Marvell Technology Set to Report Quarterly and Annual Results

Investors are preparing for Marvell Technology's upcoming financial disclosure. The semiconductor specialist has scheduled the release of its fourth-quarter and full-year fiscal 2026 results for March 5. Market attention is divided between the company's core operational performance and the recent finalization of its Celestial AI acquisition.

The purchase of Celestial AI was completed on February 2, 2026, merely three days after the close of the reporting period. While the acquired company's optical interconnect technology is not projected to generate significant revenue until the latter half of fiscal 2028, the immediate financial impact will be a key topic. Analysts and shareholders will be listening closely to the post-release conference call, scheduled for 10:45 p.m. Central European Time on March 5, for details on integration costs and the long-term revenue roadmap outlined by CEO Matt Murphy.

Previous Performance and Current Forecasts

The company's most recent quarterly report, for Q3 of fiscal 2026, showed strength. Marvell posted earnings per share of $0.76, surpassing analyst consensus estimates of $0.74. Revenue reached $2.07 billion, marking a year-over-year increase of approximately 36.8%. For the quarter now being reported, management has provided EPS guidance in a range between $0.74 and $0.84.

Should investors sell immediately? Or is it worth buying Marvell Technology?

Sustained Analyst Confidence

Sentiment on Wall Street remains positive. Based on 35 analyst ratings compiled by MarketBeat as of February 9, 2026, the consensus recommendation stands at "Moderate Buy." The average 12-month price target associated with these ratings is $115.31, which sits notably above recent trading levels.

Institutional investor interest continues to be substantial. A recent filing showed FMR LLC (Fidelity) held a passive 14.9% stake in the company as of December 31, 2025. On February 9, Marvell's share price advanced by 2.6%, closing at $82.35.

The live webcast of the March 5 conference call will be accessible via Marvell's investor relations website. A recorded replay will be available until March 12.