Added to YB: 2025-09-12
Pitch date: 2025-09-10
MRVL [bullish]
Marvell Technology, Inc.
+26.09%
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
$66.96
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 20% at $66.89: Solid earnings but dumped on custom chip q/q decline guidance, though mgmt cites project timing w/ few customers in early ramp phase. Strong networking position overlooked. Oracle's massive orders counter 'peak spend' narrative. Bottom appears solid despite momentum trader rotation.
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