Added to YB: 2026-04-13
Pitch date: 2026-04-10
MRVL [neutral]
Marvell Technology, Inc.
Author Info
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Company Info
Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.
Market Cap
$112.4B
Pitch Price
N/A
Price Target
N/A
Dividend
0.19%
EV/EBITDA
42.38
P/E
41.85
EV/Sales
13.97
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Marvell & Celestial AI
MRVL (overview): Acquired Celestial AI for $3.25B cash/stock + $2.25B earnouts to move optics into AI scale-up fabric (chip-to-package-to-rack). Celestial's Photonic Fabric: 16 Tbps/chiplet, 50m reach, nanosecond latency, frees die-edge for more HBM. Targets $500M rev run rate Q4 FY28, $1B Q4 FY29. AWS backed. Aims to own internal AI cluster connectivity vs just rack-to-rack optics.
Read full article (4 min)