How Marvell Technology Stock Gained 50%

MRVL: Marvell Technology logo
MRVL
Marvell Technology

Marvell Technology (MRVL) surged nearly 50%, powered by a sharp revenue lift and soaring market optimism. Behind the scenes: stellar Q2 and Q3 earnings, a smart AI-driven acquisition, and strategic moves reshaping its future—sparking investor excitement and a fresh valuation leap.

Below is an analytical breakdown of stock movement into key contributing metrics.

  6062025 12032025 Change
Stock Price ($) 68.2 100.2 46.8%
Change Contribution By LTM LTM
Total Revenues ($ Mil) 6,501.7 7,234.9 11.3%
P/S Multiple 9.1 11.9 31.6%
Shares Outstanding (Mil) 864.8 862.6 0.3%
Cumulative Contribution 46.8%

So what is happening here? The stock jumped 47%, fueled by an 11% revenue boost and a 32% rise in its P/S multiple. Let’s dive into the key events driving these impressive shifts.

Here Is Why Marvell Technology Stock Moved

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  • Q2 FY26 Earnings: MRVL shares slipped as Q2 revenue missed estimates slightly, despite strong YoY growth.
  • Q3 FY26 Earnings Beat: Q3 EPS and revenue beat estimates, with strong data center momentum and upbeat Q4 guidance.
  • Celestial AI Acquis.: Acquisition announced with Q3 results to strengthen Marvell’s AI data center position.
  • Strong AI Demand: Consistent robust demand for AI-driven custom silicon and electro-optics products.
  • Automotive Divestiture: Sale of Automotive Ethernet business in August 2025 impacted segment revenue.

Our Current Assesment Of MRVL Stock

Opinion: We currently find MRVL stock relatively expensive. Why so? Have a look at the full story. Read Buy or Sell MRVL Stock to see what drives our current opinion.

Risk: A good way to gauge risk with MRVL is checking how far it’s fallen in past market sell-offs. It plunged about 91.6% in the Dot-Com crash and nearly 77.1% during the Global Financial Crisis. The inflation shock also hit hard, roughly a 62% drop. Even the milder sell-offs like the 2018 correction and Covid pullback saw declines around 40%. This shows that no matter how solid the setup looks, MRVL can still take a big hit when markets turn south.

MRVL stock may have seen strong gains recently, but investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.