Added to YB: 2025-07-10
Pitch date: 2025-07-03
MRVL [bullish]
Marvell Technology, Inc.
+13.6%
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
$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
growth
ClearBridge Large Cap Growth Strategy New Position: Marvell Technology, Inc.
MRVL (new position): Semiconductor/networking designer for AI, cloud & 5G, strong in interconnect. Lagged Nvidia/Broadcom as AI revenue ramp slower, but poised to reverse as customer wins materialize. Trading at growth-adjusted discount to AI semi peers, providing attractive entry.
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