Key Stats for Marvell Stock
- Price change for Marvell stock: 12%
- $MRVL Stock Price as of Mar. 31: $99
- 52-Week High: $103
- $MRVL Stock Price Target: $121
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What Happened?
Marvell Technology (MRVL) stock jumped more than 12% after Nvidia announced a $2 billion direct investment in the company alongside a major strategic partnership.
The deal connects Marvell into Nvidia’s AI infrastructure ecosystem through a platform called NVLink Fusion.
Under the agreement, Marvell will supply custom chips and networking components, while Nvidia brings its own suite of AI hardware, including CPUs, NICs, interconnects, and switches.
Together, the two companies are building what amounts to a full rack-scale AI infrastructure stack.
This isn’t a typical supplier deal.
It’s a direct vote of confidence from the world’s most important AI company that Marvell belongs at the center of the AI infrastructure build-out.
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What the Market Is Telling Us About Marvell Stock
Marvell Technology stock has been on a strong run, and today’s news adds serious fuel to that story.
The Nvidia partnership validates what Marvell has been building for years — a broad portfolio of chips and networking products that sits right at the intersection of how AI data centers are designed and connected.
The timing also matters.
- Marvell recently closed its $3.25 billion acquisition of Celestial AI, which develops photonic fabric technology for faster chip-to-chip data movement.
- That acquisition fits directly into the Nvidia partnership, particularly as both companies push into silicon photonics and next-generation interconnect architecture.
The fundamentals back up the enthusiasm.
- Marvell just reported record fiscal 2026 revenue of $8.2 billion — up 42% year over year.
- Earnings per share grew 81%.
- Data center revenue surpassed $6 billion for the year.
- Looking ahead, management raised its fiscal 2027 revenue outlook to above $11 billion, with data center expected to grow roughly 40% year over year.
- Q1 fiscal 2027 guidance came in at $2.4 billion at the midpoint.
- And fiscal 2028 revenue is now expected to approach $15 billion, with earnings per share well above $5.
CEO Matt Murphy has been clear that Marvell is in the early stages of a multiyear AI infrastructure cycle.
Bookings are at all-time highs. Custom chip programs are ramping. And the Nvidia investment suggests the biggest players in AI see Marvell Technology stock as a long-term strategic partner, not just a vendor.
For investors, the question is whether the current valuation already prices in the growth ahead.
But with design wins accelerating and revenue guidance rising every quarter, Marvell Technology stock continues to look like one of the more compelling ways to play the AI infrastructure theme.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
