Marvell Technology, Inc.'s Stock Analysis

Marvell Technology Declares Quarterly Dividend Payment for Investors

Marvell Technology, Inc. announced a quarterly dividend of $0.06 per share, which will be payable on January 29, 2026, to shareholders of record as of January 9, 2026. This decision by the Board of Directors reflects the company's ongoing commitment to return value to its shareholders.

The future payment of quarterly cash dividends will depend on various factors, including the company's operational results, cash balances, financial condition, and compliance with Delaware law. Investors should note that the Board will consider these elements when determining future dividend payments.

Dec 12, 2025 16:19:53

Marvell Technology to Acquire Celestial AI for $3.25 Billion

Marvell Technology has announced its agreement to acquire Celestial AI for a total consideration of approximately $3.25 billion, which includes $1 billion in cash and around 27.2 million shares of Marvell common stock valued at approximately $2.25 billion. Additionally, there are provisions for up to 27.2 million shares to be issued upon achieving certain revenue milestones. The transaction has received approval from Marvell's Board of Directors and is expected to close in the first quarter of 2026, pending regulatory approvals and other customary conditions.

The acquisition aims to enhance Marvell's capabilities in optical interconnect technology, particularly for next-generation AI and cloud data centers. Celestial AI's Photonic Fabric technology is designed to improve bandwidth, power efficiency, and latency in data center architectures. Marvell anticipates that revenue contributions from Celestial AI will begin in the second half of fiscal 2028, potentially reaching a $500 million annualized run rate by the fourth quarter of fiscal 2028 and doubling to $1 billion by the fourth quarter of fiscal 2029.

Dec 02, 2025 16:15:19

Marvell Technology Reports Record Revenue and Acquisition Plans

Marvell Technology, Inc. reported third-quarter fiscal 2026 net revenue of $2.075 billion, marking a 37% year-over-year increase and exceeding prior guidance. The company achieved a GAAP net income of $1.901 billion, or $2.20 per diluted share, while non-GAAP net income was $655 million, or $0.76 per diluted share. Cash flow from operations for the quarter was $582.3 million. Additionally, Marvell completed the sale of its automotive ethernet business to Infineon Technologies for $2.5 billion, resulting in a pre-tax gain of $1.8 billion.

Looking ahead, Marvell expects fourth-quarter net revenue to be around $2.200 billion with a GAAP gross margin between 51.1% and 52.1%. The company anticipates GAAP diluted net income per share of approximately $0.36, and non-GAAP diluted net income per share of about $0.79. Furthermore, Marvell announced plans to acquire Celestial AI, which is expected to enhance its capabilities in AI datacenter infrastructure.

Dec 02, 2025 16:11:39

Marvell Technology Announces Acquisition of Celestial AI Inc.

Marvell Technology has entered into a definitive agreement to acquire Celestial AI Inc., with the acquisition subject to customary closing conditions. As part of this transaction, Marvell issued a warrant to Amazon.com, Inc. allowing Amazon to acquire up to 1,045,171 shares of Marvell's common stock based on Amazon's purchases of photonic fabric products through December 31, 2030.

The warrant can be exercised at a price of $87.0029 per share before December 2, 2031, subject to certain conditions and adjustments. The agreement includes standard representations and warranties, as well as provisions regarding Amazon’s equity interest in Marvell. The warrant and shares have not been registered under the Securities Act, relying on exemptions provided by regulatory authorities.

Dec 02, 2025 16:11:34

Marvell Technology Executives Purchase Shares in Open Market

On September 25, 2025, several executive officers of Marvell Technology, Inc. bought shares of the company's common stock in the open market. This activity may indicate the executives' confidence in the company's performance and prospects.

