- Prev close
- $210.54
- Day range
- $205.52 – $221.87
- Next earnings
- in 19 days
Marvell’s +12.8% move came alongside a broad AI-led semiconductor rally and a strong Nasdaq session, so the tape looks more sector-supported than stock-specific. The setup is constructive on growth, but the valuation remains demanding at PE 74.6 and forward PE 35.9.
MRVL
MARVELL TECHNOLOGY INC
As of Aug 4, 2026
67/100
Worth keeping an eye onHealth ScoreWhy it moved
MRVL finished +12.8% in a session when the S&P 500 rose +1.8% and the Nasdaq 100 rose +3.4%, so the index backdrop explains only part of the move. The cleaner driver is sector strength: same-day peers were mixed to higher, with QCOM +2.7%, MPWR -0.7%, CBRS +3.3%, and ALAB +12.7%, while headlines pointed to semiconductor stocks leading the S&P 500 to all-time highs and to AI-linked earnings lifting the market. That makes this primarily a sector-wide AI/semiconductor rally rather than a company-specific catalyst.
Volatility check
This is elevated but not out of character for the stock. Beta is 2.28, so MRVL is expected to move more than the market, and the valuation is rich at PE 74.6, forward PE 35.9, and PEG 1.28; PEG is P/E divided by growth rate, so 1.28 means investors are paying 1.28x the growth rate, which leaves the shares sensitive to any change in sentiment. The fundamentals are still solid, with revenue +34.1% YoY (TTM), the latest quarter +27.6% YoY, gross margin +51.5%, operating margin +36.6%, and net margin +29.0%. So the gain is supported by strong growth, but the price already discounts a lot of it, which means swings of this size are plausible even without a fundamental break.
Earnings preview
The next earnings date is 2026-08-27. The facts do not include consensus revenue or EPS expectations for that report, so I cannot state expected growth or margins for the upcoming print. What is visible is the current baseline: revenue +34.1% YoY (TTM), latest quarter +27.6% YoY, gross margin +51.5%, operating margin +36.6%, and net margin +29.0%. The market will likely focus on whether AI/data-center demand can keep that growth rate near the latest quarter, whether margins hold near those levels, and whether guidance supports the current PE 74.6 and forward PE 35.9. Prior post-earnings reaction data is not available in the facts, so I won’t infer a pattern.
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