.82 | -41.6% | Mar 4, 2026 |
| UBS | Timothy Arcuri | $120 | $76.96 | -47.3% | Feb 23, 2026 |
| Deutsche Bank | Analyst unavailable | $120 | $82.78 | -47.3% | Feb 10, 2026 |
| UBS | Analyst unavailable | $115 | $78.66 | -49.5% | Feb 3, 2026 |
| RBC Capital | Analyst unavailable | $105 | $81.21 | -53.9% | Jan 14, 2026 |
| Melius Research | Ben Reitzes | $135 | $89.39 | -40.7% | Jan 5, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $100 | $83.58 | -56.1% | Dec 16, 2025 |
| Jefferies | Analyst unavailable | $120 | $96.2 | -47.3% | Dec 3, 2025 |
| Craig-Hallum | Analyst unavailable | $141 | $96.2 | -38.1% | Dec 3, 2025 |
| Morgan Stanley | Joseph Moore | $112 | $98.9 | -50.8% | Dec 3, 2025 |
| UBS | Analyst unavailable | $100 | $96.71 | -56.1% | Dec 3, 2025 |
| Roth Capital | Suji Desilva | $135 | $98.84 | -40.7% | Dec 3, 2025 |
| Evercore ISI | Mark Lipacis | $156 | $99.68 | -31.5% | Dec 3, 2025 |
| Cantor Fitzgerald | Analyst unavailable | $110 | $98.86 | -51.7% | Dec 3, 2025 |
| Susquehanna | Analyst unavailable | $120 | $92.89 | -47.3% | Dec 3, 2025 |
| Piper Sandler | Analyst unavailable | $110 | $92.89 | -51.7% | Dec 3, 2025 |
| Oppenheimer | Analyst unavailable | $150 | $92.89 | -34.2% | Dec 3, 2025 |
| Susquehanna | Analyst unavailable | $130 | $92.89 | -42.9% | Dec 3, 2025 |
| KeyBanc | Analyst unavailable | $130 | $92.89 | -42.9% | Dec 3, 2025 |
| Goldman Sachs | Analyst unavailable | $90 | $92.89 | -60.5% | Dec 3, 2025 |
| Stifel Nicolaus | Tore Svanberg | $114 | $92.89 | -50.0% | Dec 3, 2025 |
| Piper Sandler | Analyst unavailable | $135 | $92.89 | -40.7% | Dec 3, 2025 |
| Wells Fargo | Analyst unavailable | $135 | $92.89 | -40.7% | Dec 3, 2025 |
| Barclays | Tom O'Malley | $105 | $92.89 | -53.9% | Dec 3, 2025 |
| Deutsche Bank | Analyst unavailable | $125 | $92.89 | -45.1% | Dec 3, 2025 |
| Morgan Stanley | Joseph Moore | $86 | $90.74 | -62.3% | Dec 1, 2025 |
| UBS | Timothy Arcuri | $110 | $77.45 | -51.7% | Nov 24, 2025 |
| HSBC | Frank Lee | $85 | $77.45 | -62.7% | Nov 24, 2025 |
| Raymond James | Analyst unavailable | $121 | $76.68 | -46.9% | Nov 20, 2025 |
| Summit Redstone Partners | Analyst unavailable | $105 | $88.89 | -53.9% | Oct 15, 2025 |
| UBS | Timothy Arcuri | $105 | $85.61 | -53.9% | Oct 13, 2025 |
| Oppenheimer | Analyst unavailable | $115 | $90.68 | -49.5% | Oct 10, 2025 |
| Needham | Analyst unavailable | $80 | $62.87 | -64.9% | Aug 29, 2025 |
| Morgan Stanley | Joseph Moore | $76 | $77.23 | -66.6% | Aug 29, 2025 |
| UBS | Analyst unavailable | $95 | $62.87 | -58.3% | Aug 29, 2025 |
| Wells Fargo | Analyst unavailable | $90 | $62.87 | -60.5% | Aug 29, 2025 |
| Wells Fargo | Aaron Rakers | $95 | $73 | -58.3% | Aug 22, 2025 |
| Goldman Sachs | James Schneider | $75 | $73.36 | -67.1% | Jul 10, 2025 |
| Raymond James | Analyst unavailable | $110 | $72.28 | -51.7% | Mar 6, 2025 |
| Roth Capital | Analyst unavailable | $100 | $72.28 | -56.1% | Mar 6, 2025 |
| Piper Sandler | Analyst unavailable | $95 | $72.28 | -58.3% | Mar 6, 2025 |
| Morgan Stanley | Analyst unavailable | $90 | $72.28 | -60.5% | Mar 6, 2025 |
| KeyBanc | Analyst unavailable | $115 | $72.28 | -49.5% | Mar 6, 2025 |
| Loop Capital Markets | Analyst unavailable | $110 | $72.28 | -51.7% | Mar 6, 2025 |
| Morgan Stanley | Joseph Moore | $120 | $109.57 | -47.3% | Dec 20, 2024 |
| Piper Sandler | Harsh Kumar | $120 | $118.94 | -47.3% | Dec 4, 2024 |
| CFRA | Angelo Zino | $122 | $117.33 | -46.5% | Dec 4, 2024 |
| Evercore ISI | Mark Lipacis | $122 | $92.69 | -46.5% | Dec 2, 2024 |
| Citigroup | Atif Malik | $91 | $74.01 | -60.1% | Oct 14, 2024 |
| Goldman Sachs | Toshiya Hari | $87 | $76.14 | -61.8% | Aug 30, 2024 |
| Evercore ISI | Mark Lipacis | $98 | $69.84 | -57.0% | Aug 30, 2024 |
| Stifel Nicolaus | Tore Svanberg | $95 | $69.84 | -58.3% | Aug 30, 2024 |
| Barclays | Tom O'Malley | $85 | $69.84 | -62.7% | Aug 30, 2024 |
| CFRA | Angelo Zino | $94 | $68.81 | -58.7% | May 31, 2024 |
| Stifel Nicolaus | Tore Svanberg | $90 | $76.85 | -60.5% | May 31, 2024 |
| Piper Sandler | Harsh Kumar | $100 | $76.85 | -56.1% | May 31, 2024 |
| Oppenheimer | Rick Shafer | $90 | $76.85 | -60.5% | May 31, 2024 |
| B.Riley Financial | Craig Ellis | $100 | $76.85 | -56.1% | May 31, 2024 |
| Morgan Stanley | Joseph Moore | $77 | $76.85 | -66.2% | May 31, 2024 |
| Evercore ISI | Mark Lipacis | $91 | $76.85 | -60.1% | May 31, 2024 |
| Barclays | Blayne Curtis | $80 | $76.85 | -64.9% | May 31, 2024 |
| Evercore ISI | Mark Lipacis | $88 | $67.88 | -61.4% | Apr 15, 2024 |
| Needham | Quinn Bolton | $95 | $70.99 | -58.3% | Apr 12, 2024 |
| Morgan Stanley | Joseph Moore | $71 | $71.99 | -68.8% | Apr 12, 2024 |
| Roth Capital | Suji Desilva | $95 | $71.53 | -58.3% | Apr 12, 2024 |
| KeyBanc | John Vinh | $90 | $71.67 | -60.5% | Apr 8, 2024 |
| Oppenheimer | Rick Shafer | $80 | $65.06 | -64.9% | Mar 19, 2024 |
| Wolfe Research | Chris Caso | $90 | $75.42 | -60.5% | Mar 11, 2024 |
| Loop Capital Markets | John Vinh | $95 | $76.27 | -58.3% | Mar 8, 2024 |
| Goldman Sachs | Toshiya Hari | $60 | $52.53 | -73.7% | Dec 1, 2023 |
| Rosenblatt Securities | Hans Mosesmann | $100 | $52.88 | -56.1% | Aug 25, 2023 |
| Susquehanna | Christopher Rolland | $70 | $61.04 | -69.3% | Aug 23, 2023 |
| Credit Suisse | Chris Caso | $53 | $43.4 | -76.7% | Mar 6, 2023 |
| Oppenheimer | Rick Schafer | $70 | $42.65 | -69.3% | Mar 3, 2023 |
| Raymond James | Melissa Fairbanks | $60 | $43 | -73.7% | Dec 2, 2022 |
| Morgan Stanley | Analyst unavailable | $41 | $43.26 | -82.0% | Dec 2, 2022 |
| UBS | Analyst unavailable | $75 | $43.34 | -67.1% | Dec 2, 2022 |
| J.P. Morgan | Analyst unavailable | $72 | $43.08 | -68.4% | Dec 2, 2022 |
| Goldman Sachs | Analyst unavailable | $54 | $42 | -76.3% | Dec 2, 2022 |
| Wells Fargo | Analyst unavailable | $54 | $42.1 | -76.3% | Dec 2, 2022 |
| Barclays | Analyst unavailable | $55 | $45.4 | -75.9% | Dec 2, 2022 |
| Piper Sandler | Analyst unavailable | $55 | $45.4 | -75.9% | Dec 2, 2022 |
| Credit Suisse | Analyst unavailable | $56 | $44.7 | -75.4% | Nov 16, 2022 |
| Wells Fargo | Gary Mobley | $58 | $39.27 | -74.5% | Oct 11, 2022 |
| Needham | Quinn Bolton | $64 | $38.9 | -71.9% | Oct 11, 2022 |
| Stifel Nicolaus | Analyst unavailable | $70 | $42.74 | -69.3% | Sep 29, 2022 |
| Citigroup | Analyst unavailable | $74 | $50.53 | -67.5% | Aug 29, 2022 |
| Needham | Quinn Bolton | $66 | $50.93 | -71.0% | Aug 26, 2022 |
| Morgan Stanley | Analyst unavailable | $60 | $51.35 | -73.7% | Aug 26, 2022 |
| Goldman Sachs | Analyst unavailable | $62 | $55.09 | -72.8% | Aug 26, 2022 |
| Deutsche Bank | Ross Seymore | $65 | $55.68 | -71.5% | Jul 30, 2022 |
| Morgan Stanley | Analyst unavailable | $62 | $56.48 | -72.8% | Jun 10, 2022 |
| Susquehanna | Christopher Rolland | $90 | $59.15 | -60.5% | May 31, 2022 |
| BMO Capital | Analyst unavailable | $82 | $59.72 | -64.0% | May 27, 2022 |
