Added to YB: 2026-10-09
Pitch date: 2026-10-07
MRVL [bearish]
Marvell Technology, Inc.
+13.1%
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
$233.1B
Pitch Price
$277.60
Price Target
N/A
Dividend
0.09%
EV/EBITDA
80.05
P/E
89.32
EV/Sales
24.81
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Marvell 2026 Investor Day: Irrational Recap
MRVL (update): Marvell’s investor day did little to alter the bearish view: far-out targets and repeated CAGR charts lacked substance and look vulnerable if the semiconductor bubble pops before 2030. Dense SRAM, die-to-die PHY and the 1.6T coherent sample were genuinely impressive, but questions remain around the respun Aria 1.6T DSP, optical technology choices and the economics, latency and HBM availability for the memory expander.
Read full article (3 min)