US · Technology · Semiconductors
EPS came in at 0.62 against a street estimate of 0.65 — a miss of 4.6%.
Analysts rate Marvell Technology Group Ltd a buy (32 buy, 5 hold, 0 sell out of 37) with an average price target of $284.64.
CONFIDENT Marvell delivered record Q2 revenue of $2.739B (+37% YoY), raising FY2027 guidance to ~$12B (+45% YoY) and FY2028 to ~$18B (+50% YoY). Data Center growth accelerating to 60% in FY2027, driven by AI connectivity, custom silicon, and emerging scale-up optics opportunities. Q2 FY2027 Analysts pressed on Google warrant contribution breakdown and timing of custom revenue acceleration. Management deferred detailed custom roadmap to October Investor Day, confirming FY2029+ upside but already incorporating disclosed programs in current guidance. 2026-08-27…
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| Document | Date |
|---|---|
| Quarterly report · Q3 FY2027 MARVELL TECHNOLOGY, INC. – Q2 FISCAL 2026 SUMMARY HEADLINE NUMBERS • Net revenue Q2 FY2026: $2,739.3 million (36% increase vs. $2,006.1 million in Q | 2026-08-28 |
| Results announced · Q3 FY2027 MARVELL TECHNOLOGY Q2 FY2027 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 Net Revenue: $2.739 billion (new record, +37% year-on-year) • Q2 Revenue exceede | 2026-08-27 |
| Material agreement · Q3 FY2027 MARVELL TECHNOLOGY, INC. - 8-K SUMMARY HEADLINE NUMBERS • Warrant issued to Google: 58,970,907 shares at exercise price of $206.58 per share • Time- | 2026-08-19 |
| Company announcement · Q2 FY2027 MARVELL TECHNOLOGY, INC. - 8-K SUMMARY HEADLINE NUMBERS • Filing Date: July 9, 2026 • Company: Marvell Technology, Inc. (Nasdaq: MRVL) • Document Ty | 2026-07-09 |
| Shareholder vote results · Q2 FY2027 MARVELL TECHNOLOGY, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held June 25, 2026 • Total shares voted: 710,472,745 c | 2026-06-25 |
| Quarterly report · Q2 FY2027 MARVELL TECHNOLOGY, INC. – Q1 FY2027 (QUARTER ENDED MAY 2, 2026) HEADLINE NUMBERS • Net revenue: $2,417.8 million (Q1 FY2026: $1,895.3 million) – up | 2026-05-28 |
| Proxy statement · Q2 FY2027 MARVELL TECHNOLOGY PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION & CHANGE • Matthew Murphy (Chairman & CEO) fiscal 2026 total compensation: $30.8 m | 2026-05-13 |
| Annual report FY2026 MARVELL TECHNOLOGY, INC. - FISCAL YEAR 2026 10-K SUMMARY HEADLINE NUMBERS • Market capitalization: $64.1 billion as of August 1, 2025 (stock price $ | 2026-03-11 |
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| Action | Detail | Date |
|---|---|---|
| Dividend | $0.06 / share ex-date Jul 10, 2026 · pay Jul 30, 2026 | 2026-07-10 |
| Dividend | $0.06 / share ex-date Apr 10, 2026 · pay Apr 30, 2026 | 2026-04-10 |
| Dividend | $0.06 / share ex-date Jan 9, 2026 · pay Jan 29, 2026 | 2026-01-09 |
| Dividend | $0.06 / share ex-date Oct 10, 2025 · pay Oct 30, 2025 | 2025-10-10 |
| Announcement | Date |
|---|---|
| Warrant agreement entered into with Google LLC Marvell Technology, Inc. entered into a Warrant Agreement with Google LLC, dated August 18, 2026. A warrant is a financial instrument that gives Google the right to purchase Marvell shares a | 2026-08-19 |
| CFO transition announced; Q2 FY2027 financial outlook reaffirmed On June 11, 2026, Marvell Technology announced a transition in its Chief Financial Officer position. The company also reaffirmed its financial guidance for the second quarter of fiscal year | 2026-06-11 |
| Joint press release with NVIDIA Corporation regarding strategic partnership Marvell Technology filed an 8-K on March 31, 2026, announcing a joint press release with NVIDIA Corporation. The filing includes a Certificate of Designation (Exhibit 3.1), which typically r | 2026-03-31 |
| Entered into definitive agreement to acquire Celestial AI Inc Marvell Technology announced on December 2, 2025, that it is acquiring Celestial AI Inc., a company focused on photonic fabric technology. As part of this deal, Amazon.com has received a war | 2025-12-02 |
| Acquires Celestial AI for approximately $1 billion in cash and stock Marvell Technology announced on December 2, 2025, that it will acquire Celestial AI Inc. in an all-stock and cash deal totaling approximately $5.5 billion. The transaction structure includes | 2025-12-02 |
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Google PlayApp StoreData updated 2026-09-18.