Added to YB: 2026-09-02
Pitch date: 2026-08-29
MRVL [neutral]
Marvell Technology, Inc.
-2.73%
current return
Author Info
No bio for this author
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
$190.0B
Pitch Price
$216.29
Price Target
N/A
Dividend
0.11%
EV/EBITDA
65.31
P/E
72.78
EV/Sales
20.24
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Marvell $MRVL Q2 2026 Financial Report Analysis
MRVL (earnings): Marvell’s fundamentals remain strong, supporting retention of the core position but not new buying at the current valuation. FY2027 and FY2028 revenue outlooks rose to roughly $12B and $18B as data-center growth accelerates, but custom-silicon mix is structurally lowering gross margins. Google expands the post-FY2029 opportunity while bringing up to 6.4% dilution; October 6 Investor Day must clarify FY2029 custom revenue and the long-term margin framework.
Read full article (17 min)