Marvell Pursues Data Center Growth With Celestial AI And XConn Deals

Simply Wall St

Thu, February 19, 2026 at 3:13 PM GMT+9 2 min read

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MRVL

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Marvell Technology (NasdaqGS:MRVL) has agreed to acquire Celestial AI and XConn Technologies to expand its data center product lineup.

The deals focus on optical photonic fabric and PCIe/CXL switching, aimed at strengthening Marvell's position in next generation data center infrastructure.

Management has outlined ambitious growth targets for the acquired businesses as they are integrated into Marvell's broader data center strategy.

For investors watching Marvell at a share price of $79.09, these acquisitions arrive after a mixed performance, with the stock up 86.1% over 3 years but down 11.5% year to date and 28.5% over 1 year. The moves highlight how the company is leaning into data center and connectivity assets that management views as central to its long term plan.

Looking ahead, the key question for you is how effectively Marvell can fold Celestial AI and XConn into its existing portfolio and translate that into meaningful revenue over time. Execution around integration, product roadmaps, and customer adoption in data center markets will be central to how the story around NasdaqGS:MRVL develops from here.

Stay updated on the most important news stories for Marvell Technology by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Marvell Technology.

NasdaqGS:MRVL Earnings & Revenue Growth as at Feb 2026

5 things going right for Marvell Technology that this headline doesn’t cover.

Quick Assessment

**✅ Price vs Analyst Target**: At US$79.09 versus a consensus target of about US$116.80, the price sits roughly 32% below where analysts see it.

**⚖️ Simply Wall St Valuation**: The shares are described as trading close to estimated fair value, so the current price looks roughly in line with that model.

**❌ Recent Momentum**: The 30 day return of about 1.7% decline shows weak short term momentum as this news lands.

There is only one way to know the right time to buy, sell or hold Marvell Technology. Head to Simply Wall St’s company report for the latest analysis of Marvell Technology’s Fair Value.

Key Considerations

📊 The Celestial AI and XConn deals push Marvell deeper into data center infrastructure, so your thesis may lean more on that segment than before.

📊 Keep an eye on how management talks about revenue contribution, integration milestones and customer adoption for these assets over the next few reporting periods.

⚠️ Integration risk is front and center, including the chance that costs, timelines or one off items affect earnings recognition and mask underlying performance.

 






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Dig Deeper

For the full picture including more risks and rewards, check out the complete Marvell Technology analysis. Alternatively, you can check out the community page for Marvell Technology to see how other investors believe this latest news will impact the company’s narrative.

_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include MRVL.

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