MRVL to Post Q1 Earnings: Time to Buy, Sell or Hold the Stock?
Marvell Technology, Inc. MRVL is scheduled to report first-quarter fiscal 2026 results after market close on May 29, 2025.
Marvell Technology anticipates revenues of $1.875 billion (+/- 5%) for first-quarter fiscal 2026. The Zacks Consensus Estimate for MRVL's fiscal first-quarter revenues is pegged at $1.88 billion, indicating year-over-year growth of 61.6%.
For the fiscal first quarter, the company expects non-GAAP earnings of 61 cents per share (+/- 5 cents per share). The Zacks Consensus Estimate for MRVL's fiscal first-quarter earnings is pegged at 61 cents per share, reflecting a 154.2% increase year over year. The consensus mark for earnings has remained unchanged over the past 60 days. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
In the trailing four quarters, Marvell Technology's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 4.25%.
Marvell Technology, Inc. Price and EPS Surprise
Marvell Technology, Inc. price-eps-surprise | Marvell Technology, Inc. Quote
Earnings Whispers for MRVL Stock
Our proven model does not conclusively predict an earnings beat for Marvell Technology this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
Though Marvell Technology currently carries a Zacks Rank #3, it has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. You can see the complete list of today's Zacks #1 Rank stocks here.
Factors Likely to Influence Marvell's Q1 Results
Marvell Technology's overall first-quarter revenues are likely to have benefited from improved performance across the majority of its end markets. The company's data center division continues to be the primary engine of growth, benefiting from the rising demand for electro-optics products, custom artificial intelligence (AI) silicon and next-generation switches. Our model estimates suggest that first-quarter data center revenues will reach $1.395 billion, implying a 2.1% sequential growth.
The growing adoption of 800-gig PAM products and 400ZR data center interconnect solutions is fueling top-line expansion. Additionally, advancements in Compute Express Link technology and increased AI-related investments position Marvell as a key player in the high-performance computing ecosystem.
Improved inventory corrections and recovering demand are helping Marvell's Networking and Carrier segments rebound. Our projections indicate that Enterprise Networking and Carrier revenues will each rise 8.1% and 9% sequentially, reaching $114.4 million and $186.9 million, respectively.
Marvell Technology's carrier segment is benefiting from new design wins in cloud-driven networking solutions. As telecom providers upgrade their infrastructure for AI-driven applications, MRVL's networking division should continue to see steady improvements.
The Automotive and Industrial divisions have been a consistent revenue contributor for Marvell Technology, thanks to the increasing semiconductor content in vehicles and industrial automation growth. For the first quarter, our model estimates for Automotive/Industrial revenues are pegged at $88.9 million, indicating a 3.7% sequential improvement. With automakers ramping up production of connected and electric vehicles, Marvell Technology's automotive ethernet solutions and advanced driver-assistance system technologies should continue to see steady adoption.
Despite the strength of Marvell Technology's data center, networking and AI segments, its consumer end market remains a weak spot. Seasonality in gaming and broader macroeconomic uncertainty might have resulted in weak revenues in this segment.
MRVL Stock Price Performance & Valuation
In the past year, MRVL shares have plunged 20.9%, underperforming the Zacks Electronics – Semiconductors industry's growth of 14.1%.
Now, let's look at the value Marvell Technology offers investors at the current levels. MRVL stock trades at a discounted price with a forward 12-month price-to-sales (P/S) multiple of 5.99X compared with the industry's 7.54X.
Investment Consideration for MRVL
Marvell Technology's custom silicon business is a game-changer, particularly in the booming data center market. Cloud service providers rely on their highly specialized chips to optimize AI computing efficiency, networking speed and energy consumption.
Furthermore, Marvell Technology has also formed strong collaborations with industry leaders, including NVIDIA NVDA, Juniper Networks JNPR and Coherent Corp. COHR, to design high-speed networking technology for AI workloads.
Marvell Technology and NVIDIA have collaborated to integrate MRVL's optical interconnect solutions with NVIDIA's AI and computing technology. Using the NVIDIA HGX H100 eight-GPU platform, BlueField-3 DPUs, Spectrum-X networking, and Marvell's interconnects, they have developed NVIDIA Israel-1 to power AI applications with high efficiency.
Marvell Technology has collaborated with Juniper Networks and Coherent Corp. to develop 800ZR networking solutions. Together, these companies combined Juniper's PTX10002-36QDD Packet Transport Router, Coherent's 800ZR transceiver, and MRVL's Orion 800G coherent DSP to develop a networking solution to support AI, cloud, and 5G.
