MRVL · Marvell Technology, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Aug 27, 2026TL;DR. Marvell reported record Q2 fiscal 2027 revenue of $2.739B (up 37% YoY), again raised its full-year FY27 revenue outlook to ~$12B (from ~$11.5B) and FY28 outlook to ~$18B (from ~$16.5B), driven by accelerating data center growth and a major expanded hyperscaler warrant covering custom silicon programs through the decade.
- + Raised FY27 revenue outlook to ~$12B from ~$11.5B and FY28 outlook to ~$18B from ~$16.5B
- + Record Q2 revenue of $2.739B, up 37% YoY and 13% sequentially
- + Expanded hyperscaler warrant covers broad custom silicon portfolio through ~2032, supporting significantly larger custom scale in FY29+
- + FY28 data center revenue expected to grow more than 60% YoY with custom more than doubling
- − Q3 non-GAAP gross margin guide of 57.5%-58.5% is ~90 bps below Q2's 58.9%
- − Communications and other revenue expected to decline low-to-mid teens percent sequentially and YoY in Q3
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Direct Customer A percentage of total net revenue | 16% | the three months ended August 1, 2026 filing | — |
| Distributor A percentage of total net revenue | 44% | the three months ended August 1, 2026 filing | — |
| Net revenue attributable to Asia | 84% | the three months ended August 1, 2026 filing | — |
| Sales from the communications and other end market | 10% | the three months ended August 1, 2026 filing | — |
| Sales from the data center end market | 46% | the three months ended August 1, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Semiconductors — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MRVL
this stock
Marvell Technology, Inc.
|
$229.69B | +210.9% | +42.1% | 86.7 | 3.6% |
|
NVDA
Nvidia Corp
|
$5.42T | +22.5% | +65.5% | 28.5 | 1.2% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.34T | +50.1% | — | — | 0.5% |
|
AVGO
Broadcom Inc.
|
$1.70T | +1.5% | +18.2% | 45.5 | 1.1% |
|
SKHY
SK hynix Inc.
|
$1.36T | — | — | — | 0.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MRVL | +1.3% | +25.6% | +120.3% | +24.8% | +210.9% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +1.9% | +25.5% | +108.1% | +25.4% | +199.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.