Marvell CEO Says AI Bookings Are 'On Fire' — Analyst Sees Massive Upside
Marvell Technology, Inc (NASDAQ: MRVL) is well-positioned to ride the next wave of AI-driven growth, said a JPMorgan analyst.
Fiscal Year: March - February
Marvell Technology, Inc. (MRVL), listed on the NASDAQ, has a market capitalization of $. As of Jan 08, 2026, the stock is trading at $84.64 per share, offering investors a clear view of its current market value. Marvell Technology, Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 29.78, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Marvell Technology, Inc. also offers a dividend yield of 0.28%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Marvell Technology, Inc. (MRVL) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Marvell Technology, Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Marvell Technology, Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Marvell Technology, Inc. is 45.28, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Marvell Technology, Inc. (MRVL) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Marvell Technology, Inc. (MRVL) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Marvell Technology, Inc. (MRVL) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Marvell Technology, Inc.. To access the full SS Score, consider upgrading your subscription.
Marvell Technology, Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 29.78. Investors should compare these metrics with industry peers to gauge whether Marvell Technology, Inc. is outperforming or underperforming within its sector.
Marvell Technology, Inc (NASDAQ: MRVL) is well-positioned to ride the next wave of AI-driven growth, said a JPMorgan analyst.
Marvell Technology said on Tuesday it will buy networking equipment provider XConn Technologies in a deal worth about $540 million, as the chipmaker doubles down on data center hardware amid a race to...
Marvell Technology is buying AI interconnect company XConn Technologies in a cash-and-stock deal.
SANTA CLARA, Calif.--(BUSINESS WIRE)--Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced it has entered into a definitive agreement to ac...
Semiconductor stocks start out 2026 with powerful tailwinds in their corner after vastly outperforming in 2025, but these tailwinds have the potential to turn into headwinds. The semiconductor sector ...
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Marvell earns a Buy rating due to its relative valuation advantage and strategic positioning within AI data center infrastructure. MRVL's growth is driven by high data center revenue concentration and...
Marvell Technology, Inc. is rated Strong Buy due to its rapidly expanding AI footprint and undervaluation despite recent stock underperformance. MRVL's aggressive R&D investment, declining SG&A/revenu...
Marvell Technology (MRVL) stock could be an attractive purchase at this time. Why? Because you benefit from high margins – indicative of pricing power and the ability to generate cash – at a discounte...
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Marvell Technology is a core AI infrastructure supplier, benefiting from accelerating custom AI silicon and data center interconnect traction. MRVL's custom chip wins and Celestial AI acquisition posi...
SANTA CLARA, Calif.--(BUSINESS WIRE)--Marvell Technology, Inc. (NASDAQ: MRVL), today announced a quarterly dividend of $0.06 per share of common stock payable on January 29, 2026 to shareholders of re...
Marvell Technology, Inc. (MRVL) Presents at Barclays 23rd Annual Global Technology Conference Transcript
CNBC's Jim Cramer delivers his daily Mad Dash.
The investment narrative regarding the Artificial Intelligence boom so far has predominantly focused on who provides the essential hardware. In this high-stakes competition, two semiconductor powerhou...
CNBC's Jim Cramer sits down with Marvell Technology CEO Matt Murphy to discuss recent reports that suggested the company lost business from Amazon and Microsoft, its latest earnings report, data cente...
CNBC's Jim Cramer sits down with Marvell Technology CEO Matt Murphy to discuss recent reports that suggested the company lost business from Amazon and Microsoft, its latest earnings report, data cente...
In a Tuesday interview with CNBC's Jim Cramer, Marvell Technology CEO Matt Murphy addressed speculation that his company has lost business from major customers. "I can tell you this, from Tuesday to F...
SANTA CLARA, Calif.--(BUSINESS WIRE)---- $MRVL #AEC--Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today introduced its Golden Cable initiative, a s...
Monday served as a harsh reminder that in the semiconductor industry, customer concentration is a double-edged sword. Just a few days after Marvell Technology (MRVL) celebrated a blowout earnings repo...
SANTA CLARA, Calif.--(BUSINESS WIRE)---- $MRVL #AEC--Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced industry adoption of the Marvell®...
Marvell Technology (MRVL) is rated BUY, driven by robust data center growth and a strategic moat from Photonic Fabric technology. MRVL's data center segment achieved 38% YoY growth in Q3'26, with mana...
There are new fears on Wall Street related to the future of Marvell's work with Amazon and its potential to capitalize on opportunity with Microsoft.
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | 1.81B | Analyst x13 | |
| 2027 | 2.71B | 49.67% | Analyst x14 |
| 2028 | 3.25B | 19.71% | Analyst x9 |
| 2029 | 4.18B | 28.87% | Analyst x4 |
| 2030 | 5.59B | 33.49% | Analyst x1 |
| 2031 | 6.34B | 13.49% | Est @13.5% |
| 2032 | 6.98B | 10.18% | Est @10.2% |
| 2033 | 7.53B | 7.85% | Est @7.9% |
| 2034 | 7.97B | 5.82% | Est @5.8% |
| 2035 | 8.35B | 4.75% | Est @4.8% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | 1.03B | 1.00 | 1.03B |
| 2025A | 1.40B | 1.00 | 1.40B |
| 2026E | 1.81B | 1.11 | 1.64B |
| 2027E | 2.71B | 1.22 | 2.22B |
| 2028E | 3.25B | 1.35 | 2.40B |
| 2029E | 4.18B | 1.49 | 2.80B |
| 2030E | 5.59B | 1.65 | 3.39B |
| 2031E | 6.34B | 1.82 | 3.48B |
| 2032E | 6.98B | 2.02 | 3.46B |
| 2033E | 7.53B | 2.23 | 3.38B |
| 2034E | 7.97B | 2.46 | 3.24B |
| 2035E | 8.35B | 2.72 | 3.07B |
| Terminal | 106.54B | 2.72 | 39.14B |
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