Marvell Technology, Inc.(MRVL)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Marvell Technology, Inc. (MRVL) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores MRVL at 76.5/100 on a 32-signal composite quality model, placing it at rank #83 of 2,960 stocks — the top 5% of the AI-ranked universe. MRVL scores in the top quartile across profitability (90.9), revenue growth (89.7), balance sheet strength (87.3). Areas of concern include earnings quality (36.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 20.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Marvell Technology, Inc. reports quarterly revenue of $2.7B, net income of $308.0M, free cash flow of $478.8M. Top institutional holders of MRVL by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, FMR, based on the most recent SEC filings. MRVL trades on the Nasdaq exchange and files with the SEC under CIK 1835632. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MRVL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Marvell Technology, Inc. directly from SEC EDGAR.
AI Quality Score
76.5/100
AI Rank
#83
Revenue
$2.7B
Net Income
$308.0M
Free Cash Flow
$478.8M
MRVL key financials by period
Marvell Technology, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$8.2B
$2.7B
16.1%
FY 2025
10-K
$5.8B
$-885.0M
-12.5%
FY 2024
10-K
$5.5B
$-933.4M
-10.3%
FY 2023
10-K
$5.9B
$-163.5M
4.0%
FY 2022
10-K
$4.5B
$-421.0M
-7.8%
FY 2021
10-K
$3.0B
$-277.3M
-8.7%
Institutions holding MRVL
Institutional investors reporting a position in Marvell Technology, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-28 — Q2 FY2027 (quarter ended August 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net revenue rose 37% YoY to $2.74B on a 46% jump in data center sales driven by AI demand, with gross margin up 2.7 points to 53.1%.
Biggest Revenue Drivers
Data center$2,171.5M+46% YoY
Driven by AI-related demand across electro-optics, custom, storage, and switching products
Communications and other$567.8M+10% YoY
Continued recovery on normalizing customer inventory levels, offset by automotive ethernet divestiture
Biggest Revenue Drivers
Total revenue: $2,739.3M+37% YoY
Data center$2,171.5M+46% YoY
Driven by AI-related demand across electro-optics, custom, storage, and switching products
Communications and other$567.8M+10% YoY
Continued recovery on normalizing customer inventory levels, offset by automotive ethernet divestiture
Largest Expense Items
Cost of goods sold$1,283.7M+29.0% YoY
46.9% of net revenue versus 49.6%, on better cost absorption and product mix
Research and development$741.1M+42.8% YoY
Higher employee compensation from headcount growth including new employees from recent acquisitions
Selling, general and administrative$257.6M+33.6% YoY
Primarily an increase in employee compensation and related costs
Margins: Gross margin rose 2.7 percentage points to 53.1% of net revenue, which the filing attributes primarily to better cost absorption driven by higher revenues and better product mix.
Watch Items from the Filing
Customer concentration: Distributor A was 44% of net revenue (up from 34%) and Customer A 16%; four customers were 72% of gross accounts receivable.
Data center is 79% of revenue, up from 74%; filing flags risk that AI infrastructure capex may not be sustainable long term.
China shipments were $1,161.5M, 42% of revenue versus 29% a year ago, amid tariff and export-license risk disclosures.
Celestial contingent consideration liability grew to $749.5M, with a $101.9M fair-value charge in the quarter; max settlement ~$233.0M cash plus 22.4M shares.
Post-quarter warrant issued to a customer for up to 59.0 million shares at $206.58, vesting on revenue milestones through fiscal 2033.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
