MRVL at a glance
Marvell Technology (MRVL, SEC CIK 1835632) filed its latest 10-K annual report on March 11, 2026, a 10-Q quarterly report on August 28, 2026, an 8-K current report on September 25, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), Marvell Technology (MRVL) reported revenue of $8.2 billion (up 42.1% from FY2025) and net income of $2.7 billion. Diluted EPS was $3.07.
- As of June 30, 2026, 61 institutional investment managers tracked by SignalX reported holding Marvell Technology (MRVL) shares worth $120.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Koopmans Chris on October 1, 2026 of 10,000 shares at $262.05 per share.
- In the last 90 days, MRVL insiders reported 0 open-market purchases ($0) and 7 open-market sales ($13.3M) on Form 4, a net sale of $13.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $8.2B
- +42.1% vs prior year
- Insiders · 90 days
- 0 buys · 7 sells
- Net −$13.3M
- 13F holders
- 61 funds
- $120.9B · +11 vs prior quarter
- Latest 8-K
- Sep 25, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 31, 2026
Management Discussion & Analysis
- Revenue $8.2B in FY2026, up 42% YoY (+$2.4B); data center +46%, communications +31%
- Gross margin 51.0% vs 41.3%; operating margin 16.1% vs -12.5% prior year
- Cash from operations $1.8B vs $1.7B; capex $354.1M; $2.5B proceeds from automotive ethernet divestiture to Infineon
- Returned $2.2B to stockholders: $2.0B buybacks (26.6M shares), $205.1M dividends; $5.5B remaining buyback authorization
- Post-FY2026 acquisitions: Celestial AI (~$1.3B cash + 24.5M shares) and XConn ($280M cash); key risks include U.S. export restrictions on China customers and tariff uncertainty
Business Overview
- Fabless data infrastructure semiconductor supplier; custom ASICs and interconnects for AI data centers as primary growth driver
- Divested automotive ethernet business to Infineon for $2.5B cash (recorded $1.8B pre-tax gain); acquired Celestial AI (~$1.3B cash + ~24.5M shares) for photonic interconnects and XConn ($280M cash) for PCIe/CXL switching
- Data center revenue surged to $6.1B (FY2026) from $4.2B (FY2025) and $2.2B (FY2024); total revenue $8.2B vs $5.8B prior year
- Consolidated four end markets (enterprise networking, carrier, consumer, automotive) into single "communications and other" segment starting Q4 FY2026
- Single distributor (Distributor A) represented 37% of total revenue, up from 34%: unusually high single-channel concentration for a $8B+ semiconductor company
Risk Factors
- BIS export controls expanded Oct 2022–Jan 2025 (EAR rules, Entity List additions); proposed 25% tariff on chip exports and potential 15% revenue-sharing on China sales could erode margins
- Top 10 customers = 82% of FY2026 revenue; data center end market heavily concentrated, with two customers each exceeding 10% of net revenue
- Manufacturing concentrated in Taiwan foundries; no owned fabs, single-sourced products, limited alternative advanced-node capacity if disrupted
- AI-driven chip design tools lowering entry barriers; large cloud providers and AMD/Broadcom (post-consolidation) accelerating in-house silicon, threatening Marvell's custom ASIC demand
- $4.5B senior notes outstanding as of Jan 31, 2026; $11.1B goodwill on balance sheet vulnerable to impairment if data center spending decelerates
AI summary of the MRVL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 1, 2026
Management Discussion & Analysis
- Revenue $2,739.3M, up 36.5% YoY from $2,006.1M
- Gross margin 53.1% vs 50.4% YoY; operating margin 16.8% vs 14.5%
- Best market data center sales, up 46% on AI demand; communications and other sales up 10%
- Cash $3.9B, up $1.3B from January 31, 2026; $400.0M share repurchases and $107.7M dividends
- Headwinds tariffs and geopolitical events, supply constraints, customer concentration, and semiconductor demand volatility
Risk Factors
- New regulatory risk: July 2026 bipartisan AI oversight legislation could establish U.S. government oversight over cutting-edge AI models
- Market risk: AI data-center deployment delays from power, water, permitting, labor, and community constraints could reduce product demand
- Customer concentration: Ten largest customers represented 82% of fiscal 2026 net revenue
- Competitive risk: Large customers may develop in-house semiconductor solutions, reducing Marvell demand
- Financial risk: Purchase-order customers can cancel, change, or delay commitments with relatively short notice
AI summary of the MRVL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Quarterly dividend declared at $0.06 per share
- Payment scheduled for October 29, 2026
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2027 results covered quarter ended August 1, 2026
- Press release furnished as Exhibit 99.1 contains Marvell’s financial results
Item 3.02: Unregistered Sales of Equity Securities
