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MRVL Declines 14% in a Year: Should You Buy, Sell or Hold the Stock?
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Key Takeaways
MRVL's data center revenues jumped 37.8% in Q3 FY26 on strong AI-driven product demand.
Marvell Technology is expanding via Celestial AI and key AWS and NVIDIA partnerships.
MRVL is deepening its AI portfolio with new interconnect, CPO, CXL and optical DSP tech.
Marvell Technology (MRVL - Free Report) shares have lost 14.1% in the past year, underperforming the Zacks Electronics - Semiconductors industry and the Zacks Computer and Technology sector’s growth of 70.4% and 26.8%, respectively. This decline in the share price of this semiconductor leader raises the question: Should investors buy, sell or hold the stock at present? Let’s discuss MRVL’s fundamentals to get a clear picture.
MRVL One-Year Performance Chart
Image Source: Zacks Investment Research
Marvell Technology Benefits From AI Boom
Marvell Technology’s data center segment has experienced rapid growth in the past seven quarters. In the third quarter of fiscal 2026, Marvell Technology’s data center segment posted revenues of $1.52 billion, up 37.8% year over year, led by strong traction in custom XPU silicon, electro-optic interconnect products and next-generation switches.
These products have crucial applications in AI computation and networking across both hyperscale and enterprise spaces, with the AI wave nowhere near peaking, making them an indispensable part of MRVL’s growth story. As the hyperscalers are expanding AI clusters rapidly, the use of high-bandwidth interconnects, custom ASICs, PAM4/800G, and DCI is rising. As MRVL supplies these modules at scale, the company is expected to benefit from this trend.
Marvell Technology recently announced the acquisition of Celestial AI, which will speed up its momentum in the interconnect space as AI clusters grow more complex. Celestial AI’s high-performance photonic compute interconnect IP will position Marvell Technology at the heart of next-generation AI data center architectures.
Marvell Technology has also partnered with industry leaders, including Amazon’s (AMZN - Free Report) Amazon Web Services (AWS) and NVIDIA (NVDA - Free Report) . Marvell Technology has a multi-year strategic collaboration with Amazon Web Services to supply connectivity products for AI and data-center workloads.
Marvell Technology has also partnered with NVIDIA to integrate NVIDIA’s NVLink Fusion technology into MRVL’s custom cloud-platform silicon solution. These partnerships with Amazon and NVIDIA have opened gates for MRVL among hyperscalers and cloud providers, all the while benefiting from top AI technologies.
The rapid growth of AI workload and allied infrastructure has attracted multiple players in this space. Semiconductor giants, including Broadcom and Advanced Micro Devices (AMD - Free Report) in the AI accelerator market and Micron Technology in the HBM space, operate alongside Marvell Technology, giving it healthy competition. Advanced Micro Devices is a strong player in the custom silicon solutions and AI accelerator space with its semi-custom SoC offerings powering numerous data centers.
Advanced Micro Devices’ reconfigurable Alveo Adaptable Accelerator Cards are used to speed up compute-intensive applications in data centers. Broadcom’s advanced 3.5D XDSiP packaging platform is specifically designed to enhance the performance and efficiency of custom AI XPUs for AI accelerators. Micron Technology has made significant strides in AI-optimized memory solutions, with MU’s HBM3E products gaining attention for their superior power efficiency and bandwidth.
However, MRVL’s rapid expansion of its portfolio has helped it keep pace with the market trend. Marvell Technology is constantly deepening its expertise in the AI space. MRVL is developing a co-packaged copper system with 2.5m direct attach cable and a Co-packaged optics (CPO) switch system, which will enable companies to use high-speed networking to accelerate memory-intensive AI workloads. MRVL has Structera CXL and Alaska P PCIe 6 retimer over cable for AI scale-up while maintaining signal integrity.
Marvell Technology’s Ara 200G/lambda 1.6T PAM4 optical DSP for AI scale-out is another product that improves AI networking. Furthermore, Marvell Technology’s Teralynx switch telemetry API is a software layer integrated into MRVL’s Teralynx switching platform, providing real-time visibility and analytics into network traffic, latency, and congestion, allowing operators to monitor performance and optimize AI infrastructure efficiency across data centers.
These factors are contributing to MRVL’s top-line and bottom-line growth. The Zacks Consensus Estimates for MRVL’s fiscal 2026 revenues and earnings show a growth rate of 42% and 81%, respectively. MRVL’s fiscal 2026 earnings have been revised upward in the past seven days.
Image Source: Zacks Investment Research
Conclusion: Buy MRVL Stock Now
Marvell Technology has strong long-term fundamentals supported by its strong foothold in the data center, deep AI portfolio and high-speed networking space. Furthermore, the company has strong partnerships with industry leaders in hyperscale, AI and semiconductor space, making MRVL an indispensable link in the AI chain.
