Marvell Technology, Inc.

NASDAQ Global Select
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Bullish +65

Marvell Technology vs. UiPath: What Do the Quarterly Revenue Trends of ...

📊 Marvell Technology maintains a clear size advantage over UiPath, generating significantly higher overall revenue volume across the tracked period.

📈 Both companies have seen total revenue increase steadily year over year, though they experience slight quarter-over-quarter dips at different times.

💰 Marvell reported a 52% gross margin for the quarter ended May 2, 2026, following its addition to the S&P 500 on June 22, 2026.

🤖 UiPath recorded an 81% gross margin for the quarter ended April 30, 2026, after launching new AI features for its Automation Suite on May 5.

📉 Marvell's quarterly sales grew from $1.3 billion in Q3 2024 to a forecasted $2.7 billion for the upcoming quarter.

🚀 UiPath achieved a 17% year-over-year revenue increase to $418.4 million in its latest quarter, with guidance of $395-$400 million for next quarter.

📈 Marvell's stock price soared over 150% in the past 12 months through July 24 due to sales acceleration.

📉 UiPath's share price fell more than 10% in the same period despite positive revenue growth.

🏆 The Motley Fool Stock Advisor team did not identify Marvell Technology as one of their top 10 stocks to buy now.

⚠️ Robert Izquierdo has positions in both Marvell Technology and UiPath, and The Motley Fool recommends both stocks.

Bullish Signals
  • Marvell Technology reported a 52% gross margin for the quarter ended May 2, 2026.
  • UiPath recorded an 81% gross margin for the quarter ended April 30, 2026.
  • Marvell's quarterly sales are accelerating with a forecasted revenue of about $2.7 billion for the next quarter.
  • UiPath is capturing customers with a 17% year-over-year revenue increase to $418.4 million in its latest quarter.
  • Marvell's stock price soared over 150% in the past 12 months through July 24 due to sales acceleration.
  • Both companies are seeing sales growth from the rapid expansion of the artificial intelligence sector.
Risk Factors
  • UiPath's share price fell more than 10% in the past 12 months through July 24.
  • The Motley Fool Stock Advisor analyst team did not identify Marvell Technology as one of their top 10 stocks to buy now.
Full Analysis
Marvell Technology (NASDAQ:MRVL) and UiPath (NYSE:PATH) are compared based on their quarterly revenue trends, highlighting Marvell's significant size advantage in total revenue volume while both companies show steady year-over-year growth. Marvell, a leader in data infrastructure semiconductors and system-on-a-chip architectures for enterprise clients, was added to the S&P 500 index on June 22, 2026, and reported a 52% gross margin for the quarter ended May 2, 2026. UiPath, which delivers robotic process automation software, launched new AI features for its Automation Suite on May 5 and recorded an 81% gross margin for the quarter ended April 30, 2026. Revenue data from company filings shows Marvell's quarterly sales accelerating from $1.3 billion in Q3 2024 to a forecasted $2.7 billion for the next quarter, driven by unprecedented customer demand in the AI sector. Financial performance diverges sharply between the two stocks: Marvell's sales acceleration helped its share price soar over 150% in the past 12 months through July 24, whereas UiPath's stock fell more than 10% despite capturing customers with a 17% year-over-year revenue increase. The article notes that Marvell was not included in The Motley Fool Stock Advisor's current top 10 buy list, contrasting with historical examples of Netflix and Nvidia recommendations. The analysis concludes by noting that while both companies benefit from AI sector expansion, Marvell is experiencing more impressive sales growth compared to UiPath. The text includes a disclosure stating that Robert Izquierdo holds positions in both companies and The Motley Fool has positions in and recommends both stocks.