Sep 25, 2025 15:06:11

Marvell Technology Announces $5 Billion Stock Buyback Program

Marvell Technology, Inc. has authorized a $5 billion increase to its existing stock repurchase program, reflecting its commitment to returning capital to shareholders. As of August 2, 2025, the company had $2 billion remaining under its previous repurchase authorization and has repurchased an additional $300 million in the current quarter. Alongside this, Marvell has entered into an accelerated share repurchase (ASR) agreement with a financial institution to repurchase $1 billion of its common stock.

Under the ASR agreement, Marvell will pre-pay $1 billion to the dealer and expects to receive around 10.7 million shares on September 25, 2025. The total number of shares repurchased will depend on the stock price during the agreement's term. The ASR program is set to conclude by the end of 2025, but may finish earlier at the dealer's discretion. The company plans to fund these repurchases using its existing cash resources.

Sep 24, 2025 09:15:23

Marvell Technology Declares Quarterly Dividend of $0.06 Per Share

Marvell Technology, Inc. announced a quarterly dividend of $0.06 per share, which will be paid on October 30, 2025, to shareholders who are on record as of October 10, 2025. This decision was made by the Board of Directors and reflects the company's ongoing commitment to returning value to its shareholders.

The company noted that future dividend payments will depend on various factors, including its financial condition, results of operations, and cash requirements. This announcement highlights Marvell's approach to managing its financial resources while considering the interests of its stockholders.

Sep 19, 2025 16:15:15

Marvell Technology Reports Record Revenue and Earnings Growth

Marvell Technology, Inc. reported financial results for the second quarter of fiscal year 2026, achieving a record net revenue of $2.006 billion, a 58% increase compared to the previous year. The company also reported a GAAP net income of $194.8 million, or $0.22 per diluted share, alongside a non-GAAP net income of $585.5 million, or $0.67 per diluted share. Cash flow from operations reached $461.6 million, indicating solid financial health. The growth was attributed to increased demand in AI and enterprise networking markets.

Looking ahead, Marvell expects third-quarter net revenue to be approximately $2.060 billion, with GAAP gross margins projected between 51.5% and 52.0%. The company anticipates GAAP diluted net income per share of about $2.03, reflecting ongoing operational expansion. Marvell's strong performance in various end markets, including data centers and carrier infrastructure, positions it favorably for continued growth in the semiconductor industry.

Aug 28, 2025 16:06:34

Marvell Technology Completes $2.5 Billion Sale to Infineon

Marvell Technology, Inc. has completed the sale of its Automotive Ethernet business to Infineon Technologies AG for $2.5 billion in cash. The transaction was finalized on August 14, 2025, and the Automotive Ethernet business had been expected to generate $225 million to $250 million in revenue for fiscal 2026 before the sale. Following the completion of the sale, Marvell's financial results will no longer reflect revenue from this segment.

The divestiture is not expected to materially impact Marvell's non-GAAP earnings per share. The company will provide further insights into its financial performance during a conference call scheduled for August 28, 2025, where it will discuss its second-quarter fiscal 2026 results and guidance for the third quarter.

Aug 14, 2025 09:04:03

Marvell Technology Appoints Rajiv Ramaswami to Board of Directors

Marvell Technology, Inc. has appointed Rajiv Ramaswami to its Board of Directors, effective July 22, 2025. Ramaswami currently serves as President and CEO of Nutanix and has over 30 years of experience in the technology sector, including leadership roles at VMware, Broadcom, and Cisco. He holds a Bachelor of Science degree from the Indian Institute of Technology, Madras, and both a Master’s and Ph.D. from the University of California, Berkeley. The Board has classified him as an independent director and confirmed there are no related party transactions involving him.

As part of his compensation, Ramaswami will receive an annual retainer of $100,000 and an equity grant of restricted stock units valued at $250,000. Upon joining the Board, he will also receive a prorated restricted stock unit award that will vest at the 2026 annual meeting of stockholders. His appointment is expected to enhance Marvell's strategic direction in data infrastructure semiconductor solutions.

Jul 23, 2025 09:11:22