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Marvell Technology (NasdaqGS:MRVL) has completed its acquisitions of Celestial AI and XConn Technologies.
The deals expand Marvell’s AI hardware and data center networking capabilities and deepen ties with major cloud providers, including Amazon.
These transactions mark a shift toward custom silicon for AI workloads and away from lower margin business lines.
Marvell is a key supplier of semiconductor solutions for data centers, cloud providers and networking customers, and AI has become a central theme across these end markets. By bringing Celestial AI and XConn Technologies into the fold, Marvell is adding optical interconnect and switching expertise that fits directly into AI data center build outs. For investors watching the broader chip sector, this keeps AI infrastructure at the center of the story for NasdaqGS:MRVL.
Looking ahead, the combined technology set from Celestial and XConn could widen Marvell’s role in custom silicon for large cloud customers and AI workloads. Investors may want to watch how quickly these acquired products are integrated into Marvell’s portfolio, and whether new design wins with hyperscale clients, including Amazon, emerge over time.
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NasdaqGS:MRVL Earnings & Revenue Growth as at Feb 2026
We’ve flagged 1 risk for Marvell Technology. See which could impact your investment.
✅ Price vs Analyst Target: At US$78.61 vs a consensus target of US$116.80, the price is about 33% below where analysts on average expect it to trade.
⚖️ Simply Wall St Valuation: Shares are described as trading close to estimated fair value, so there is no clear valuation gap on this measure.
❌ Recent Momentum: The stock has seen a 3.2% decline over the last 30 days, which suggests sentiment has been soft recently.
There is only one way to know the right time to buy, sell or hold Marvell Technology. Head to Simply Wall St’s company report for the latest analysis of Marvell Technology’s Fair Value.
📊 The Celestial AI and XConn deals deepen Marvell’s role in AI and data center hardware. These developments currently sit alongside a P/E of 27.7 versus an industry average of 43.4.
📊 Watch how quickly the acquired technologies win designs with hyperscalers like Amazon, and track revenue and net income trends from the current US$7.8b and US$2.5b bases.
⚠️ One flagged risk is that large one off items have affected reported results, so investors may want to separate underlying performance from temporary factors.
For the full picture including more risks and rewards, check out the complete Marvell Technology analysis. Alternatively, you can visit the community page for Marvell Technology to see how other investors believe this latest news will impact the company’s narrative.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include MRVL.
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