Gewinn- und Verlustrechnung von Marvell Technology, Inc.

Today, Oct. 6, 2026, the chipmaker lifted near- and long-term targets at Investor Day, signaling stronger AI infrastructure demand ahead.

Marvell Technology shares are rallying after the chip designer raised its long-term sales outlook on growing data-center demand.

Marvell Technology NASDAQ: MRVL outlined an expanded long-term growth plan at its 2026 Investor Day, raising its fiscal 2028 revenue outlook and projecting a path to $70 billion to $90 billion in annual revenue by fiscal 2031 as artificial intelligence infrastructure drives demand for connectivity, custom silicon and optical technologies.

AMD's data center revenue more than doubled year over year in the second quarter of 2026, and management guided for about $13 billion in third-quarter revenue. Marvell's fiscal 2026 profit leaned on a one-time pretax gain of about $1.8 billion from selling its automotive Ethernet business.

Marvell's stock is popping after the company not only delivered with its financial forecasts but also demonstrated its diversified mix of customers and products.

The semiconductor and networking specialist is gaining ground thanks to robust guidance from another AI chipmaker.

Marvell Technology is deepening its ties with NVIDIA and Microsoft to expand AI infrastructure and cloud security as it takes on Broadcom and Astera Labs.

Marvell Technology Inc. (NASDAQ:MRVL) delivered the long-range reset Jim Cramer had been expecting at its Tuesday Investor Day event. The custom AI chip company guided to fiscal 2031 revenue of $70 billion to $90 billion, well above Wall Street's models, and investors responded immediately.

Marvell Technology Inc (NASDAQ:MRVL) shares rose 6.5% to $288.94 in trading on Tuesday morning after reaching an intraday high of $301.27 as investors reacted to the company's bullish long-term revenue forecasts. Marvell forecast fiscal 2031 revenue of $70 billion to $90 billion, with the midpoint of $80 billion exceeding Wall Street's $46.85 billion estimate, according to analysts polled by Visible Alpha.

Marvell held its annual investor day on Tuesday. Management is predicting head-turning growth over the next couple of years.