- Warrant Agreement dated August 18, 2026 between Marvell and Google, indicating a strategic equity-linked transaction
- Google counterparty creates potential alignment with a major technology customer or partner
Item 1.01: Entry into a Material Definitive Agreement
- Expanded Google partnership covers custom silicon for AI inference, storage, networking, memory interfaces, and near-memory compute
- Warrant for up to 58,970,907 MRVL shares at $206.58 exercise price, creating potential equity dilution
AI summaries of MRVL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MRVL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Koopmans Chris | Sell | Oct 1, 2026 | 10,000 | $262.05 |
| MURPHY MATTHEW J | Sell | Sep 15, 2026 | 7,500 | $223.39 |
| Durn Daniel | M | Sep 15, 2026 | 6,469 | - |
| Durn Daniel | F | Sep 15, 2026 | 3,408 | $221.70 |
| Durn Daniel | M | Sep 15, 2026 | 6,469 | - |
| Koopmans Chris | Sell | Sep 1, 2026 | 10,000 | $203.27 |
| MURPHY MATTHEW J | Sell | Aug 17, 2026 | 7,500 | $236.08 |
| Scarpulla Justin | M | Aug 15, 2026 | 3,166 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $5.8B | $8.2B |
| Gross Profit | - | $2.4B | $4.2B |
| Operating Income | - | -$720.3M | $1.3B |
| Net Income | - | -$885.0M | $2.7B |
| Gross Margin | - | 41.3% | 51.0% |
| Op. Margin | - | -12.5% | 16.1% |
| Net Margin | - | -15.3% | 32.6% |
| Balance Sheet | |||
| Total Assets | $21.2B | $20.2B | $22.3B |
| Equity | - | $13.4B | $14.3B |
| ROE | - | -6.6% | 18.7% |
| Per Share | |||
| EPS | - | $-1.02 | $3.07 |
| Cash Flow | |||
| Operating CF | - | $1.7B | $1.8B |
| CapEx | $336.3M | $284.6M | $354.1M |
Source: XBRL data in Marvell Technology (MRVL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MRVL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 61 | $120.85B |
| Q1 2026 | 50 | $42.07B |
| Q4 2025 | 48 | $36.56B |
| Q3 2025 | 48 | $35.95B |
| Q2 2025 | 45 | $29.80B |
| Q1 2025 | 40 | $20.85B |
| Q4 2024 | 39 | $30.74B |
| Q3 2024 | 33 | $5.63B |
- BlackRock+21.80M (+34%)
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- T. Rowe Price Group+12.13M (+714%)
- JPMorgan Chase & Co+8.07M (+139%)
- FMR LLC (Fidelity)−74.32M (-57%)
- Vanguard Portfolio Management LLC−12.20M (-37%)
- Ameriprise Financial−11.75M (-56%)
- Millennium Management−5.78M (-95%)
- Franklin Resources−5.38M (-47%)
- Advanced Micro Devices−65.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 364 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MRVL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 8-K | Sep 25, 2026 | - | Analysis | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 10-Q | Aug 28, 2026 | Aug 1, 2026 | Analysis | |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 8-K | Jul 9, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
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MRVL SEC filings: frequently asked questions
Are MRVL insiders buying or selling?
In the last 90 days, Marvell Technology (MRVL) officers, directors and 10% owners reported no open-market purchases and 7 open-market sales worth $13.3 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MRVL stock?
As of June 30, 2026, the largest Marvell Technology (MRVL) holders among the 13F filers tracked by SignalX were BlackRock ($25.5 billion), Vanguard Capital Management LLC ($17.2 billion), FMR LLC (Fidelity) ($17.0 billion), State Street Corp ($12.5 billion), Invesco Ltd ($9.0 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MRVL's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Marvell Technology (MRVL) reported revenue of $8.2 billion (up 42.1% from FY2025) and net income of $2.7 billion. Diluted EPS was $3.07. The figures come from the XBRL data in the 10-K.
What are the main risks in MRVL's latest 10-K?
In the 10-K filed March 11, 2026, Marvell Technology (MRVL) flagged: BIS export controls expanded Oct 2022–Jan 2025 (EAR rules, Entity List additions); proposed 25% tariff on chip exports and potential 15% revenue-sharing on China sales could erode margins. Top 10 customers = 82% of FY2026 revenue; data center end market heavily concentrated, with two customers each exceeding 10% of net revenue. (AI summary of the Risk Factors section.)
What did MRVL report in its latest 8-K?
Marvell Technology (MRVL) filed an 8-K on September 25, 2026 reporting Item 8.01 (Other Events). Quarterly dividend declared at $0.06 per share.
What are the latest MRVL SEC filings?
Marvell Technology (MRVL) filed its latest 10-K annual report on March 11, 2026, a 10-Q quarterly report on August 28, 2026, an 8-K current report on September 25, 2026 and a Form 4 insider filing on October 1, 2026.
What is MRVL's SEC CIK number?
Marvell Technology (MRVL)'s SEC Central Index Key (CIK) is 1835632. EDGAR lists every MRVL filing under that number.
Ask anything about MRVL
The research agent reads MRVL's filings, financials, insider trades and 13F holders, then answers with sources.