Marvell Is Up 214% in 2026 While Broadcom Is Only Up 3%: Take Profits on MRVL Stock, or Hold On for the Ride?

Marvell shares have surged 214% year to date to trade at $266.27, while Broadcom is up only 3% at $356.16, highlighting how sharply “custom silicon” expectations can diverge from the broader market. The iShares Semiconductor ETF (SOXX) is up 79% YTD, and the Invesco QQQ Trust (QQQ) has risen 21%. Marvell’s momentum was bolstered by an early-October Investor Day focused on its custom AI silicon business for hyperscale customers, and it raised its custom-forecast outlook, including a long-range revenue ambition into the tens of billions. The stock debate now centers on whether guided custom revenue ramps arrive on schedule, given customer concentration risk. Orders and ramp timing will be key in upcoming reports.