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MRVL stock ticker logo

Marvell Technology, Inc.

NASDAQ•MRVL
CEO: Mr. Matthew J. Murphy
セクター: Technology
業種: Semiconductors
上場日: 2000-06-30
Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions, spanning the data center core to network edge. The company develops and scales complex System-on-a-Chip architectures, integrating analog, mixed-signal, and digital signal processing functionality. It offers a portfolio of Ethernet solutions, including controllers, network adapters, physical transceivers, and switches; single or multiple core processors; and custom application specific integrated circuits. The company also provides electro-optical products, including pulse amplitude modulations, coherent digital signal processors, laser drivers, trans-impedance amplifiers, silicon photonics, and data center interconnect solutions; fibre channel products comprising host bus adapters and controllers; storage controllers for hard disk drives and solid-state-drives; and host system interfaces, including serial attached SCSI, serial advanced technology attachment, peripheral component interconnect express, non-volatile memory express (NVMe), and NVMe over fabrics. It has operations in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, and Vietnam. Marvell Technology, Inc. was incorporated in 1995 and is headquartered in Wilmington, Delaware.
連絡先情報
1000 North West Street, Suite 1200, Wilmington, DE, 19801, United States
302-295-4840
www.marvell.com
時価総額
$244.68B
PER (TTM)
97.6
61.9
配当利回り
0.1%
52週高値
$324.20
52週安値
$61.44
52週レンジ
83%
順位51Top 71.3%
3.0
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q1 2027 データ

売上高

$2.42B+0.00%
直近4四半期の推移

EPS

$0.04+0.00%
直近4四半期の推移

フリーCF

$483.10M+0.00%
直近4四半期の推移

2026 Annual 決算ハイライト

主なハイライト

Strong Revenue and Profitability Net revenue reached $8.20B, up 42.1%; achieved $2.67B net income in fiscal 2026.
Data Center AI Demand Surge Data center revenue grew 46% to $6.10B, driven by AI custom products and electro-optics portfolio.
Strategic Acquisitions Completed Closed Celestial AI and XConn acquisitions, investing over $1.58B cash for interconnect and switching expansion.
Significant Asset Divestiture Gain Completed automotive ethernet sale, recording $1.8B pre-tax gain during the third quarter of fiscal 2026.

リスク要因

High Customer Concentration Risk Top ten customers accounted for 82% of total net revenue in fiscal 2026, posing substantial revenue risk.
Macroeconomic and Geopolitical Headwinds Exposed to global macroeconomic slowdowns, inflation, and risks from armed conflict in Israel and Middle East.
Manufacturing Geographic Concentration Reliance on third-party foundries concentrated in Taiwan exposes operations to regional political or natural disruptions.
AI Disruption and Technology Pace Rapid AI advances could disrupt business model or render existing products obsolete, requiring constant adaptation.

見通し

Accelerate AI Interconnect Strategy Integrating Celestial Photonic Fabric and XConn switching expands connectivity strategy for next-gen AI clusters.
Continued Capital Return Focus $5.5B remains available for future stock repurchases under Board authorization; dividends are subject to review.
Advanced Process Node Development Progressing R&D on advanced 2nm generation platform, leveraging 3nm designs for competitive differentiation.
Managing Global Regulatory Exposure Monitoring evolving trade restrictions, tariffs with China, and new OECD global minimum tax legislation impacts.

同業比較

売上高 (TTM)

FI stock ticker logoFI
$21.09B
+1.9%
INFY stock ticker logoINFY
$20.16B
+4.6%
TEL stock ticker logoTEL
$18.52B
+15.6%

粗利益率 (最新四半期)

FTNT stock ticker logoFTNT
80.3%
-1.0pp
RBLX stock ticker logoRBLX
79.6%
+0.5pp
SNPS stock ticker logoSNPS
72.3%
-6.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
MRVL$244.68B97.616.8%19.6%
GLW$154.23B85.415.6%28.7%
FTNT$107.19B55.3155.7%5.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
6.4%
安定成長
4四半期純利益CAGR
-43.8%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし