MRVL Earnings: Marvell Stock Jumps 10% on Strong Earnings Fueled by AI Demand

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Marvell Technology MRVL -3.09% ▼ stock is up 10% after the semiconductor maker reported financial results that beat Wall Street estimates, fueled by strong demand related to artificial intelligence (AI).

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The Silicon Valley-based company reported earnings per share (EPS) of $0.80 on revenue of $2.22 billion. That was slightly ahead of analysts consensus expectation of $0.79 and revenue of $2.21 billion. Data center revenue, a key metric, totaled $1.65 billion in the quarter, beating Wall Street forecasts of $1.63 billion, and up 21% from a year earlier.

“Marvell delivered record fiscal 2026 revenue of $8.195 billion, growing 42% year-over-year, driven by robust AI demand,” said CEO Matt Murphy in the company’s earnings release.

Marvell’s income statement. Source: The Fly

Marvell’s Guidance

In terms of forward guidance, Marvell said that it expects earnings of $0.79 a share, plus or minus 5%, in the current first quarter of 2026. Revenue is projected at $2.4 billion, plus or minus 5%. That outlook topped the first-quarter earnings of $0.74 a share and revenue of $2.28 billion that Wall Street had penciled in for the company.

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