However, the U.S. government's recent steps toward China have also been a matter of concern for Marvell Technology as the company generates significant revenues (about 43% of its fiscal 2025 total revenues) from the Chinese market.
As Marvell Technology owns research and development facilities in China and outsources to China, the growing geopolitical tension, fear of fresh sanctions and persistent tariff threats have added to investors' skepticism. However, given the MRVL's strong fundamentals, investors' concerns seem overblown. The recent U.S.-China agreement to temporarily reduce tariffs on each other's goods can provide relief to Marvell Technology's business for the near term.
Conclusion: Buy MRVL Before Q1 Results
Marvell Technology's upcoming quarterly results are likely to demonstrate the beginning of a multi-year growth story fueled by AI innovation. However, the company also suffers from the U.S.-China trade war as it highly depends on both nations. all these factors, we suggest that investors should retain MRVL stock at present.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.0% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Juniper Networks, Inc. (JNPR): Free Stock Analysis Report
NVIDIA Corporation (NVDA): Free Stock Analysis Report
Marvell Technology, Inc. (MRVL): Free Stock Analysis Report
Coherent Corp. (COHR): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
National Post
29 minutes ago
- National Post
Populous Acquires Fentress Architects, Expanding Global Aviation Portfolio
Article content KANSAS CITY, Mo. — Populous, the world-renowned design firm specializing in sport and entertainment venues, today announced the acquisition of Denver-based Fentress Architects, a global leader in iconic aviation projects and prominent public buildings, including convention centers, museums and government facilities. Article content 'Adding Fentress' expertise and client base to the Populous global aviation and transportation portfolio will enable us to transform the future of people-centric design and supercharge our global impact in those sectors.' Article content This strategic acquisition unites two of the most respected names in architecture, combining Populous' unparalleled expertise in designing memorable experiences with Fentress' award-winning portfolio of aviation, civic and cultural landmarks. The acquisition significantly broadens the scope and scale of services that Populous can offer clients across the globe. Article content 'We are committed to expanding the breadth of our practice. Fentress Architects has long been known for its visionary aviation and public architecture, exceptional design quality and commitment to innovation. Uniting our aviation team with Fentress to form Fentress Studios, a Populous Company, symbolizes our dedication to design quality. Article content Adding Fentress' expertise and client base to the Populous global aviation and transportation portfolio, as well as synergies across convention center design, will enable us to transform the future of people-centric design and supercharge our global impact in those sectors.' Article content Founded in 1980, Fentress Architects has designed more than $52 billion of architectural landmarks worldwide, including Denver International Airport, Incheon International Airport, Miami Beach Convention Center and the National Museum of the Marine Corps. The firm is known for creating architecture that is sustainable, contextual and deeply connected to the communities it serves. Article content Curt Fentress, Founder and Principal in Charge of Design at Fentress Architects, commented: 'Populous shares our values of design excellence and people-centric thinking. Together, we will continue to redefine great architecture and its capacity to ignite social and economic change through inspired design for people.' Article content Fentress Architects will rebrand as Fentress Studios, a Populous Company, with the studios continuing to be based in Denver and Washington D.C. The acquisition further propels Populous' capabilities in aviation, transportation and public sector design. Article content About Populous Article content Populous is a global design firm that began with a singular focus — to draw people together around the things they love, through experiences that capture all the senses and amplify the pure emotion shared in human moments. Over the last 40+ years, the firm has designed more than 3,500 projects worth over $60 billion across emerging and established markets. Populous' comprehensive services include architecture, interior design, event planning and overlay, branded environments, wayfinding, and graphics, planning and urban design, landscape architecture, aviation and transport design, hospitality and sustainable design consulting. Populous has over 1,500 employees in 32 global offices on four continents with regional centers in Kansas City, London and Brisbane. For more information, visit Article content Fentress Architects is an international design firm that passionately pursues the creation of innovative, sustainable, and iconic architecture. The firm's work includes landmarks such as the Tom Bradley International Terminal at LAX, the Ralph L. Carr Colorado Supreme Courts, and the Royal Norwegian Embassy. Article content Article content Article content Article content Media Contacts Article content Article content Article content
Globe and Mail
39 minutes ago
- Globe and Mail
OH Marketing Group Unveils Key Small Business Marketing Mistakes and Solutions
