Marvell Technology is expected to report consensus revenue of $2.71 billion and adjusted EPS of $0.93, with the stock currently trading at $243.00 relative to an average analyst price target of $283.69. Investors are primarily focused on Data Center segment revenue, which is projected to grow 45% year-over-year as the company scales its custom AI silicon programs.
Recent performance has been bolstered by an expanded $120 billion partnership with Alphabet for custom TPU accelerators and high demand for optical interconnects. Analysts are looking for management to raise full-year guidance, anticipating that these hyperscale design wins will drive a significant profitability inflection throughout the second half of 2026.