Marvell Eyes $2.16B Q4 Revenue, Debuts 1.6Tbps ZR/ZR+ Optical Module
Wall Street expects Marvell to report Q4 revenue of $2.16 billion, an 18% year-over-year increase, and EPS of $0.71 as investors focus on AI-driven data-center guidance and margin outlook. The company unveiled COLORZ 1600 1.6Tbps pluggable ZR/ZR+ modules and 2nm coherent DSPs with MACsec, sampling in H2 2026.
1. Q4 Revenue and EPS Forecast
Analysts forecast Marvell’s fourth-quarter revenue at $2.16 billion, marking an 18% increase from last year, with EPS of $0.71. Investors will assess whether the chipmaker can extend its record of outperforming revenue estimates in eight of the past ten quarters.
2. Focus on AI Infrastructure Guidance
Management has signaled that demand for cloud and accelerator products is running ahead of expectations, making commentary on data-center revenue and outlook the key driver for post-earnings stock movement.
3. New High-Speed Connectivity Products
Marvell introduced the COLORZ 1600, the industry’s first 1.6Tbps pluggable ZR/ZR+ optical module, alongside 2nm coherent DSPs with integrated MACsec security. Both technologies are slated for commercial sampling in the second half of 2026, targeting AI data-center interconnects.
4. Additional Metrics and Analyst Sentiment
Investors will also monitor gross-margin trends, free-cash-flow generation, Celestial AI integration progress, and any planned buybacks. The consensus Buy rating carries an average price target of $118, reflecting confidence in Marvell’s AI-driven growth trajectory.