--- title: "MRVL Marvell Technology" canonical: "https://supercyclehq.com/stock/marvell-technology" type: "stock" dataAsOf: "2026-11-06" ticker: "MRVL" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Marvell Technology (MRVL) Marvell Technology designs semiconductors for data infrastructure. ## AI Exposure Score **80/100, Core.** Sells custom AI accelerators for hyperscalers plus the optical interconnect chips that link AI data centers together. AI silicon has become the majority of data center revenue and the entire growth thesis, offsetting softer legacy markets. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $141.20 | | Change 1d | +5.73% | | Change 7d | -28.11% | | Change 30d | -48.58% | | Change 1y | +55.56% | | 52-week high | $316.28 | | 52-week low | $73.66 | | Market cap | $127.0B | | P/E | 46.45 | | EPS | $3.04 | | Next earnings | 2026-12-01 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Wilmington, Delaware | | CEO | Matthew J. Murphy | | Employees | 7,480 | | Website | https://www.marvell.com | | Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors), [Cloud & Hyperscalers](https://supercyclehq.com/category/cloud-infrastructure) | ## What the company does Marvell Technology designs semiconductors for data infrastructure. Its two biggest AI franchises are custom accelerators it builds for hyperscale cloud companies and the electro-optics chips that move data between AI systems. The product line reads like a map of an AI data center. Custom AI Accelerators give hyperscalers their own alternative to off-the-shelf chips, PAM4 DSPs and the Nova Coherent DSP drive the optical links that connect racks and sites, and the OCTEON DPU handles data processing and networking workloads. Founded in 1995 and headquartered in Wilmington, Delaware, Marvell trades on the NASDAQ and employs about 7,500 people under CEO Matt Murphy. ## Role in the AI buildout Marvell sits deep in the Semiconductors and Cloud & Hyperscalers layers. It wins twice in the buildout: designing custom AI accelerators for hyperscalers who want silicon tuned to their own workloads, and selling the optical interconnect chips that stitch AI data centers together. AI silicon has become the majority of its data center revenue and the entire growth thesis, offsetting softer legacy markets. Supercycle scores it 80 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $54.0M | 0.22% | trimmed | 2026-06-30 | | [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $16.1M | 0.21% | new | 2026-06-30 | ## Recent news - [Lumentum Holdings (LITE) Could Be 90% Undervalued Following The Marvell Deal](https://finance.yahoo.com/markets/stocks/articles/lumentum-holdings-lite-could-90-201301513.html?.tsrc=rss) (source, 2026-11-06) - [Why the Marvell and Lumentum Megadeal Has Both Stocks Headed for Historically Bad Weeks](https://finance.yahoo.com/m/176540b6-babe-3541-afa7-1cb8dc2f2de3/why-the-marvell-and-lumentum.html?.tsrc=rss) (source, 2026-11-06) - [Coherent Soars 13% as Citi Lifts Target to $440, Lumentum Up 3% in AI Optics Rebound](https://www.tikr.com/blog/coherent-soars-13-as-citi-lifts-target-to-440-lumentum-up-3-in-ai-optics-rebound?ref=yahoofinance&tlnk=yf-261106-h6qvhh58&.tsrc=rss) (source, 2026-11-06) - [Marvell Is Betting $115 Billion on 1 of AI's Biggest Bottlenecks](https://www.fool.com/investing/2026/11/06/marvell-is-betting-115-billion-on-1-of-ais-biggest/?.tsrc=rss) (source, 2026-11-06) - [GFS or MRVL: Which Is the Better Value Stock Right Now?](https://finance.yahoo.com/markets/stocks/articles/gfs-mrvl-better-value-stock-154003408.html?.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does Marvell Technology do? Marvell designs data infrastructure semiconductors, including custom AI accelerators for hyperscale cloud companies and the optical interconnect chips that move data between AI systems. ### How is Marvell exposed to AI? Heavily. Custom AI accelerators and optical interconnects have become the majority of its data center revenue and its entire growth thesis. Supercycle scores it 80 out of 100. ### What are Marvell's main AI products? Custom AI Accelerators built for hyperscalers, PAM4 DSPs and the Nova Coherent DSP for optical links, and the OCTEON DPU for data processing workloads. ### Where is Marvell headquartered and who leads it? Marvell is headquartered in Wilmington, Delaware, was founded in 1995, and is led by CEO Matt Murphy. It employs about 7,500 people and trades on the NASDAQ. ### Is MRVL a pure play AI stock? Close to it. AI silicon drives the thesis and most data center revenue, though legacy chip markets remain. Its score of 80 out of 100 places it high on Supercycle's leaderboard. --- Source: https://supercyclehq.com/stock/marvell-technology. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.