Marvell Technology (MRVL)
Information Technology · Data infrastructure semiconductors / fabless chip design
Marvell is a fabless semiconductor leader providing high-performance data infrastructure chips spanning data centers to network edges, positioning itself as a critical enabler of AI and cloud computing infrastructure.
What Marvell Technology does
Marvell Technology is a fabless semiconductor company specializing in data infrastructure semiconductor solutions that serve data center and communications markets. The company develops complex System-on-a-Chip architectures integrating analog, mixed-signal, and digital signal processing functionality, leveraging proprietary intellectual property and security firmware. Its solutions power cloud AI systems, ethernet switching, storage systems, data center interconnect, and various enterprise networking and carrier infrastructure applications. The company operates globally with R&D and operational presence across multiple countries including the US, China, India, Israel, Taiwan, and Singapore.
Themes: ["AI infrastructure","Data center acceleration","Cloud computing","High-performance computing","Data center interconnect","Ethernet switching","AI scale-up interconnect","Network infrastructure","Next-generation semiconductor design"]
Fundamentals
- Price$243.27 as of 2026-07-09 close
- Market cap$212.8B as of 2026-07-10
- 1-year return+236.7% as of 2026-07-09 close
- P/E84.23 as of 2026-07-10
- Net margin+29.0% as of 2026-07-10
- Gross margin+51.5% as of 2026-07-10
- ROE+16.8% as of 2026-07-10
- Debt / equity0.27 as of 2026-07-10
- Revenue growth (YoY)+34.1% as of 2026-07-10
- Revenue CAGR (3y)+11.4% SEC XBRL
- Beta2.22 as of 2026-07-10
Dividend: yield +0.1%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Dependence on a few major customers who represent an increasing percentage of revenue, with exposure to design win gains or losses","Revenue concentration in the data center end market, subject to technology shifts and AI adoption volatility","Supply chain disruptions, component shortages, and reliance on third-party fabrication partners (particularly in Taiwan) impacting production costs and delivery timelines"]
Competitors & peers
- Broadcom (AVGO)
- Nvidia (NVDA)
- Intel (INTC)
- AMD (AMD)
- Mellanox (acquired by Nvidia)
- Xilinx (acquired by AMD)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.