Added to YB: 2026-06-05
Pitch date: 2026-06-03
MRVL [neutral]
Marvell Technology, Inc.
+11.83%
current return
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
$263.9B
Pitch Price
$282.95
Price Target
N/A
Dividend
0.08%
EV/EBITDA
95.17
P/E
104.20
EV/Sales
30.44
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
What's going on with Marvell?
MRVL (update): Stock +60% in one week, no clear catalyst. Author won't buy. Best guesses: Nvidia's $2B stake driving political dynamics; legit dense SRAM IP (runs at 500mV vs 630mV norm, beats internal IP); DDR4 CXL Structera cards turning worthless product into high-margin (~85%) revenue amid DRAM shortage, beats Astera Labs. Prefers AMD CPU story.
Read full article (4 min)