Why Marvell Stock Climbed Today
Key Points
AI data centers need high-speed networking solutions.
Marvell's optical equipment is enabling ultra-fast data transmission.
- 10 stocks we like better than Marvell Technology ›
Shares of Marvell Technology (NASDAQ: MRVL) rose on Thursday, following positive analyst remarks.
By the close of trading, Marvell's stock price was up nearly 5%.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Image source: The Motley Fool.
It's all about the optics
Marvell is perhaps best known for its custom chip design services. The semiconductor maker's application-specific integrated circuits (ASICs) are used by cloud data center operators to accelerate artificial intelligence (AI) workloads.
Yet investors are not yet fully appreciating the value of Marvell's optical components business, according to Barclays analyst Tom O'Malley.
O'Malley estimates that Marvell's optical-networking sales will surge up to 90% in 2026 and 2027. This equipment enables high-speed data transmission within advanced AI infrastructure.
In turn, O'Malley sees Marvell's share price climbing 25% to $150.
Smart dealmaking should fuel Marvell's growth
Marvell acquired Celestial AI -- a leader in high-performance, power-efficient connectivity tools -- for $3.25 billion in December. The deal bolstered Marvell's optical technology and broadened its product offerings.
Marvell also announced a strategic partnership with Nvidia in March. The two companies are integrating Marvell's custom chips and networking solutions into Nvidia's massively popular AI computing platform. As part of the agreement, Nvidia is investing $2 billion in Marvell to help fund its expansion.
Should you buy stock in Marvell Technology right now?
Before you buy stock in Marvell Technology, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Marvell Technology wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $536,003!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,116,248!*
Now, it’s worth noting Stock Advisor’s total average return is 946% — a market-crushing outperformance compared to 190% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of April 9, 2026.
Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Marvell Technology and Nvidia. The Motley Fool recommends Barclays Plc. The Motley Fool has a disclosure policy.
Recommended Articles
