Marvell 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;…
Marvell and Lumentum would never admit this publicly but this is necessary to compete with Broadcom. Wrote up why vertical always wins in platform eras in our analysis of this news in Atlas. $MRVL $LITE $AVGO https://t.co/IWGQVH4vZ1
$MRVL agrees to buy Lumentum at a $115B enterprise value, one of the largest tech deals in history, as data center spending keeps surging.
$MRVL is down 31% in past 5 days. $LITE acquisition is killing it. https://t.co/zvHHPrObzj
$MRVL Came almost all the way down the HnS target. Put it on your high watch for a potential buy ! As usual don't be the first buyer and monitor with few indicator whenever this is a good dip to buy ! Ill keep posting detailed TA for the subs regarding this potential buy!…
@LucentXI Sadly, you may be right. Let’s see if $MRVL earnings can spotlight some big numbers and the real opportunity ahead by the combined entity. Annoyingly that’s ~ 4 weeks out.
$MRVL The Jensen comment on the next one trillion company just came to mind.
47 analysts rate MRVL Buy on consensus.
Consensus price target: $333.09 (+93.69% upside from $171.97)
| Insider | Date | Transaction | Shares | Value |
|---|---|---|---|---|
| Bharathi Sandeep President, Data Center Group | Oct 16, 2026 | Sale | 3,685 | $865.86K |
| MURPHY MATTHEW J director, Chairman of the Board and CEO | Oct 15, 2026 | Sale | 7,500 | $1.77M |
| Scarpulla Justin SVP, Chief Accounting Officer | Oct 8, 2026 | Sale | 1,100 | $300.95K |
| Koopmans Chris President and COO | Oct 1, 2026 | Sale | 10,000 | $2.62M |
| MURPHY MATTHEW J director, Chairman of the Board and CEO | Sep 15, 2026 | Sale | 7,500 | $1.68M |
| Fiscal year | Revenue | Revenue YoY | Net income |
|---|---|---|---|
| 2026 | $8.19B | +42.09% | $2.67B |
| 2025 | $5.77B | 0% | $-885M |
| 2025 | $5.77B | +4.71% | $-885M |
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