$MRVLMarvell Technology, Inc. · Semiconductors · $208B
Street Buy · PT $257.85 (+0.1%)
$237.04
-5.6%
Event thread
Key events, in time order
24 items
CapitalBull🔥Developing
Google Gets MRVL Warrants; New AI Memory Tech Unveiled
Google received ~7% MRVL warrants in July; MRVL launched AI memory pooling tech
D1 +9.8% · since -0.1%
›4 waves of this story
2026-08-19 Google gets warrant for up to 58.97M shares (~6.7% stake), mostly tied to custom chip revenue through FY2033
2026-08-20 Google warrant and up to $120B in related orders solidify MRVL's role in custom AI silicon supply chain
2026-08-22 Warrant vests in 240 installments, each requiring $500M in qualifying purchases, up to $120B in orders
2026-08-23 Google received ~7% MRVL warrants in July; MRVL launched AI memory pooling tech
Analyst🔥Developing
Multiple Institutions Initiate MRVL Positions in Q2
Multiple asset managers disclosed new MRVL positions in Q2 13F filings
D1 +5.8% · since -5.6%
›3 waves of this story
2026-08-20 JPMorgan keeps Overweight with $240 PT; Goldman highlights optical supply chain; Q2 earnings due Aug 27
2026-08-21 Multiple asset managers initiated or raised MRVL positions in Q2; analyst maintains Buy with $290 PT
2026-08-22 Multiple asset managers disclosed new MRVL positions in Q2 13F filings
22 earlier events›
Capital
MRVL up 150% YTD; funds adjust Q2 positions
Gagnon cut 57.2%, Choreo raised 33.8%; attention remains high
D1 +9.8% · since -0.1%
8-K filing
8-K: Item 1.01, Item 3.02, Item 9.01
D1 +9.8% · since -0.1%
AnalystBull
MRVL Bullish as AI Networking and Optics Demand Accelerate
Multiple sources see MRVL's data center and optics growth as compelling after sell-off
D1 +2.3% · +5d +13.0%
OtherBull
MRVL Up 157% YTD, Joins S&P 500 Doublers List
YTD gain of 157%+ makes it one of the S&P 500's top performers this year
D1 -4.6% · +5d +12.4%
›3 waves of this story
2026-08-09 Multiple sources confirm MRVL is among the top S&P 500 performers this year, reflecting strong market confidence in its AI-related business.
2026-08-09 Reconfirms MRVL's strong YTD performance among S&P 500 stocks that have more than doubled, reinforcing its market leadership.
2026-08-09 YTD gain of 157%+ makes it one of the S&P 500's top performers this year
Other
MRVL +157% YTD, Featured in Multiple 2026 Doubler Lists
Multiple independent sources confirm MRVL among top 2026 performers, highlighting strong market attention
D1 -4.6% · +5d +12.4%
AnalystBull
MRVL Fell 37% in July; Street Sees Near 100% Returns
AI spending skepticism hit semis, but avg PT $256.91 implies 17.5% upside from $218.59
D1 -0.2% · +5d +5.5%
AnalystBull
MRVL Bullish Calls: Upgrade to Buy, Accumulate on AI Panic
Deal worth at least $3.25B, plus Citi bullish on optical interconnects and high PT, bolster AI positioning
D1 -0.8% · +5d -12.4%
›2 waves of this story
2026-07-23 Analyst upgrades to Buy on cooler valuation; traders cite CPO convergence and beaten-down stock squeeze.
2026-08-06 Deal worth at least $3.25B, plus Citi bullish on optical interconnects and high PT, bolster AI positioning
CompanyBull
Marvell to Showcase AI Memory and Storage Portfolio at FMS 2026
Today's update: Launched Bravera SC6 PCIe Gen6 SSD controller with 2x performance over prior gen, optimized for AI inference
D1 +12.8% · +5d -2.9%
›3 waves of this story
2026-08-04 Marvell to exhibit at FMS 2026, featuring PCIe 6.0, CXL, and photonic connectivity, addressing memory bottlenecks
2026-08-04 New product launch and AI storage demand drive stock up over 10% ahead of Q2 earnings
2026-08-05 Today's update: Launched Bravera SC6 PCIe Gen6 SSD controller with 2x performance over prior gen, optimized for AI inference
CapitalBull
BDF Gestion Establishes New Stake in MRVL with 14,694 Shares in Q2, per 13F Filing
Institutional new position signals long-term confidence, though small size limits impact
D1 -3.5% · +5d +2.9%
Capital
Institutional Q1 MRVL Position Changes: Mixed Buys and Sells
Marvell to invest $250M in India, expand Bangalore AI R&D
Reuters and Business Wire both confirm the $250M investment and Bangalore expansion, adding independent sources to the existing event.
D1 -6.3% · +5d +29.1%
›2 waves of this story
2026-07-29 3-year plan to boost AI chip development, aligns with prior bullish view
2026-07-29 Reuters and Business Wire both confirm the $250M investment and Bangalore expansion, adding independent sources to the existing event.
