Marvell Technology, Inc.
Nasdaq: MRVL·Wilmington, Delaware·CIK 0001835632
- Price
- $264.21
- Base IV
- $27.67
- Your value
- $27.67
- -89.5%
Valuation snapshot
Price is above even the bull case. Price as of Oct 1, 2026 · Valuation Aug 16, 2026.
Track record
Reported financials are not available yet.
Why the gap?
At $264.21 the market is pricing Marvell Technology, Inc. as if revenue grows 95.4% a year. This valuation assumes it grows 22.0% a year. That single disagreement accounts for most of the distance between the two numbers — which makes it the first thing worth auditing.
Implied by price
+95.4%
revenue growth a year, holding everything else researched
Assumed here
+22.0%
researched base case, grounded in filings and guidance
Many combinations of assumptions reproduce the same price. These are ways to read what the market might expect, not its actual view.
Your valuation
Four judgments stand between the filing and a number. Audit them one at a time and leave with a valuation that is yours.
- 01 Revenue growth34.0%
- 02 Operating margin23.0%
- 03 Risk and beta1.52
- 04 Long-run growth2.8%
About 4 minutes · no account needed
What drives the base case
All three cases →Marvell's latest growth came from both data centers and its other communications products, while management reported stronger AI bookings across several product families. This case assumes those programs turn into sustained sales over the next two years rather than a single spending burst. As sales expand, engineering and corporate costs grow more slowly, but customer concentration and competition keep the outcome below the most optimistic case.
What shapes the assumptions
No structured value drivers are attached to this valuation yet.
How confident is this estimate?
Quality checksSome of any gap to the price is model uncertainty rather than real disagreement. Start with the weakest components.
- Scenario dispersion2.2
- Terminal-value dependency2.3
- Historical stability5.6
- Margin predictability0.0
Why the number moved
No prior valuation bridge is available yet. Future recalculations will explain what moved.
Base estimate
$27.67 -89.5%

