Professional
Added to YB: 2025-04-14
Pitch date: 2025-04-10
MRVL [neutral]
Marvell Technology, Inc.
+60.77%
current return
Author Info
No bio for this author
Company Info
Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions, spanning the data center core to network edge.
Market Cap
$78.4B
Pitch Price
$52.51
Price Target
N/A
Dividend
0.26%
EV/EBITDA
32.15
P/E
32.53
EV/Sales
10.33
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ClearBridge Mid Cap Strategy Portfolio Holding: Marvell Technology, Inc.
MRVL (holding update): Pullback after DeepSeek announcement, but long-term AI opportunity intact. As preferred partner in data center construction, Marvell poised to benefit from ongoing hyperscaler expansion, despite potential shift to less resource-intensive AI models.
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