AnalystBull
Morgan Stanley: Google Frozen v2 Could Create MRVL Opportunity
Analyst sees custom AI chip demand aiding MRVL; CEO cites MRVL as AI winner
D1 -7.8% · +5d +25.3%
产品Bear
Nvidia Vera Rubin Ramp Reshapes AI Rack BOM, Hits MRVL
Supply chain analysis notes shift to co-packaged optics, potentially affecting MRVL's AI networking share
D1 -2.6% · +5d +2.4%
CapitalBull
MRVL Included in New Photonic and Optical ETF, AI Optics Theme in Focus
New ETF focuses on optics, MRVL weight 4%, reflecting growing optical demand in AI infrastructure
D1 +3.3% · +5d -3.0%
AnalystBear
Erste Group Downgrades MRVL to Hold on Customer Concentration, Valuation
Downgrade cites customer concentration, high P/E, and below-average income growth, amid broad semiconductor selloff.
D1 -7.3% · +5d +2.3%
AnalystBull
Multiple Institutions Bullish on MRVL: AI Network & Advanced Packaging Demand Rising
KeyBanc raised PT to $400 from $385, maintains Overweight; follows prior bullish view on custom AI chips.
D1 +2.3% · +5d -6.5%
›2 waves of this story
2026-07-14 Morgan Stanley sees AI scale-up network market >$70B by 2030; JPMorgan notes CoWoS shortfall widening to 20%, both supportive for MRVL.
2026-07-14 KeyBanc raised PT to $400 from $385, maintains Overweight; follows prior bullish view on custom AI chips.
8-K filing
8-K: Item 8.01, Item 9.01
D1 +5.0% · +5d -22.6%
8-K filing
8-K: Item 5.07, Item 8.01, Item 9.01
D1 +1.6% · +5d -12.8%
8-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +11.1% · +5d +10.6%
8-K filing
8-K: Item 2.02, Item 9.01
D1 -4.6% · +5d +51.8%
Earnings
Earnings report
Q1 FY2027 revenue reached record $2.418 billion, up 28% year-over-year and 9% sequentially, with non-GAAP EPS of $0.80 exceeding guidance midpoint by $0.01
D1 -4.6% · +5d +51.8%
AnalystBull
HSBC upgrades to Buy
D1 +6.1% · +5d +39.6%
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Event thread
Key events, in time order
24 items
CapitalBull🔥Developing
Google Gets MRVL Warrants; New AI Memory Tech Unveiled
Google received ~7% MRVL warrants in July; MRVL launched AI memory pooling tech
D1 +9.8% · since -0.1%
›4 waves of this story
2026-08-19 Google gets warrant for up to 58.97M shares (~6.7% stake), mostly tied to custom chip revenue through FY2033
2026-08-20 Google warrant and up to $120B in related orders solidify MRVL's role in custom AI silicon supply chain
2026-08-22 Warrant vests in 240 installments, each requiring $500M in qualifying purchases, up to $120B in orders
2026-08-23 Google received ~7% MRVL warrants in July; MRVL launched AI memory pooling tech
Analyst🔥Developing
Multiple Institutions Initiate MRVL Positions in Q2
Multiple asset managers disclosed new MRVL positions in Q2 13F filings
D1 +5.8% · since -5.6%
›3 waves of this story
2026-08-20 JPMorgan keeps Overweight with $240 PT; Goldman highlights optical supply chain; Q2 earnings due Aug 27
2026-08-21 Multiple asset managers initiated or raised MRVL positions in Q2; analyst maintains Buy with $290 PT
2026-08-22 Multiple asset managers disclosed new MRVL positions in Q2 13F filings
Capital
MRVL up 150% YTD; funds adjust Q2 positions
Gagnon cut 57.2%, Choreo raised 33.8%; attention remains high
D1 +9.8% · since -0.1%
8-K filing
8-K: Item 1.01, Item 3.02, Item 9.01
D1 +9.8% · since -0.1%
AnalystBull
MRVL Bullish as AI Networking and Optics Demand Accelerate
Multiple sources see MRVL's data center and optics growth as compelling after sell-off
D1 +2.3% · +5d +13.0%
19 earlier events›
OtherBull
MRVL Up 157% YTD, Joins S&P 500 Doublers List
YTD gain of 157%+ makes it one of the S&P 500's top performers this year
D1 -4.6% · +5d +12.4%
›3 waves of this story
2026-08-09 Multiple sources confirm MRVL is among the top S&P 500 performers this year, reflecting strong market confidence in its AI-related business.
2026-08-09 Reconfirms MRVL's strong YTD performance among S&P 500 stocks that have more than doubled, reinforcing its market leadership.
