MRVLTechnology · SemiconductorsThe 45 Wall Street analysts covering Marvell Technology, Inc. hold a median 12-month price target of $290 — +11.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 51 of 100 as at 23 Sept 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Marvell Technology, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (98): The shares have been drifting up relative to others.
Accruals (22): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on MRVL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +11.0% from it.
Of the 20 most recent actions, 7 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | $246 → $268 |
| 10 Sept 2026 | Piper Sandler | Initiates | Overweight | $270 |
| 28 Aug 2026 | B. Riley Securities | Maintains | Buy | — |
| 28 Aug 2026 | B. Riley Securities | Maintains | Buy | $345 → $315 |
| 28 Aug 2026 | Cantor Fitzgerald | Reiterates | Neutral | — |
| 28 Aug 2026 | Cantor Fitzgerald | Reiterates | Neutral | $300 |
| 28 Aug 2026 | Craig-Hallum | Maintains | Buy | — |
| 28 Aug 2026 | Craig-Hallum | Maintains | Buy | $217 → $300 |
| 28 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | $224 → $246 |
| 28 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 28 Aug 2026 | Needham | Maintains | Buy | $270 → $300 |
| 28 Aug 2026 | Needham | Maintains | Buy | — |
| 28 Aug 2026 | Oppenheimer | Maintains | Outperform | — |
| 28 Aug 2026 | Oppenheimer | Maintains | Outperform | $300 → $325 |
| 28 Aug 2026 | Rosenblatt | Maintains | Buy | — |
| 28 Aug 2026 | Rosenblatt | Maintains | Buy | $300 |
| 28 Aug 2026 | TD Cowen | Maintains | Hold | $225 → $245 |
| 28 Aug 2026 | TD Cowen | Maintains | Hold | — |
| 25 Aug 2026 | Rosenblatt | Maintains | Buy | — |
| 25 Aug 2026 | Rosenblatt | Maintains | Buy | $240 → $300 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. MRVL appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Sept 2026, Marvell Technology, Inc. returned +250.5% against +17.0% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 8% of US stocks
Cheaper than 8% of US stocks
Cheaper than 8% of US stocks
Cheaper than 3% of US stocks
Higher than 81% of US stocks
Higher than 77% of US stocks
Higher than 66% of US stocks
Higher than 74% of US stocks
Higher than 87% of US stocks
Higher than 77% of US stocks
Higher than 72% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Marvell Technology, Inc. has a market value of $231.3B and an enterprise value of $227.0B.
Revenue in the twelve months to 31 July 2026: $9.5B. The latest quarter grew 36.5% year on year.
Net income over the same four quarters: $2.6B, a 27.9% net margin.
Diluted earnings per share, trailing twelve months: $3.03.
Free cash flow in the twelve months to 31 July 2026: $1.7B.
Marvell Technology, Inc. spent $1.9B on share buybacks and $209.3M on dividends in the twelve months to 31 July 2026.
Trailing P/E: 84.9×; forward P/E: 38.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.09%, paying out 8% of earnings.
Marvell Technology, Inc. employs 7,480 people — $1.3M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Marvell Technology, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Market Watch highlights stocks beyond the well-known AI names as alternative ways to play the boom in computing hardware, referring to them as the "four horsemen of AI."
Why it matters — A MRVL watcher would care because the article points to lesser-known computing-hardware companies as AI plays, potentially drawing attention to the sector MRVL operates in.
A Barron's article identifies Marvell as one of three stocks positioned to benefit from the AI data-center boom. The piece notes that Nvidia CEO Jensen Huang was wrong in predicting Marvell would become the next trillion-dollar chip company.
Why it matters — MRVL watchers would care because the article singles out Marvell as an AI data-center play while also tempering an earlier bullish trillion-dollar prediction from Nvidia's CEO.
Lumentum is developing an eight-wavelength DWDM ELSFP product aimed at co-packaged optics (CPO) and near-package optics (NPO) architectures, as demand for AI-driven optical technology grows and rivals expand their efforts. The item was reported by Zacks Investment Research.
Why it matters — A MRVL watcher would care because advances in co-packaged optics by peers like Lumentum signal shifting technology dynamics in the AI optical/data-center segment that Marvell operates within.
A bold analyst sees meaningful upside for Marvell, AMD, and Broadcom before 2027 ends, even though all three are currently trading above Wall Street's consensus price targets.
Why it matters — A Marvell watcher would care because the item signals that at least one analyst believes the stock could still have room to run beyond current consensus expectations.
The article discusses Marvell Technology's potential for significant revenue and earnings acceleration over the next five years, driven by its exposure to the AI infrastructure market. It notes that while the stock may appear expensive, the company's positioning in this lucrative sector could justify its valuation.
Why it matters — A Marvell watcher would care because the piece highlights the company's AI infrastructure opportunity as a key driver of future growth, offering a constructive outlook on its revenue trajectory.
The 45 Wall Street analysts covering Marvell Technology, Inc. have a median 12-month price target of $290, with estimates ranging from $210 to $400. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 45 analysts covering Marvell Technology, Inc., 40 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Marvell Technology, Inc. 51 out of 100 across roughly 4,600 US stocks as at 23 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Sept 2026, Marvell Technology, Inc. ranks 51 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (98 of 100).
No one can know that. What the data says: the median 12-month target from 45 analysts implies +11.0% from the last close, and Ticker Nerd's factor model ranks Marvell Technology, Inc. 51 out of 100 as at 23 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Marvell Technology, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for MRVL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $210 to $400 over the next 12 months.
Marvell Technology, Inc. returned +250.5% over the 12 months to 23 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Marvell Technology Inc. is a semiconductor company that designs, develops, and sells data infrastructure solutions for the data center core, cloud, communications networks, automotive systems, and enterprise environments.
The most recent item we track (Market Watch, 23 Sept 2026): "These stocks are the ‘four horsemen of AI' — and they're not the ones you'd think". Market Watch highlights stocks beyond the well-known AI names as alternative ways to play the boom in computing hardware, referring to them as the "four horsemen of AI."
Marvell Technology Inc. is a semiconductor company that designs, develops, and sells data infrastructure solutions for the data center core, cloud, communications networks, automotive systems, and enterprise environments. Its portfolio includes integrated circuits and specialized products such as custom ASICs, ethernet controllers and switches, processors, storage controllers, interconnects, optical modules, and security solutions. The company also develops system-on-a-chip architectures that combine analog, mixed-signal, and digital signal processing functions, supporting high-speed data movement, storage, and connectivity across complex computing systems. Marvell Technology Inc. serves customers across multiple industries where reliable processing and networking performance are essential, including hyperscale data centers, carrier networks, automotive electronics, and government applications. Headquartered in Wilmington, Delaware, Marvell Technology Inc. plays an important role in enabling the semiconductor infrastructure that supports modern digital communication and data-intensive workloads.
CEO Mr. Matthew J. Murphy · 7,480 employees · United States · https://www.marvell.com
