Marvell Technology (NASDAQ:MRVL), a firm focused on manufacturing semiconductor integrated circuits for data centers, has recently revealed its Q1 fiscal 2026 results. The company slightly surpassed analyst predictions, disclosing earnings of $0.62 per share on revenues of $1.9 billion, compared to consensus estimates of $0.61 and $1.88 billion, respectively.
Marvell Technology, Inc. (NASDAQ:MRVL ) Q1 2026 Earnings Conference Call May 29, 2025 4:45 PM ET Company Participants Ashish Saran - Senior Vice President, Investor Relations Matt Murphy - Chairman and Chief Executive Officer Willem Meintjes - Chief Financial Officer Conference Call Participants Vivek Arya - Bank of America Ross Seymore - Deutsche Bank Tore Svanberg - Stifel Timothy Arcuri - UBS Chris Caso - Wolfe Research Harsh Kumar - Piper Sandler Thomas O'Malley - Barclays Harlan Sur - JPMorgan Blayne Curtis - Jefferies Quinn Bolton - Needham & Company Srini Pajjuri - Raymond James Joshua Buchalter - TD Cowen Operator Good afternoon and welcome to Marvell Technology, Inc. First Quarter of Fiscal Year 2026 Earnings Conference Call. Note that all participants will be in listen-only mode.
Although the revenue and EPS for Marvell (MRVL) give a sense of how its business performed in the quarter ended April 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Marvell Technology (MRVL) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.24 per share a year ago.
Marvell Technology's Q1 results are likely to reflect the benefits of strong traction in custom AI silicon and data center end markets.
Marvell Technology (NASDAQ:MRVL) is scheduled to report its earnings on Thursday, May 29, 2025. For event-driven traders, understanding the company's historical performance around earnings announcements can be crucial.
Diving into some best-in-class, beaten-down tech stocks to buy before everyone else on Wall Street starts searching for deals again.
AI-driven data center growth, networking recovery and automotive stability are likely to have driven Marvell Technology's financial performance in the first quarter.
Evaluate the expected performance of Marvell (MRVL) for the quarter ended April 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Marvell was once a hot AI stock. Now, Melius Research worries about the company's Amazon business and its downscaled analyst event.
Marvell Technology's 40%+ YTD drop presents a compelling buy for tech and AI investors, with significant upside potential as AI infrastructure demand accelerates. Strong partnerships, innovative custom compute capabilities, and rapid data center growth position MRVL at the forefront of AI technology, alongside industry leaders. The current valuation is attractive, trading at the sector median, despite high growth forecasts; my base case targets 35% upside, with potential for 100% in a bull scenario.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.