Image: Bigstock
MRVL Declines 14% in a Year: Should You Buy, Sell or Hold the Stock?
Key Takeaways
Marvell Technology (MRVL - Free Report) shares have lost 14.1% in the past year, underperforming the Zacks Electronics - Semiconductors industry and the Zacks Computer and Technology sector’s growth of 70.4% and 26.8%, respectively. This decline in the share price of this semiconductor leader raises the question: Should investors buy, sell or hold the stock at present? Let’s discuss MRVL’s fundamentals to get a clear picture.
MRVL One-Year Performance Chart
Image Source: Zacks Investment Research
Marvell Technology Benefits From AI Boom
Marvell Technology’s data center segment has experienced rapid growth in the past seven quarters. In the third quarter of fiscal 2026, Marvell Technology’s data center segment posted revenues of $1.52 billion, up 37.8% year over year, led by strong traction in custom XPU silicon, electro-optic interconnect products and next-generation switches.
These products have crucial applications in AI computation and networking across both hyperscale and enterprise spaces, with the AI wave nowhere near peaking, making them an indispensable part of MRVL’s growth story. As the hyperscalers are expanding AI clusters rapidly, the use of high-bandwidth interconnects, custom ASICs, PAM4/800G, and DCI is rising. As MRVL supplies these modules at scale, the company is expected to benefit from this trend.
Marvell Technology recently announced the acquisition of Celestial AI, which will speed up its momentum in the interconnect space as AI clusters grow more complex. Celestial AI’s high-performance photonic compute interconnect IP will position Marvell Technology at the heart of next-generation AI data center architectures.
Marvell Technology has also partnered with industry leaders, including Amazon’s (AMZN - Free Report) Amazon Web Services (AWS) and NVIDIA (NVDA - Free Report) . Marvell Technology has a multi-year strategic collaboration with Amazon Web Services to supply connectivity products for AI and data-center workloads.
Marvell Technology has also partnered with NVIDIA to integrate NVIDIA’s NVLink Fusion technology into MRVL’s custom cloud-platform silicon solution. These partnerships with Amazon and NVIDIA have opened gates for MRVL among hyperscalers and cloud providers, all the while benefiting from top AI technologies.
Marvell Technology, Inc. Price and Consensus
Marvell Technology, Inc. price-consensus-chart | Marvell Technology, Inc. Quote
How MRVL is Winning Against its Competition
The rapid growth of AI workload and allied infrastructure has attracted multiple players in this space. Semiconductor giants, including Broadcom and Advanced Micro Devices (AMD - Free Report) in the AI accelerator market and Micron Technology in the HBM space, operate alongside Marvell Technology, giving it healthy competition. Advanced Micro Devices is a strong player in the custom silicon solutions and AI accelerator space with its semi-custom SoC offerings powering numerous data centers.
Advanced Micro Devices’ reconfigurable Alveo Adaptable Accelerator Cards are used to speed up compute-intensive applications in data centers. Broadcom’s advanced 3.5D XDSiP packaging platform is specifically designed to enhance the performance and efficiency of custom AI XPUs for AI accelerators. Micron Technology has made significant strides in AI-optimized memory solutions, with MU’s HBM3E products gaining attention for their superior power efficiency and bandwidth.
However, MRVL’s rapid expansion of its portfolio has helped it keep pace with the market trend. Marvell Technology is constantly deepening its expertise in the AI space. MRVL is developing a co-packaged copper system with 2.5m direct attach cable and a Co-packaged optics (CPO) switch system, which will enable companies to use high-speed networking to accelerate memory-intensive AI workloads. MRVL has Structera CXL and Alaska P PCIe 6 retimer over cable for AI scale-up while maintaining signal integrity.
Marvell Technology’s Ara 200G/lambda 1.6T PAM4 optical DSP for AI scale-out is another product that improves AI networking. Furthermore, Marvell Technology’s Teralynx switch telemetry API is a software layer integrated into MRVL’s Teralynx switching platform, providing real-time visibility and analytics into network traffic, latency, and congestion, allowing operators to monitor performance and optimize AI infrastructure efficiency across data centers.
These factors are contributing to MRVL’s top-line and bottom-line growth. The Zacks Consensus Estimates for MRVL’s fiscal 2026 revenues and earnings show a growth rate of 42% and 81%, respectively. MRVL’s fiscal 2026 earnings have been revised upward in the past seven days.
Image Source: Zacks Investment Research
Conclusion: Buy MRVL Stock Now
Marvell Technology has strong long-term fundamentals supported by its strong foothold in the data center, deep AI portfolio and high-speed networking space. Furthermore, the company has strong partnerships with industry leaders in hyperscale, AI and semiconductor space, making MRVL an indispensable link in the AI chain.
Considering all these factors, we suggest that investors should buy this Zacks Rank #1 (Strong Buy) stock at present. You can see the complete list of today’s Zacks #1 Rank stocks here.