Added to YB: 2026-08-25
Pitch date: 2026-08-23
MRVL [bullish]
Marvell Technology, Inc.
-0.01%
current return
Author Info
Gaetano shares institutional-quality research on the future of AI infrastructure and photonics. Deep dives, timely updates, and real education built for conviction investors. Sign up for the newsletter.
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
$207.9B
Pitch Price
$229.22
Price Target
400.00 (+69%)
Dividend
0.10%
EV/EBITDA
75.08
P/E
81.88
EV/Sales
24.01
Sector
Semiconductors and Semiconductor Equipment
Category
growth
We Need To Talk About MRVL. A Deep Dive Into All That Is Going On
MRVL: Fabless AI semi play across custom compute, memory infra, connectivity & optics. Expanded Google TPU deal (up to $120B rev ladder via 59M share warrant @$206.58). FY26 rev $8.2B (+42%); guides FY27 ~$11.5B, FY28 ~$16.5B; custom silicon >$10B by FY29. NVIDIA $2B invest. 38-40% op margin. Risks: 82% top-10 customer concentration, dilution, margin mix, AI capex, Celestial cancellation. PTs $200-400; author aligns >$320 (BofA $365).
Read full article (33 min)