Why is MRVL down?
Down 32% so far from Oct 28 to Nov 2.
- Marvell Technology fell 32% so far from Oct 28 to Nov 2 while AI chip stocks fell a median 16%:
Down 32% so far from Oct 28 to Nov 2.
MRVL's Quality Score fell 2 points on Mon, Nov 2, to 16.
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| The company | Data Center sales tripled |
| Latest filing | 8-K, Nov 2 |
ReportThis morning: the results are out. Past reports ›
TodayChip, data center, and memory stocks fell together: “OpenAI pledges data center power cuts”
1 more big story on MRVL in the past 12 months, for Pro members.
After its last 3 reports it closed +3.7% on average, higher 2 of 3 times.
Excellentfor quality, not price, 2 of 14 chart checks firingWhat the Quality Score means
MRVL is #2 of 84 by Quality Score.
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Share count against a year before: MRVL +4%, ARM +0.8%, MU +1%, AVGO +1.1%.
Expected to report Tue Dec 1, after the close (in 29 days). Expected.
It is reacting right now. MRVL reported Nov 2, 2026 before the open, and this session is still open, so the reaction is still being made. It lands in the table below once the session settles.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
MRVL's results filing gives no sales by line in a table we read.
No outlook figures read from this release.
“The transaction is expected to enhance the combined company’s long-term revenue growth, non-GAAP gross margin and non-GAAP operating margin profile, provide line of sight to more than $1 billion in annual run-rate cost synergies, and is expected to be accretive to Marvell non-GAAP earnings per share in year one post-close”
From its results filing (SEC filing · Nov 2)
Sales grew 23% a year over 5 years, fiscal 2021 to 2026.
Pays $0.24 a share a year.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Aug 27, 2026 | -6.7% | -10.3% | -13.5% |
| May 27, 2026 | +0.0% | +3.1% | +51.8% |
| Mar 5, 2026 | +11.9% | +18.4% | +15.8% |
Sales grew in five of the last six years, to $8.2B in 2026. It turned a profit in 2026 after a loss in 2025.
2 insiders sold $933K across 2 filings in the last 6 months. No open-market buys on record. The newest:
25 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: MRVL is 4.5% of SOXX, 3.8% of SMH, and 1.0% of XLK, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.
Marvell Technology is a fabless chip designer focused on wired networking, where it has the second-highest market share. Marvell serves the data center, carrier, enterprise, and consumer end markets with processors, optical and copper transceivers, switches, and storage controllers.
“The markets for our products are intensely competitive, and are characterized by rapid technological change, evolving industry standards, frequent new product introductions and pricing pressures.”
MRVL scores 16 today, which Breakaway calls Excellent. It is #2 of 84 in Semiconductors by Quality Score, with 2 of 14 chart checks firing. Down 32% so far from Oct 28 to Nov 2. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
MRVL scores 16 today, which Breakaway calls Excellent (15 to 19). That is #2 of 84 in Semiconductors by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind MRVL's 16.
2 insiders sold $933K across 2 filings in the last 6 months. No open-market buys on record. The newest is Justin Scarpulla, SVP, Chief Accounting Officer, who sold $301K on Oct 8. Every filing, with the scored weight, for Pro members.
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