| Cowen & Co. | Analyst unavailable | $85 | $59.52 | -62.7% | May 27, 2022 |
| Needham | Analyst unavailable | $75 | $56.99 | -67.1% | May 27, 2022 |
| Cowen & Co. | Karl Ackerman | $85 | $60.82 | -62.7% | May 27, 2022 |
| Rosenblatt Securities | Hans Mosesmann | $125 | $56.99 | -45.1% | May 26, 2022 |
| UBS | Timothy Arcuri | $80 | $54.86 | -64.9% | May 24, 2022 |
| Raymond James | Chris Caso | $80 | $59.86 | -64.9% | Apr 25, 2022 |
| Barclays | Analyst unavailable | $80 | $58.44 | -64.9% | Apr 25, 2022 |
| Deutsche Bank | Ross Seymore | $80 | $58.44 | -64.9% | Apr 25, 2022 |
| Susquehanna | Christopher Rolland | $105 | $65.78 | -53.9% | Mar 15, 2022 |
| Needham | Quinn Bolton | $105 | $63.41 | -53.9% | Mar 6, 2022 |
| Morgan Stanley | Joseph Moore | $80 | $63.35 | -64.9% | Mar 4, 2022 |
| Rosenblatt Securities | Hans Mosesmann | $125 | $63.41 | -45.1% | Mar 4, 2022 |
| Deutsche Bank | Ross Seymore | $90 | $65.14 | -60.5% | Mar 3, 2022 |
| J.P. Morgan | Harlan Sur | $100 | $68.27 | -56.1% | Feb 28, 2022 |
| Susquehanna | Christopher Rolland | $100 | $68.75 | -56.1% | Feb 26, 2022 |
| Citigroup | Atif Malik | $97 | $84.03 | -57.4% | Dec 20, 2021 |
| Jefferies | Mark Lipacis | $105 | $83.89 | -53.9% | Dec 17, 2021 |
| Argus Research | Jim Kelleher | $105 | $85.29 | -53.9% | Dec 6, 2021 |
| Oppenheimer | Rick Schafer | $110 | $83.46 | -51.7% | Dec 3, 2021 |
| Craig-Hallum | Christian Schwab | $108 | $83.46 | -52.6% | Dec 3, 2021 |
| Stifel Nicolaus | Tore Svanberg | $100 | $83.46 | -56.1% | Dec 3, 2021 |
| Bank of America Securities | Vivek Arya | $115 | $83.46 | -49.5% | Dec 3, 2021 |
| Credit Suisse | John Pitzer | $105 | $83.46 | -53.9% | Dec 3, 2021 |
| Cowen & Co. | Karl Ackerman | $100 | $83.46 | -56.1% | Dec 3, 2021 |
| KeyBanc | John Vinh | $95 | $83.46 | -58.3% | Dec 3, 2021 |
| Evercore ISI | C J Muse | $105 | $83.46 | -53.9% | Dec 3, 2021 |
Track every rating change on MRVL the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationMarvell 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. The company develops and scales system-on-a-chip architectures, integrating analog, mixed-signal, and digital signal processing functionality. It offers a portfolio of ethernet solutions, including spanning controllers, network adapters, physical transceivers, and switches; single or multiple core processors; and custom application specific integrated circuits, interconnects, fibre channel adapters, and processors.…
Historical context
All MRVL earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| WIT Wipro Limited | FY2027 Q2 · Calendar Q4 2026 | -25.0% | +3.9% | Wipro: AI pipeline expands as Q3 guidance stays narrow |
| TSM Taiwan Semiconductor Manufacturing Company Limited | FY2026 Q3 · Calendar Q4 2026 | +3.4% | -1.8% | TSMC beats Q3 guidance as AI demand drives fab expansion |
| ERIC Telefonaktiebolaget LM Ericsson (publ) | FY2026 Q3 · Calendar Q4 2026 | +28.6% | +11.8% | Ericsson Q3: 7% organic growth, resilient margins and AI-led demand |
| ASML ASML Holding N.V. | FY2026 Q3 · Calendar Q4 2026 | +20.4% | -3.9% | ASML: Record Q3, strong AI demand and broader capacity plans |
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-02-19T00:02:15.224412+00:00
- Polygon adjusted daily market bars · 2026-10-17T18:20:40.622599+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-17T18:20:40.619597+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-17. For educational purposes only; not investment advice.