Marvell Technology, Inc. (NasdaqGS:MRVL) entered into a definitive agreement to acquire Celestial AI Inc. for $6 billion on December 2, 2025. Under the terms of the acquisition, Marvell Technology, Inc. will pay an upfront consideration valued at approximately $3.25 billion, consisting of $1 billion in cash, and approximately 27.2 million shares of Marvell Technology, Inc. common stock, having a value of $2.25 billion. In addition, Marvell Technology, Inc. will pay Celestial AI equity holders incremental contingent consideration in the form of earnout payments of up to approximately 27.2 million shares of Marvell Technology, Inc. upon satisfaction of certain revenue milestones. The first milestone, representing one-third of the earnout consideration, will be achieved if Celestial AI reaches cumulative revenue of at least $500 million by the end of Marvell?s fiscal year 2029. The full earnout would be paid if Celestial AI?s cumulative revenue by the end of Marvell?s fiscal year 2029 exceeds $2 billion. The transaction will be financed with Marvell Technology, Inc.'s cash on hand. Upon completion, David Lazovsky (CEO), Preet Virk (COO), Philip Winterbottom (CTO) to join Marvell Technology, Inc.
The transaction is subject to customary closing conditions and regulatory approvals and is expected to close in the first quarter of calendar 2026. The transaction is accretive to non-GAAP earnings to second half of fiscal year 2028.
Rob Ishii, Ethan Lutske, Ross Tanaka, Allison Spinner, and Jeana Kim of Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor to Marvell Technology, Inc. Citigroup Inc. acted as exclusive financial advisor to Marvell Technology, Inc. Mark Bekheit, Jim Morrone, James Metz, Grace M. Lee, Joshua Holian, Patrick English, Robert Brown, Erin Brown Jones, Andrew Galdes and Richard Kim of Latham & Watkins LLP and Jana Dammann de Chapto of Latham & Watkins DÜSSELDORF acted as legal advisor to Celestial AI Inc. Morgan Stanley acted as exclusive financial advisor to Celestial AI Inc.
Marvell Technology, Inc. (NasdaqGS:MRVL) completed the acquisition of Celestial AI Inc. on February 2, 2026. As part of the consideration, Marvell Technology, Inc. issued 24,601,976 unregistered shares of Common Stock In addition to the issuance of unregistered shares of Common Stock, Marvell Technology, Inc also assumed approximately 3 million Celestial options (on an as-converted to shares of Company Common Stock basis) which will be registered on a Registration Statement on Form S-8 shortly after closing of the Transaction. Marvell Technology, Inc may also issue additional shares of Common Stock, having a value of up to $2.25 billion as of the signing date, upon satisfaction of certain revenue milestones. The first milestone will be achieved if Celestial reaches cumulative revenue of at least $500 million by the end of the Company?s fiscal year 2029. Additional amounts will become payable if cumulative revenue exceeds $500 million but is less than $2 billion. The full earnout would be paid if Celestial?s cumulative revenue by the end of the Company?s fiscal year 2029 exceeds $2 billion. Celestial AI?s technologies and teams will now be a part of Marvell?s Data Center Group, strengthening its end-to-end connectivity capabilities for next-generation AI systems. The acquisition is expected to add approximately $50 million in annual non-GAAP operating expenses to Marvell?s current run rate.
Marvell Technology Group Ltd specializes in designing and marketing integrated communications and storage circuits intended for manufacturers of high-speed network equipment, hard disks, and consumer electronics. Net sales break down by area of application as follows:
- data centers (72.2%): artificial intelligence systems, data storage systems, Ethernet switches, servers, interconnection systems, etc.;
- enterprise networks (10.9%): routers, Ethernet switches, wireless access points, network equipment, workstations, etc. for campuses, small and medium-sized enterprises;
- telecom network infrastructures (5.9%): access multiplexers, Ethernet switches, optical transport systems, routers, wireless radio network access systems, etc.;
- consumer electronics (5.5%): broadband gateways and routers, game console systems, home data storage systems, home wireless access points, personal computer systems, printers and receiver terminals;
- automotive and industrial (5.5%): advanced driver assistance systems, autonomous vehicle systems, embedded network systems, industrial Ethernet switches, video surveillance systems.
Net sales are distributed geographically as follows: the United States (16.6%), China (43.5%), Taiwan (9.7%), Singapore (7.8%), Thailand (5.3%), Japan (2.9%), Malaysia (2.5%), Finland (2%) and other (9.7%).
This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Global Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite), and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of the rankings based on the following ratings: Capital Efficiency (Composite), Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
ESG MSCI
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.