{"id":231172,"date":"2026-04-04T13:48:00","date_gmt":"2026-04-04T17:48:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/04\/04\/why-marvell-technology-rallied-in-march\/"},"modified":"2026-04-04T14:00:22","modified_gmt":"2026-04-04T18:00:22","slug":"why-marvell-technology-rallied-in-march","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/04\/04\/why-marvell-technology-rallied-in-march\/","title":{"rendered":"Why Marvell Technology Rallied in March"},"content":{"rendered":"

Why Marvell Technology Rallied in March<\/a><\/p>\n

https:\/\/www.fool.com\/investing\/2026\/04\/04\/why-marvell-technology-rallied-in-march\/<\/a><\/p>\n

Publish Date: 2026-04-04 13:48:00<\/a><\/p>\n

Source Domain: www.fool.com<\/a><\/p>\n

Shares of chipmaker Marvell Technology<\/strong> (MRVL +0.30%<\/span>)<\/span> rallied in March, rising 21.3% according to data from S&P Global Market Intelligence.<\/p>\n

Marvell had a busy month, reporting fourth-quarter earnings that beat expectations. Later in the month, the company also announced a landmark investment from and product collaboration with Nvidia<\/strong> (NVDA +0.87%<\/span>)<\/span>.<\/p>\n

Today’s Change<\/p>\n

(0.30%) $0.32<\/p>\n

Current Price<\/p>\n

$107.03<\/p>\n

Key Data Points<\/h3>\n

Market Cap<\/p>\n

$94B<\/p>\n

Day’s Range<\/p>\n

$101.13 – $107.26<\/p>\n

52wk Range<\/p>\n

$47.09 – $107.84<\/p>\n

Volume<\/p>\n

1M<\/p>\n

Avg Vol<\/p>\n

18M<\/p>\n

Gross Margin<\/p>\n

50.10%<\/p>\n

Dividend Yield<\/p>\n

0.22%<\/p>\n

A beat, strong guidance, and a boost from Nvidia<\/h2>\n

In its fiscal fourth quarter, Marvell reported a 22.1% jump in revenue to $2.2 billion, with adjusted (non-GAAP) earnings per share rising 33.3% to $0.80. Management also guided for a strong 9% sequential jump in revenue in the first quarter, with a guide for $0.79 in adjusted EPS. The reported results and guidance both handily beat analysts’ expectations. <\/p>\n

On a more granular level, Marvell management said it expected data center revenue to grow 40% in fiscal 2027 (its current fiscal year), which is higher than the average analyst estimate of 25%. Over the past year, there has been some consternation about whether Marvell has lost market share with its largest customer, Amazon<\/strong>, for Amazon’s custom Trainium chips.<\/p>\n

However, the forward guidance indicates that the all-important XPU and XPU-attach business, in which Marvell provides crucial IP for custom AI chips, is alive and well. Notably, Marvell has also diversified its customer base, adding Microsoft<\/strong> to its roster. Microsoft unveiled its updated XPU, the Maia2 chip, back in January. Additionally, the advent of agentic inference could support higher-than-expected growth in the networking part of AI infrastructure, where Marvell excels. <\/p>\n

\"Squares<\/p>\n

Image source: Getty Images.<\/p>\n

The networking factor is likely what led to the late-month announcement that Nvidia will invest $2 billion in Marvell. The investment also includes a product…<\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Why Marvell Technology Rallied in March https:\/\/www.fool.com\/investing\/2026\/04\/04\/why-marvell-technology-rallied-in-march\/ Publish Date: 2026-04-04 13:48:00 Source Domain: www.fool.com Shares…<\/p>\n","protected":false},"author":1,"featured_media":231173,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F864011%2Fgettyimages-2148123501-1.jpg&w=1200&op=resize","fifu_image_alt":"","footnotes":""},"categories":[8],"tags":[],"class_list":["post-231172","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/231172"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=231172"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/231172\/revisions"}],"predecessor-version":[{"id":231174,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/231172\/revisions\/231174"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/231173"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=231172"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=231172"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=231172"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}