Small businesses are the backbone of the economy, yet many struggle to gain traction in an increasingly digital, competitive landscape. Limited time, resources, and internal expertise often leave entrepreneurs and small teams navigating a complex marketing world on their own—resulting in critical missteps that hinder growth. To help business owners avoid these traps and unlock smarter marketing results, OH Marketing Group, a national digital marketing agency specializing in small business success, is sharing the five most common marketing mistakes small businesses make—and how to fix them fast to improve visibility, engagement, and ROI. Mistake 1: Lack of a Clear Marketing Strategy Too often, businesses launch social media campaigns, invest in ads, or design new websites without a clear, integrated marketing strategy. This 'random acts of marketing' approach—doing things without understanding the why —can burn through budgets without delivering results. According to a recent Clutch report, nearly 50% of small businesses operate without a documented marketing strategy. That lack of direction leads to missed opportunities, inconsistent messaging, and unmeasurable outcomes. OH Marketing Group works with small businesses to develop foundational strategies through Fractional Marketing & Operations Support. These services give business owners access to seasoned marketing leadership—without the cost of hiring a full-time team. Clients walk away with a roadmap tailored to their goals, audience, and budget, helping ensure every marketing dollar counts. Mistake 2: Inconsistent Branding When branding is inconsistent—from logo usage to voice and visual identity—customers become confused. Whether it's mismatched colors on social media, a different tone in email marketing, or clunky website messaging, this inconsistency breaks trust and hurts credibility. Consumers today are bombarded with content. Brands that are instantly recognizable and emotionally resonant are more likely to build loyalty and drive conversions. According to Lucidpress, consistent branding can increase revenue by up to 23%. OH Marketing Group's Logo & Branding Services help small businesses clarify their identity and create a polished, professional look across all channels. From brand guidelines to refreshed visual assets, the goal is to help businesses feel 'put together' online—and in the eyes of their customers. Mistake 3: Neglecting Website Optimization A company's website is often its most important sales tool—and yet many small businesses treat it like a digital brochure instead of a dynamic, conversion-driven asset. Slow load times, broken links, clunky navigation, and outdated design can cause potential customers to leave within seconds. Data shows that 88% of users are less likely to return to a website after a bad user experience (source: Adobe). OH Marketing Group's Website Design & Development focus on creating responsive, modern, and mobile-optimized websites that reflect each brand's unique voice and guide visitors toward action. The team combines clean design with strategic functionality to improve engagement and drive measurable business results—whether the goal is to capture leads, sell products, or book consultations. Curious about how marketing is truly performing Take OH Marketing Group's 3-minute Test Marketing Strategy Quiz and uncover quick wins that can be implement today. Mistake 4: Ignoring SEO Search engine optimization (SEO) is often misunderstood or ignored entirely by small businesses. But in today's digital-first world, not showing up on Google can mean being invisible to the ideal customer. SEO helps businesses get found by people who are already looking for what they offer. It drives sustainable, organic traffic—without the ongoing costs of paid ads. Yet many small business websites lack basic SEO foundations like proper metadata, internal linking, keyword optimization, or mobile responsiveness. OH Marketing Group offers comprehensive SEO Services, from technical audits to on-page optimization and content strategy. Their goal is to make sure small business websites not only rank—but also convert visitors into leads. Mistake 5: Underutilizing Social Media Social media isn't just about posting pretty pictures. It's one of the most powerful tools for building relationships, engaging audiences, and generating leads—especially for local and service-based businesses. Many small businesses either neglect social altogether or post inconsistently without a strategy. Others fail to track results, missing insights that could drive better engagement. Through customized social media marketing solutions, OH Marketing Group helps clients build a smart, scalable presence on platforms like Instagram, Facebook, and LinkedIn. The agency focuses on storytelling, brand alignment, and analytics to ensure social media becomes a meaningful growth channel. While small businesses often face marketing challenges, correcting common mistakes and implementing smart strategies can lead to real success. OH Marketing Group helps companies overcome these barriers with a wide range of digital marketing services. With expertise in strategic planning, branding, website design, SEO, and social media marketing, OH Marketing Group empowers small businesses to build visibility, increase engagement, and achieve long-term growth. About OH Marketing Group OH Marketing Group is a digital marketing agency dedicated to helping small businesses grow smarter—not just louder. The firm is known for blending strategy, creativity, and execution across key marketing pillars: logo and branding, website design, search engine optimization, social media marketing, and fractional marketing support. Founded by Tiffany O'Connell, a seasoned marketing strategist and business owner, OH Marketing Group has helped entrepreneurs across the country clarify their message, improve visibility, and generate real results. The agency prides itself on a collaborative, transparent approach—with a deep respect for the unique challenges small businesses face. Unlike larger firms, OH Marketing Group offers flexible, high-touch service with an emphasis on measurable ROI. Whether clients are just starting out or looking to scale, the team delivers strategic clarity and creative execution—without the overwhelm. Media Contact Company Name: OH Marketing Group Contact Person: Tiffany O'Connell Email: Send Email Phone: 941-500-2862 Country: United States Website:
Globe and Mail
an hour ago
- Globe and Mail
