Key Metrics
Company Snapshot
Marvell is a Semiconductors company, based in Santa Clara, California, USA, founded 1995 by Sehat Sutardja, Weili Dai, Pantas Sutardja. Market cap $200.90B (As of Sep 5, 2026, companiesmarketcap.com).
Recent changes
- Sep 9, 2026Sep 9, 2026Marvell tells Wall Street AI capex has no ceiling Pulse story
- Sep 5, 2026Sep 5, 2026First reported market cap: $200.90B companiesmarketcap.com
- Aug 28, 2026Aug 28, 2026Chip Stocks Slide as Marvell Miss Spooks AI Trade Pulse story
- Aug 28, 2026Aug 28, 2026Marvell Guided to 50% Growth and Fell 6% Pulse story
- Aug 28, 2026Aug 28, 2026Marvell, Rubrik, SentinelOne Beat -- Stocks Fall Anyway Pulse story
Earlier changes (1)
- Aug 19, 2026Aug 19, 2026Marvell Gives Google Right to Buy $12.2B in Stock Pulse story
Latest Pulse
- Sep 30, 2026CScale Exits Stealth With $145M for AI Optical LinksCScale emerged from stealth with $145 million in Series C funding -- $188 million raised in total, including backing from Nvidia and Intel Capital -- to build optical interconnects for gigawatt-scale AI data centers.→
- Sep 14, 2026Chips Sank And Hyperscalers Rose On Amodei's AI EssayMarkets repriced the AI trade along a single fault line after Dario Amodei's pacing essay: semiconductor names fell hard while Alphabet, Microsoft and Meta gained.→
- Sep 14, 2026Huawei Pitches A Cheaper Path Around Co-Packaged OpticsHuawei is promoting near-packaged optics as a lower-cost alternative to co-packaged optics for AI networking, targeting the serviceability and yield problems that have slowed CPO adoption.→
- Sep 14, 2026The 'Killer AI' Doom Talk Is A Moat, And I Am Not Buying ItThe loudest warnings about existential AI risk come from the firms best positioned to absorb the rules those warnings justify, and the effect on early-stage competition is the part nobody in the debate is pricing.→
- Sep 13, 2026Why The AI Bosses Started Warning About AIA cluster of safety warnings from the people running the largest AI labs arrived within days of each other, and the reasons are commercial, regulatory and technical at once rather than a single change of heart.→
- Sep 10, 2026Why AI Capex Forecasts Keep Being Too LowBroadcom, Marvell, Oracle, Qualcomm and Anthropic have each raised AI revenue guidance, backlog figures or credit capacity this quarter rather than lowering them, a pattern holding across chipmakers, cloud providers and frontier labs.→
- Sep 9, 2026Marvell tells Wall Street AI capex has no ceilingMarvell lifted its fiscal 2028 custom-chip revenue target to roughly $18 billion and its fiscal 2027 outlook to about $12 billion, sending the stock up more than 6% just three weeks after a guidance beat had sent it the opposite direction.→
- Sep 8, 2026Qualcomm and Amazon strike $60B AI chip pactQualcomm and Amazon announced a multi-generational deal to co-develop custom AI inference chips and optical interconnects for AWS data centers, tied to up to $60 billion in potential future purchases and a warrant for Amazon to buy a stake in Qualcomm worth.→
- Aug 30, 2026AI Earnings Season Just Split Into Winners and LosersSalesforce and CrowdStrike jumped more than 20% on AI-driven earnings beats this week, while Marvell fell 6% on a beat of its own -- proof the market is now pricing AI software monetization and AI hardware capacity on opposite curves.→
- Aug 28, 2026Marvell Guided to 50% Growth and Fell 6%Marvell posted record revenue of $2.74 billion, up 37%, raised its fiscal 2028 target to about $18 billion, and the stock still dropped 6% -- a lesson in what AI multiples now require.→
Coverage Timeline
newest first- Sep 9, 2026AIMarvell tells Wall Street AI capex has no ceiling$18B FY28 guide→
- Aug 30, 2026BIG TECHAI Earnings Season Just Split Into Winners and Losers→
- Aug 28, 2026IPOMarvell Guided to 50% Growth and Fell 6%-6% on the day→
- Aug 28, 2026IPOMarvell, Rubrik, SentinelOne Beat -- Stocks Fall Anyway→
- Aug 28, 2026BIG TECHChip Stocks Slide as Marvell Miss Spooks AI TradeMarvell -16% premarket→
- Aug 19, 2026FUNDINGMarvell Gives Google Right to Buy $12.2B in Stock$12.2B stock warrant→
All Coverage
AI$18B FY28 guide
Marvell tells Wall Street AI capex has no ceiling
Marvell lifted its fiscal 2028 custom-chip revenue target to roughly $18 billion and its fiscal 2027 outlook to about $12 billion, sending the stock up more than 6% just three weeks after a guidance beat had sent it the opposite direction.
DEEP DIVE
AI Earnings Season Just Split Into Winners and Losers
BIG TECH
AI Earnings Season Just Split Into Winners and Losers
Salesforce and CrowdStrike jumped more than 20% on AI-driven earnings beats this week, while Marvell fell 6% on a beat of its own -- proof the market is now pricing AI software monetization and AI hardware capacity on opposite curves.
DEEP DIVE
Marvell Guided to 50% Growth and Fell 6%
IPO-6% on the day
Marvell Guided to 50% Growth and Fell 6%
Marvell posted record revenue of $2.74 billion, up 37%, raised its fiscal 2028 target to about $18 billion, and the stock still dropped 6% -- a lesson in what AI multiples now require.
THE VC READ
Marvell, Rubrik, SentinelOne Beat -- Stocks Fall Anyway
IPO
Marvell, Rubrik, SentinelOne Beat -- Stocks Fall Anyway
Marvell, Rubrik and SentinelOne all beat quarterly estimates and raised or met guidance, yet all three stocks fell, a signal that investors are pricing AI-adjacent names for perfection rather than just growth.
THE VC READ
Chip Stocks Slide as Marvell Miss Spooks AI Trade
BIG TECHMarvell -16% premarket
Chip Stocks Slide as Marvell Miss Spooks AI Trade
Marvell's premarket slide after underwhelming guidance dragged Nvidia, Broadcom and the broader chip sector lower Friday, a day after Nvidia's own earnings beat had powered a $400 billion market-cap rally.
FOLLOW-UP
Marvell Gives Google Right to Buy $12.2B in Stock
FUNDING$12.2B stock warrant
Marvell Gives Google Right to Buy $12.2B in Stock
Marvell granted Google warrants to buy up to $12.2B of its shares, vesting as Google buys custom chips through fiscal 2033, in a deal that could bring Marvell roughly $120B in chip sales and diversifies Google away from Broadcom.
DEEP DIVE
Value Add Research
- AI & Technology · Oct 8, 2026Semiconductor Startup Series B Rounds in 2026, Ranked by Size
- AI & Technology · Aug 27, 2026Eliyan Valuation 2026: $1B After a $145M Series C
- AI & Technology · Jul 28, 2026Who's Actually Shipping AI Chips? 2026 Supply Ranked
- AI & Technology · Jul 23, 2026Alphabet Hiked Capex to $205B, Then Its Stock Fell 5%
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Marvell FAQ
What is Marvell's market cap?
Marvell's market cap is $200.90B (As of Sep 5, 2026, companiesmarketcap.com).
Is Marvell publicly traded?
Yes. Marvell trades, with a market cap of $200.90B (As of Sep 5, 2026).
Sources & methodologyshow
Where these figures come from
- companiesmarketcap.comresearch database1 fact
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.