Added to YB: 2025-01-02
Pitch date: 2024-12-27
MRVL [bullish]
Marvell Technology, Inc.
-23.51%
current return
Author Info
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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
$110.37
Price Target
151.00 (+79%)
Dividend
0.26%
EV/EBITDA
32.15
P/E
32.53
EV/Sales
10.33
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Marvell Technology: At an inflection point in 2025 (High conviction)
MRVL: Custom silicon & optics driving data center growth (70% rev). Non-DC markets recovering. AWS 5-yr deal. 3Q25 rev +19% QoQ, EPS +43% QoQ. 4Q25 guidance: rev $1.8B (+26% YoY), EPS $0.58. AI upside. DCF valuation: $113 IV, $90 entry, $119 1yr PT, $151 3yr PT (35-45x P/E).
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