The King of Content Firm Launches Revolutionary Content Domination System to Help Med Spas Dominate Their City
Atlanta, Georgia--(Newsfile Corp. - June 6, 2025) - The King of Content, a specialized growth firm dedicated to Black-owned aesthetic businesses, today announced the official launch of their groundbreaking Content Domination System 2.0. This comprehensive service is specifically designed to address the unique visibility challenges faced by Black med spa owners and help them establish market dominance in their communities. TKOC To view an enhanced version of this graphic, please visit: The newly launched Content Domination System 2.0 represents a first-of-its-kind approach that goes beyond traditional marketing by focusing on cultural understanding, authentic representation, and sustainable business growth for Black aesthetic entrepreneurs. "We identified a critical gap in the market," explains Dontell Antonio, founder of The King of Content Firm. "Black med spa owners possess incredible clinical expertise but often struggle with visibility and business growth. Our new Content Domination System 2.0 is specifically engineered to bridge this gap and help these professionals achieve the recognition and revenue they deserve." Introducing the Content Domination System The Content Domination System is a proprietary service that addresses three core challenges identified through extensive research: Cultural Disconnect: Traditional marketing agencies lack the cultural understanding necessary to effectively represent Black-owned aesthetic businesses, often relying on discount-driven strategies that undermine brand value. Technology Barriers: Many Black aesthetic professionals lack confidence with digital platforms and social media, creating significant obstacles to growth and visibility. Limited Resources: Black-owned med spas often have restricted access to media relationships and industry resources essential for market domination. "What sets our Content Domination System apart is its focus on authentic representation and community impact," states Antonio. "We don't just create content-we create transformation. Our system helps Black med spa owners position themselves as elite professionals and community leaders." Service Features and Benefits The Content Domination System 2.0 includes: Cultural Relevance Strategy: Messaging that resonates authentically with target communities while positioning owners as industry leaders Technology Confidence Building: Comprehensive training and support to overcome digital platform barriers Local Market Domination: Strategic content placement to ensure maximum visibility and brand recognition Business Specialization Guidance: Helping med spa owners focus their services and messaging for maximum impact Community Leadership Positioning: Establishing owners as trusted authorities in their local markets The system addresses a critical need in the aesthetic industry where many Black professionals struggle to translate their clinical expertise into business success. "Many of these entrepreneurs spent decades as nurses in hospitals and were never programmed to run a business or invest in effective marketing," explains Antonio. "Our Content Domination System provides the structure and support they need to thrive." Addressing Industry Gaps Research conducted by The King of Content Firm revealed that traditional marketing approaches often fail Black-owned aesthetic businesses due to lack of cultural understanding and inappropriate positioning strategies. The Content Domination System was developed specifically to address these shortcomings. "We understand that many in the African-American community don't fully understand what med spas are or the services they provide," notes Antonio. "Our system bridges that gap in a way that resonates culturally while elevating the professional status of our clients." The service also tackles the critical issue of authentic representation in the aesthetics industry, helping Black aesthetic professionals position themselves appropriately as elite service providers rather than discount competitors. Vision for Market Impact The King of Content Firm's vision extends beyond individual business success to community transformation. The Content Domination System is designed to measure impact through community health improvements, confidence building, and local recognition. "Success isn't just about revenue numbers," emphasizes Antonio. "We're looking at whether community members are going from overweight to healthy weight, from depression and low self-esteem to confidence. How often is the med spa owner recognized as a leader in their local community?" The firm's five-year vision includes Black-owned med spas having equal or superior opportunities to dominate their markets, equipped with the right mindset, tools, and capital to make meaningful community impact. Availability and Access The Content Domination System is now available to Black-owned med spa professionals nationwide. The service represents a significant investment in closing the visibility gap that has historically limited growth opportunities for Black aesthetic entrepreneurs. "We're committed to working day in and day out, innovating and pushing this industry and culture forward," concludes Antonio. "This system represents our dedication to ensuring Black aesthetics professionals have the tools they need to succeed and make a real difference in their communities." About The King of Content Firm: The King of Content Firm is the premier growth firm dedicated to empowering Black-owned med spas to dominate their markets, amplify their visibility, and lead with confidence. Through our proprietary Content Domination System, we help Black med spa professionals build unshakable trust and establish undeniable authority in their communities. Our mission is to bridge the gap in the aesthetics industry by equipping Black entrepreneurs with the tools, systems, and confidence needed to thrive through strategic content and business development.
