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Marvell Technology (MRVL) Stock News

MRVL Nasdaq

Marvell Technology, Inc. develops data infrastructure semiconductor solutions for systems that move, store, process and secure data. The company is a fabless chip designer serving data center, carrier, enterprise and consumer end markets with processors, optical and copper transceivers, switches and storage controllers.

MRVL news regularly covers product launches and portfolio expansion across AI data-center connectivity, optical DSPs, silicon photonics, SerDes, PCIe and CXL switching, near-memory acceleration, telemetry and custom silicon. Company updates also include financial-results conference calls, quarterly dividend declarations, acquisitions that add optical or interconnect technology, and ecosystem demonstrations for cloud and carrier architectures.

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Marvell Technology (MRVL) declared a quarterly dividend of $0.06 per share, payable October 29, 2026.

The dividend covers common stock and preferred stock on an as-converted-to-common-stock basis. Stockholders of record as of October 9, 2026, will receive the payment.

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Marvell (MRVL) will showcase industry-first 2nm optical interconnect technology demonstrations for AI data center infrastructure at ECOC 2026 in Málaga, Spain, from September 20–24, 2026.

The company plans 38 demos, including first 2nm 400G/lane optical PAM4, live 2nm 800G ZR/ZR+ OSFP pluggables with integrated MACsec, and 2nm 1.6T ZR and O-band coherent-lite technologies. Marvell will also feature a 102.4 Tbps co-packaged optics platform with 200G-per-lane silicon photonics, aimed at improving bandwidth density, power efficiency and security across AI data center networks.

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Marvell (MRVL), Microsoft and Utimaco launched Azure Payment HSM v2, a cloud-native payments security service, on September 17, 2026.

The fully managed platform combines Marvell LiquidSecurity hardware security modules, Utimaco Atalla Payments Module software and Microsoft Azure to secure critical payment workloads and transactions. It targets banks and payment providers needing PCI security, compliance, audit and operational controls without deploying or managing physical HSM infrastructure, and is available in public preview in Western U.S. and Western Europe.

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GlobalFoundries (GFS) and Marvell (MRVL) have expanded a multi-year agreement to increase capacity for GF’s silicon germanium (SiGe) technology at its Burlington, Vermont facility to support growing demand for next-generation optical connectivity in AI and cloud data centers.

The collaboration targets high-performance SiGe used in pluggable optical transceivers, Near-Packaged Optics (NPO) and Co-packaged Optics (CPO), and is expected to add significant capacity for Marvell’s requirements. GF’s SiGe portfolio currently supports 200G-per-lane optical links and has a roadmap for higher-speed generations as bandwidth needs grow. The deal builds on more than a decade of joint work between the companies.

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Marvell (MRVL) will showcase its end-to-end AI data center connectivity and memory portfolio at AI Infra Summit 2026, held September 15–17 at the Santa Clara Convention Center in California.

Demonstrations at Booth #704 will cover Photonic Fabric technology for multi-rack memory sharing, the RELIANT interconnect telemetry platform for real-time link health monitoring, and the Teralynx T100 102 Tbps Ethernet switch for large-scale AI networks. Marvell will also highlight a 256-lane PCIe 6.0 scale-up switch, CXL-based memory expansion and pooling solutions, high-speed storage offerings including a PCIe 6.0 NVMe SSD controller, and DPUs with Ethernet switching for NVMe-over-network access. Company executives will give presentations and panels on next-generation AI data center connectivity, including a keynote titled “AI Inference at Scale.”

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Marvell Technology (NASDAQ: MRVL) reported record second-quarter fiscal 2027 net revenue of $2.739 billion, up 37% year over year and about $39 million above the prior guidance midpoint. GAAP net income was $308.0 million or $0.33 diluted EPS, while non-GAAP net income was $865.9 million or $0.94 diluted EPS. GAAP and non-GAAP gross margins were 53.1% and 58.9%, respectively. Cash flow from operations reached $605.5 million.

According to Marvell, growth was driven by strong demand across its Data Center portfolio, with that segment’s revenue up 46% year over year. For the third quarter of fiscal 2027, the company expects net revenue of $3.150 billion +/- 5%, GAAP diluted EPS of $0.53 +/- $0.05, and non-GAAP diluted EPS of $1.10 +/- $0.05. Management also raised its revenue outlook for fiscal 2027 and 2028 and highlighted robust AI-related bookings.

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Marvell (NASDAQ: MRVL) announced new Bravera, Structera X and Photonic Fabric innovations to expand its AI memory infrastructure portfolio across server-level storage, rack-scale CXL memory expansion and pooling, and pod-level optical shared memory. The portfolio targets KV cache growth, GPU stalls and token efficiency constraints in agentic AI inference.

Bravera SC6 PCIe 6.0 SSD controller is described as doubling the performance of Bravera SC5, supporting NAND from multiple suppliers for hyperscale deployments. Structera X enables rack-level memory expansion and pooling for larger models and longer context windows. Photonic Fabric enables multi-rack optical shared memory, allowing up to 32TB of warm KV cache offload and, according to Marvell, up to 2–3x higher token throughput within existing data center footprints and power envelopes.

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Marvell Technology (NASDAQ: MRVL) will release its second quarter fiscal 2027 financial results on Thursday, August 27, 2026, followed by a conference call at 1:45 p.m. Pacific Time. The call will be accessible via Call me™, dial-in numbers, and webcast on the Marvell investor relations website.

Marvell also scheduled an Investor Day for the morning of Tuesday, October 6, 2026 in New York City, featuring presentations by Chairman and CEO Matt Murphy and senior leadership, with a live and replay webcast available online. In-person attendance is by invitation only.

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Marvell Technology (NASDAQ: MRVL) will showcase its AI memory and storage infrastructure portfolio at FMS 2026, held August 4–6 at the Santa Clara Convention Center and Hyatt Regency. Demonstrations at Booth #805 will feature PCIe 6.0 SSD controllers, CXL-based memory solutions, Octeon DPUs and Photonic Fabric optical interconnects.

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Marvell (NASDAQ: MRVL) plans to invest $250 million in India over the next three years to expand technology, talent and infrastructure as it marks 20 years of engineering operations in the country. The company intends to double its India headcount, add a new wing to its Bangalore facility and grow its Hyderabad presence to support design and development of advanced semiconductor solutions for AI, cloud and data infrastructure.

India is now Marvell’s second-largest R&D organization, with teams in Bangalore, Pune and Hyderabad working on advanced process technologies (2nm and beyond), high-speed analog IP, software/firmware and end-to-end silicon. Marvell also highlighted its MSTEM scholarship program, which received over 7,000 applications and awarded 100 scholarships to engineering students across India.

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FAQ

What is the current stock price of Marvell Technology (MRVL)?

The current stock price of Marvell Technology (MRVL) is $261.935 as of September 26, 2026.

What is the market cap of Marvell Technology (MRVL)?

The market cap of Marvell Technology (MRVL) is approximately 235.4B.