MARVELL TECHNOLOGY, INC
boothcheck covers MARVELL TECHNOLOGY, INC (MRVL) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 3, 2026.
At $312.37 (as of June 27, 2026) the price sits far above almost every valuation method. Only the most forward DCF reaches it, by holding today's roughly 200x EV/EBITDA flat for years; the asset, earnings, and peer-multiple methods land between $18 and $50. The price is a bet on durability the static frames cannot see. The business behind it is genuinely strong. Fiscal 2026 revenue hit a record $8.2 billion, up 42% on AI demand, and Marvell locked in more than 20 custom AI chip design wins for
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1,496 institutional managers reported holding MRVL in 13F filings for the quarter ended 2026-03-31. Together they hold about 80% of the company; the top 10 hold 44%. 235 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, BlackRock, among others. On the short side, 39.3M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
MRVL's share count grew 7.4% over the past five years even with $3.23B spent on repurchases. It pays a dividend, and has paid one every year in our records (6 and counting); the current rate is $0.24 a share annually. Cash returned over the past three years: $621.80M in dividends and $3.12B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at MRVL over the trailing three years: 2024: 2 buys totaling $1.11M; 2025: 5 buys totaling $2.32M. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
MRVL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-26 | -13.0% | -11.7% |
| 2023-12-02 | -5.9% | +27.9% |
| 2024-03-14 | -7.3% | +10.6% |
| 2024-06-01 | -9.2% | -13.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
MRVL's latest 8-K filings: 2026-08-27 (items 2.02, 9.01); 2026-08-19 (items 1.01, 3.02, 9.01); 2026-07-09 (items 8.01, 9.01); 2026-06-25 (items 5.07, 8.01, 9.01); 2026-06-11 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 3, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.