Added to YB: 2026-10-14
Pitch date: 2026-10-11
MRVL [bullish]
Marvell Technology, Inc.
-12.12%
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
$274.50
Price Target
420.00 (+74%)
Dividend
0.09%
EV/EBITDA
80.05
P/E
89.32
EV/Sales
24.81
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Marvel investor day take
MRVL (hold): Marvell’s investor day strengthened the case that it is a broad AI-infrastructure platform, not merely a custom-XPU and optical-DSP supplier. Management raised FY28 revenue guidance to ~$20B and set an FY31 framework of $70-90B revenue, 44-46% operating margins and >$30 non-GAAP EPS; the analysis sees $35+ of CY30 EPS and raises the price target to $420, supported by multiple datacenter growth vectors rather than one product or customer.
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