Company Dossier · Information Technology
Marvell Technology
- S&P 500
- Nasdaq-100
- Russell 1000
What Marvell Technology is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to August 1, 2026: $9.45 billion, up 31% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to August 1, 2026: $1.73 billion, up 13% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to August 1, 2026: $0.47 billion, up 52% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to January 31, 2026: $2.04 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to January 31, 2026: $1.20 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 27, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed March 11, 2026): 3 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $13.5 million on the open market.SEC Form 4
- 2,229 institutional managers reported a position at June 30, 2026 (+684 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 192 (131 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 13, of which 1 read positive and 0 negative.Palanor headline tone
Company Posture
How Company Posture is measured →What Marvell Technology is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Mixed
Expanding ↔ Retrenching
Expanding
- Capital spending79th pct
- Debt raised38th pct
- Buybacks vs capex39th pct
- Hiring filings80th pct
- Deals and private raises94th pct
- Patent publications84th pct
Confident ↔ Hedging
Mixed
- Call sentiment58th pct
- Call confidence66th pct
- Guidance changes37th pct
- Risk factors added29th pct
- Insider open-market trades28th pct
- − Guidance changes
- − Insider open-market trades
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver76th pct
- Stress filings49th pct
Credit
How these are built →Marvell Technology's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$5.0B
- Due within a year $0.0B
- Longer term $5.0B
- Default point $2.5B (short + ½ long)
Finance leases included · Aug 1, 2026 filing
Bonds priced, last 12 months
$1.0B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Apr 6, 2026 | $1B | 5.300% | 2036 (10y) | +97bp | 5.315% |
| Jun 23, 2025 | $500M | 4.750% | 2030 (5y) | +88bp | 4.771% |
| Jun 23, 2025 | $500M | 5.450% | 2035 (10y) | +115bp | 5.474% |
From the pricing term sheets Marvell Technology filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Marvell Technology, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralMarvell Technology Inc (MRVL) Shares Fall 5.6% -- What GF Score of 76 Tells Investors
gurufocus.com · via Marketaux · Oct 16, 2026
- PositiveMarvell: Why I’m Finally Upgrading To Buy (Rating Upgrade) (NASDAQ:MRVL)
seekingalpha.com · via Marketaux · Oct 10, 2026
- NeutralMarvell: The Trillion-Dollar Math Comes With A Catch (NASDAQ:MRVL)
seekingalpha.com · via Marketaux · Oct 8, 2026
- NeutralMarvell: Investor Day Resets The AI Growth Story (NASDAQ:MRVL)
seekingalpha.com · via Marketaux · Oct 8, 2026
- NeutralMarvell Stock Projects $80 Billion In Revenue, But I'm Not Buying (NASDAQ:MRVL)
seekingalpha.com · via Marketaux · Oct 7, 2026
- NeutralMarvell Technology, Inc. (MRVL) Analyst/Investor Day - Slideshow (NASDAQ:MRVL) 2026-10-07
seekingalpha.com · via Marketaux · Oct 7, 2026
- NeutralMarvell Technology, Inc. (MRVL) Analyst/Investor Day Transcript
seekingalpha.com · via Marketaux · Oct 7, 2026
- NeutralMarvell Technology (MRVL) Shares Surge 7% on Revenue Outlook Boost
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralMarvell (MRVL) Sets Ambitious FY31 Targets Amid Significant Valuation Premium
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralMarvell Technology (MRVL) Shares Surge 10% After Raising Fiscal 2028 Revenue Forecast
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralMarvell Technology: Poised To Thrive During The AI Buildout (NASDAQ:MRVL)
seekingalpha.com · via Marketaux · Oct 5, 2026
- NeutralMarvell: Surprisingly Cheaper Than In August, But There's A Catch (NASDAQ:MRVL)
seekingalpha.com · via Marketaux · Sep 30, 2026
- NeutralMarvell Stock: The Market Is No Longer Trading On FY2027 (NASDAQ:MRVL)
seekingalpha.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (MEHLMAN CONSULTING, INC.)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (MARVELL TECHNOLOGY, INC.)third_quarter 2026 · $0.1 million
- Oct 16, 2026LobbyingLobbying report (CLARK STREET ASSOCIATES)third_quarter 2026 · $0.1 million
- Oct 13, 2026Patent
- Aug 19, 20268-KMaterial agreement signedItem 1.01
- Aug 3, 2026LobbyingLobbying report (CLARK STREET ASSOCIATES)second_quarter 2026 · $0.1 million
- Jul 17, 2026LobbyingLobbying report (MEHLMAN CONSULTING, INC.)second_quarter 2026 · $0.1 million
- Jul 16, 2026LobbyingLobbying report (MARVELL TECHNOLOGY, INC.)second_quarter 2026 · $0.1 million
- Jun 25, 20268-KShareholder vote resultsItem 5.07
- Jun 11, 20268-KDirector or officer changeItem 5.02
- May 15, 2026LobbyingLobbying report (CLARK STREET ASSOCIATES)first_quarter 2026 · $0.0 million
- May 13, 2026LobbyingLobbying report (CLARK STREET ASSOCIATES)first_quarter 2026
- Apr 15, 20268-KMaterial agreement signedItem 1.01
- Mar 11, 202610-KAnnual report (10-K)3 risk factors added, 0 removed
- Feb 25, 2026Form DPrivate offering notice$200 million offered
- Feb 17, 2026Form DPrivate offering notice$2,037 million offered
- Jul 23, 20258-KDirector or officer changeItem 5.02
- Jul 17, 20258-KDirector or officer changeItem 5.02
- Jun 30, 20258-KMaterial agreement signedItem 1.01
- Jun 20, 20258-KDirector or officer changeItem 5.02
- Jun 13, 20258-KShareholder vote resultsItem 5.07
- Apr 14, 20258-KDirector or officer changeItem 5.02
- Mar 12, 202510-KAnnual report (10-K)0 risk factors added, 1 removed
- Mar 13, 202410-KAnnual report (10-K)3 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| NXP Semiconductors NXPI | $12.6B | $2.7B | Mar 29, 2026 |
| Amkor Technology AMKR | $7.1B | $0.2B | Mar 31, 2026 |
| Analog Devices ADI | $13.9B | $4.9B | Aug 1, 2026 |
| ON Semiconductor ON | $6.2B | $1.5B | Jul 3, 2026 |
| First Solar FSLR | $5.4B | $1.5B | Jun 30, 2026 |
| Microchip Technology MCHP | $5.1B | $1.1B | Jun 30, 2026 |
| Texas Instruments TXN | $19.4B | $5.4B | Jun 30, 2026 |
| Skyworks Solutions SWKS | $4.0B | $0.4B | Jul 3, 2026 |