Marvell Technology, Inc. · Semiconductors

MRVL

Low riskAI: Chips and memoryNext report: Around Dec 1 (est.)

View price ↗

The short version

A profitable company with growing sales.

Going well

Sales up 37% in the latest quarter vs a year ago
Profitable, keeps 33% of sales as profit
Sales up 42% last year

Money moves

Insiders sold $5.6M in the last 30 days
Institutions added 0.9% to their holdings in the quarter ending June 2026 (1381 bought, 748 sold)
Held by George Soros (Soros Fund), Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$233.74+2.3% that day

Company value: $205.0B; Share price times all shares
Price vs profit (P/E): 77.1x; You pay about $77 for each $1 of yearly profit
Price vs sales: 21.7x; Company value is 21.7 times a year of sales
Dividend yield: 0.1%; Yearly dividend as a share of today's price
Cash vs value: 2%; Cash as a share of company value
Debt vs value: 2%; Debt as a share of company value

From MRVL's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Aug '26

$2.7B+37% vs a year earlier

Oct '23Tap a barAug '26

Last 12 months: $9.5B, up 31% from the 12 months before. Over 5 years, sales grew about 23% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of MRVL. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +31% a yearProfit margin28%Last 12 months: 27.9%P/E at the end40xToday: 77.1x. Many steady companies trade at 12x to 25xShare count change+1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$35.1B

Profit in 5 years$9.8B

Price these guesses point to$426.41+82% vs $233.74 todayAbout +13% a year, before dividends

What today's price needs: with a 28% margin and a 40x P/E, sales would have to grow about 15% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

5/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.19.3%
PassDebt under half of equityNot relying on borrowed money.0.31x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.32.6%
MissProfitable every yearSteady profits, not one good year.2 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$1.4B
MissShare count not growingNot diluting owners. Falling means buybacks.+2.1% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.51.0%

Revenue: $8.2B; +42.1% vs prior year
5-year growth: +22.5%/yr; revenue, per year
Total debt: $4.5B; 0.31x equity
Current ratio: 2.01x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Aug 1, 2026

Reported Aug 27

Revenue: $2.7B; +36.5% YoY
EPS: $0.33; vs $0.22
Op. margin: 16.8%; +2.3 pts
Gross margin: 53.1%; +2.7 pts
Free cash flow: $478.8M
Share count: +5.8%; vs a year ago

Insider rating

Last 90 days

30Selling

1 insider sold $301K (not pre-planned)
Pre-planned sales of $5.3M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

33/ 100

This week: 1
Normal week: 2.0
vs normal: 0.5x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+0.9%

Institutions added 0.9% to their holdings. 1381 bought, 748 sold. 3 quarters of net buying in a row.

Shares held by institutions698.8M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+0.5%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.3x · $5.0B debt

Shares outstandingLatest reported

877M

Why low risk

1 offering filing in 6 months (may sell new shares)

Earnings reports

Last 12

Next reportAround Dec 1 (est.)Estimated from the same quarter last year

Results filedAug 27
Results filedMay 27
Results filedMar 5
Results filedDec 2, 2025
Results filedAug 28, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

Major agreementAug 19 · View filing ↗Offering 5%+ holder update (passive)Aug 6 · View filing ↗Big holder 5%+ holder update (passive)Jul 31 · View filing ↗Big holder 5%+ holder update (passive)Jul 29 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$5.6M4 insiders, 3 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Sandeep BharathiPresident, Data Center Group	Sell	4K	$234.97	$866K	59K	Oct 16Filing ↗
-5.9% of their holdings Pre-planned sale (10b5-1) Filed same day
Matthew J MurphyChairman of the Board and CEO	Sell	8K	$235.47	$1.8M	768K	Oct 15Filing ↗
-1% of their holdings Pre-planned sale (10b5-1) Also Director Filed 1 day after
Justin ScarpullaSVP, Chief Accounting Officer	Sell	1K	$273.59	$301K	909	Oct 8Filing ↗
-54.8% of their holdings Not a pre-planned sale Filed 1 day after
Chris KoopmansPresident and COO	Sell	10K	$262.05	$2.6M	208K	Oct 1Filing ↗
-4.6% of their holdings Held via Trust Pre-planned sale (10b5-1) Filed same day