Added to YB: 2026-10-09
Pitch date: 2026-10-07
MRVL [neutral]
Marvell Technology, Inc.
-11.64%
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
$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
growth
Marvell doesn't want to be 'the next Broadcom'.
MRVL (monitor): Marvell’s credible near-term case is connectivity-led: management raised FY28 revenue to $20B from $18B, supported by demand, supply and repeated upward revisions. At the $287 investor-day close, a reverse calculation based on consensus FY31 EPS of $19 yields about $293, suggesting little credit for the $30+ target. The unresolved issue is whether scale-up optics can support the model’s implied ~58% interconnect share.
Read full article (13 min)