Added to YB: 2025-12-12
Pitch date: 2025-12-09
MRVL [bullish]
Marvell Technology, Inc.
-7.56%
current return
Author Info
CopyCat Invest is a former Portfolio Manager, managing my own investment portfolio and sharing my research and efforts with full transparency. Sign up for the newsletter.
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
$91.33
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 to position): Bought more at $89+ despite misinformation-driven selloff. Trading 25x FY25 EPS est of $3.55 (+25% growth vs $2.84 current year). Custom ASIC concerns overblown - only 25% of data center rev, networking excelling. Valuation compressed from 60x to 35x trailing PE despite solid results.
Read full article (1 min)