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Marvell Technology (MRVL) Stock News

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Welcome to our dedicated page for Marvell Technology news (Ticker: MRVL), a resource for investors and traders seeking the latest updates and insights on Marvell Technology stock.

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 (NASDAQ: MRVL) reported Q3 FY2026 revenue of $2.075 billion, a record and up 37% YoY, beating guidance midpoint by $15.0 million. GAAP net income was $1.901 billion or $2.20 diluted EPS; non-GAAP net income was $655.0 million or $0.76 diluted EPS. Cash flow from operations was $582.3 million. On Aug 14, 2025 Marvell closed the sale of its automotive ethernet business to Infineon for $2.5 billion, producing a pre-tax gain of $1.8 billion. The company announced the acquisition of Celestial AI to accelerate AI datacenter interconnects. Q4 FY2026 guidance: revenue $2.2B ±5%, GAAP gross margin 51.1%–52.1%, non-GAAP gross margin 58.5%–59.5%.

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Marvell (NASDAQ: MRVL) said Microsoft expanded Azure cloud-based security services using Marvell LiquidSecurity hardware security modules (HSMs) to Europe on Dec 1, 2025, adding to existing Asia and North America deployments.

Marvell noted new eIDAS and Common Criteria EAL4+ certifications for LiquidSecurity, enabling Azure Key Vault, Managed HSM and Cloud HSM services to support electronic ID, cross-border contracts and passport/identity use cases. Marvell highlighted LiquidSecurity 2 performance of up to 1 million keys and >1 million ops/sec, and lower power, space and hardware needs versus traditional 1U/2U HSM appliances.

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Marvell Technology (NASDAQ: MRVL) will host a conference call to review its third quarter of fiscal 2026 results on Tuesday, December 2, 2025 at 1:45 p.m. PT. Interested parties can join via Call me™ (link active ~30 minutes before the call) for an automated callback, or dial 1-877-407-8291 or 1-201-689-8345 for operator assistance.

The call will be webcast on the Marvell Investor Relations site at http://investor.marvell.com/. A replay is available by dialing 1-877-660-6853 or 1-201-612-7415 with passcode 13757043 until Tuesday, December 9, 2025.

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Marvell (NASDAQ: MRVL) added active copper cable (ACC) linear equalizers to its connectivity portfolio, targeting longer reach and improved power efficiency for in-rack, scale-up AI interconnects.

The analog ACC equalizers leverage Marvell PAM4 expertise for 100G/lane and 200G/lane devices, support 800G and 1.6T copper links, and claim superior gain versus competing ACC at the same cable gauge. Marvell positions ACC alongside its existing AEC and AOC chipsets to offer a full range of scale-up interconnect options. The new ACC linear equalizers are currently sampling to customers and were showcased at the OCP Global Summit (Oct 13–16, 2025).

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Marvell (NASDAQ: MRVL) will present its next-generation accelerated infrastructure at the OCP Global Summit from October 13–16, 2025 in San Jose, CA.

Marvell plans demonstrations at Expo Hall Booth B1 showcasing chiplet integration, custom silicon, next‑generation memory (CXL near‑memory acceleration and memory expansion/compression), co‑packaged optics/copper systems, PCIe 6 retimers, 800G/1.6T AEC, optical DSPs, and switch telemetry APIs.

The company emphasizes open standards, ecosystem partnerships, and solutions aimed at improving deployment speed, power efficiency, scalability, and cost‑per‑bit for AI servers, racks and multi‑site data center topologies.

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Marvell Technology (NASDAQ: MRVL) announced its participation at the European Conference on Optical Communication (ECOC) from September 28 to October 2, 2025, in Copenhagen, where it will showcase its advanced interconnect portfolio for AI data center infrastructure.

The company will demonstrate several key technologies including its Co-packaged Optics (CPO) platform for AI scale-up, COLORZ® 800G ZR/ZR+ for multi-site AI training, and 200G/Lambda 1.6T PAM4 Optical Interconnect featuring the Ara 3nm PAM4 DSP. These solutions address the growing demand for high-performance interconnect technologies in AI-driven data center architectures.

Marvell experts will deliver multiple technical presentations throughout the conference, focusing on coherent technologies, rackscale connectivity, and phase noise optimization for coherent pluggables.

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Marvell Technology (NASDAQ: MRVL) has announced a significant capital return initiative, including a new $5 billion stock repurchase authorization and a $1 billion accelerated share repurchase (ASR) program. The company has already repurchased $300 million of common stock in the current quarter under its regular program.

As of August 2, 2025, Marvell had approximately $2.0 billion remaining under its prior repurchase authorization. The company's CEO Matt Murphy emphasized their conviction in the business and commitment to pursuing growth opportunities in AI infrastructure while maintaining a strong balance sheet.

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Marvell Technology (NASDAQ: MRVL) has announced its latest quarterly dividend payment. The company will distribute a dividend of $0.06 per share of common stock to eligible shareholders.

The dividend will be paid on October 30, 2025, to stockholders who are on record as of October 10, 2025.

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Marvell Technology (NASDAQ: MRVL) has achieved a significant milestone with its Structera CXL memory-expansion controllers completing interoperability testing with DDR4 and DDR5 memory solutions from Micron, Samsung, and SK hynix. This follows previous successful testing with AMD EPYC and Intel Xeon platforms, making Structera the only CXL 2.0 product family fully tested across major CPU architectures and memory suppliers.

The Structera product line features two families: Structera A with 16 Arm Neoverse V2 cores for high-bandwidth memory applications, and Structera X for memory expansion in general-purpose servers. Both product families are industry-first with four memory channels, inline LZ4 compression, and 5nm manufacturing processes.

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Marvell Technology (NASDAQ: MRVL) reported strong Q2 fiscal 2026 results with record revenue of $2.006 billion, representing a 58% year-over-year increase. The company posted GAAP net income of $194.8 million ($0.22 per diluted share) and non-GAAP net income of $585.5 million ($0.67 per diluted share).

The company's growth is driven by strong AI demand for custom silicon and electro-optics products, along with recovery in enterprise networking and carrier infrastructure markets. Marvell is currently engaged in over 50 new AI opportunities across more than 10 customers.

For Q3 fiscal 2026, Marvell expects revenue of $2.060 billion (±5%), with non-GAAP gross margin of 59.5-60.0% and non-GAAP EPS of $0.74 (±$0.05). The outlook reflects the recent divestiture of Marvell's Automotive Ethernet business completed on August 14, 2025.

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FAQ

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

The current stock price of Marvell Technology (MRVL) is $234.33 as of August 17, 2026.

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

The market cap of Marvell Technology (MRVL) is approximately 210.3B.