Marvell Technology, Inc. Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
49.7%projected annual EPS growth
Analyst Coverage
40analysts covering
FY Revenue (est.)
$11.5Bnext fiscal year
FY EPS (est.)
$4.05next fiscal year
Monitoring Framework
Key Performance Indicators
Fiscal Q3 2027 net revenue QuarterlyTarget: $3.150 billion, plus or minus 5%
Data-center revenue year-over-year growth Quarterly46.0%Target: Sustain growth consistent with management's expectation for acceleration through the remainder of fiscal 2027
Non-GAAP gross margin Quarterly58.9%Target: 57.5%-58.5% in fiscal Q3 2027
Celestial AI annualized revenue run rate QuarterlyTarget: $500 million by fiscal Q4 2028 and $1 billion by fiscal Q4 2029
Watch Items
- Fiscal Q3 2027 revenue delivery against management guidanceAction: Rebuild the fiscal 2027 and fiscal 2028 revenue trajectory and reassess all scenario price targets.
- Google custom-product partnership execution and associated warrant dilutionAction: Compare cumulative Google program revenue with dilution, revise per-share assumptions, and reassess customer-concentration exposure.
Research as of 29 Aug 2026