Overview

• Marvell is scheduled to report fiscal Q2 2026 results on Thursday, August 28, 2025.
• Independent forecasts cited by Forbes point to about $2.01 billion in revenue, roughly 58% higher year over year, and earnings near $0.67 per share.
• Expected growth is tied to adoption of Marvell’s custom AI silicon and electro-optics in data centers as large cloud customers seek tailored performance and efficiency.
• Analysts maintain bullish views heading in, including Susquehanna’s Positive rating with a $90 target and Citi’s Buy with a $96 target, with Citi noting potential gross-margin pressure from data center mix alongside improving operating leverage from customer-funded XPU work.
• The stock, which hit a record in January, is down more than 30% year to date and last closed at $74.26 on August 26, as investors watch guidance with Microsoft, Alphabet and Amazon reaffirming heavy data-center spending plans.