Added to YB: 2025-07-08
Pitch date: 2025-07-06
MRVL [neutral]
Marvell Technology, Inc.
+13.37%
current return
Author Info
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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
$74.32
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
turnaround
Marvell Catch-Up Note
MRVL (SerDes issues): Marvell SerDes issues impacting key hyperscale AI partnerships. Amazon's Trainum & Microsoft's Maia facing performance setbacks per Edgewater/Semianalysis notes. AWS, Microsoft, Google looking at alternatives. Custom AI event slides reveal 'XPU attach' distraction from core issues. Some bright spots with SRAM & PIVR tech can't offset lost business.
Read full article (3 min)