2026-08-09 YTD gain of 157%+ makes it one of the S&P 500's top performers this year
Other
MRVL +157% YTD, Featured in Multiple 2026 Doubler Lists
Multiple independent sources confirm MRVL among top 2026 performers, highlighting strong market attention
D1 -4.6% · +5d +12.4%
AnalystBull
MRVL Fell 37% in July; Street Sees Near 100% Returns
AI spending skepticism hit semis, but avg PT $256.91 implies 17.5% upside from $218.59
D1 -0.2% · +5d +5.5%
AnalystBull
MRVL Bullish Calls: Upgrade to Buy, Accumulate on AI Panic
Deal worth at least $3.25B, plus Citi bullish on optical interconnects and high PT, bolster AI positioning
D1 -0.8% · +5d -12.4%
›2 waves of this story
2026-07-23 Analyst upgrades to Buy on cooler valuation; traders cite CPO convergence and beaten-down stock squeeze.
2026-08-06 Deal worth at least $3.25B, plus Citi bullish on optical interconnects and high PT, bolster AI positioning
CompanyBull
Marvell to Showcase AI Memory and Storage Portfolio at FMS 2026
Today's update: Launched Bravera SC6 PCIe Gen6 SSD controller with 2x performance over prior gen, optimized for AI inference
D1 +12.8% · +5d -2.9%
›3 waves of this story
2026-08-04 Marvell to exhibit at FMS 2026, featuring PCIe 6.0, CXL, and photonic connectivity, addressing memory bottlenecks
2026-08-04 New product launch and AI storage demand drive stock up over 10% ahead of Q2 earnings
2026-08-05 Today's update: Launched Bravera SC6 PCIe Gen6 SSD controller with 2x performance over prior gen, optimized for AI inference
CapitalBull
BDF Gestion Establishes New Stake in MRVL with 14,694 Shares in Q2, per 13F Filing
Institutional new position signals long-term confidence, though small size limits impact
D1 -3.5% · +5d +2.9%
Capital
Institutional Q1 MRVL Position Changes: Mixed Buys and Sells
Marvell to invest $250M in India, expand Bangalore AI R&D
Reuters and Business Wire both confirm the $250M investment and Bangalore expansion, adding independent sources to the existing event.
D1 -6.3% · +5d +29.1%
›2 waves of this story
2026-07-29 3-year plan to boost AI chip development, aligns with prior bullish view
2026-07-29 Reuters and Business Wire both confirm the $250M investment and Bangalore expansion, adding independent sources to the existing event.
AnalystBull
Morgan Stanley: Google Frozen v2 Could Create MRVL Opportunity
Analyst sees custom AI chip demand aiding MRVL; CEO cites MRVL as AI winner
D1 -7.8% · +5d +25.3%
产品Bear
Nvidia Vera Rubin Ramp Reshapes AI Rack BOM, Hits MRVL
Supply chain analysis notes shift to co-packaged optics, potentially affecting MRVL's AI networking share
D1 -2.6% · +5d +2.4%
CapitalBull
MRVL Included in New Photonic and Optical ETF, AI Optics Theme in Focus
New ETF focuses on optics, MRVL weight 4%, reflecting growing optical demand in AI infrastructure
D1 +3.3% · +5d -3.0%
AnalystBear
Erste Group Downgrades MRVL to Hold on Customer Concentration, Valuation
Downgrade cites customer concentration, high P/E, and below-average income growth, amid broad semiconductor selloff.
D1 -7.3% · +5d +2.3%
AnalystBull
Multiple Institutions Bullish on MRVL: AI Network & Advanced Packaging Demand Rising
KeyBanc raised PT to $400 from $385, maintains Overweight; follows prior bullish view on custom AI chips.
D1 +2.3% · +5d -6.5%
›2 waves of this story
2026-07-14 Morgan Stanley sees AI scale-up network market >$70B by 2030; JPMorgan notes CoWoS shortfall widening to 20%, both supportive for MRVL.
2026-07-14 KeyBanc raised PT to $400 from $385, maintains Overweight; follows prior bullish view on custom AI chips.
8-K filing
8-K: Item 8.01, Item 9.01
D1 +5.0% · +5d -22.6%
8-K filing
8-K: Item 5.07, Item 8.01, Item 9.01
D1 +1.6% · +5d -12.8%
8-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +11.1% · +5d +10.6%
8-K filing
8-K: Item 2.02, Item 9.01
D1 -4.6% · +5d +51.8%
Earnings
Earnings report
Q1 FY2027 revenue reached record $2.418 billion, up 28% year-over-year and 9% sequentially, with non-GAAP EPS of $0.80 exceeding guidance midpoint by $0.01
D1 -4.6% · +5d +51.8%
AnalystBull
HSBC upgrades to Buy
D1 +6.1% · +5d +39.6%
$MRVL — what investors on X are saying · SpikePanel
$MRVL — investor discussion on X
Five-factor rating
Strong Buy (sector percentile 85) — value C, growth C+, profitability B-, momentum A+, revisions A-. Updated daily, sector-relative, identical for every user.
Recent events
[bullish] Marvell Technology is seen as an interesting long-term setup after underperforming in 2025, with bullish read-through from SK hynix's CPO roadmap. (2 posts)
