Added to YB: 2025-08-29
Pitch date: 2025-08-28
MRVL [bullish]
Marvell Technology, Inc.
+30.92%
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
$64.49
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
Buy MRVL
MRVL: Added 22% to position at ~$75. Trading 27x FY EPS vs 47x last year amid recovery in Enterprise/Carrier segments + strong Data Center performance. 27% EPS growth expected next year. Cheaper than NVDA/AVGO peers. Recent $2.5B automotive ethernet sale adds cash. Q2 results tomorrow could signal stronger sequential growth if guidance improves.
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