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 strong buy (43 buy, 4 hold, 0 sell out of 47) with an average price target of $313.73.
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…
Full summary in the app.
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| The Goldman Sachs Group Inc | 1.64% |
| Document | Date |
|---|---|
| Material agreement · Q4 FY2027 HEADLINE NUMBERS • Marvell entered an agreement on November 1, 2026, to acquire Lumentum through a two-step merger. • Lumentum stockholders will rec | 2026-11-02 |
| Results announced · Q4 FY2027 HEADLINE NUMBERS • Marvell plans to acquire Lumentum in an all-stock transaction with an implied Lumentum enterprise value of $115 billion. • Lument | 2026-11-02 |
| Material agreement · Q3 FY2027 BALANCE SHEET & CASH • Marvell entered into a new revolving credit agreement on October 22, 2026, replacing its previous $1.5 billion facility that w | 2026-10-23 |
| Company announcement · Q3 FY2027 MARVELL TECHNOLOGY, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • Quarterly dividend declared at $0.06 per share • Payment date: October 29, 2026 • Rec | 2026-09-25 |
| 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 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.06 / share ex-date Oct 9, 2026 · pay Oct 29, 2026 | 2026-10-09 |
| 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 |
|---|---|
| Merger transaction announced between two technology companies Marvell and Lumentum announced plans for a proposed transaction and said they will hold a joint investor call on November 2, 2026, to discuss the merger agreement. Marvell expects to file an | 2026-11-02 |
| Entered merger agreement to acquire Lumentum Marvell signed an agreement to acquire Lumentum in an all-stock transaction. Lumentum shareholders would receive 4.500 shares of Marvell common stock for each Lumentum common share, with cas | 2026-11-02 |
| 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 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.