By Jabran Kundi
Publication Date: 2026-04-14 15:56:00
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 Companies That Partnered With Nvidia in 2026. Marvell Technology, Inc. (NASDAQ:MRVL) received an upgrade from Barclays analyst Tom O’Malley on April 9. He upgraded the stock from Equal Weight to Overweight while also raising the firm’s price target from $105 to $150. The upward-adjusted price target reflects an additional 16.7% upside from current levels. The analyst highlighted that the firm is growing through its optical segment, and the rapid growth in ports is driving the expansion of its market presence. The firm expects MRVL’s optical business to grow by approximately 90% over this year and the next, even if some market share shifts to competitors such as Broadcom.
On March 31, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) and NVIDIA announced a strategic partnership to connect Marvell to NVIDIA’s AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion. This partnership provides customers with greater flexibility and options for developing next-generation AI infrastructure. It includes work on silicon photonics technology, with Marvell Technology, Inc. (NASDAQ:MRVL) providing custom XPUs and NVLink Fusion-compatible networking. The partnership also targets AI-driven telecommunications networks using NVIDIA Aerial AI-RAN for 5G/6G.
Matt Murphy, chairman and CEO of Marvell Technology,…
