Added to YB: 2026-10-15
Pitch date: 2026-10-13
MRVL [bullish]
Marvell Technology, Inc.
-6.56%
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
$262.49
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: The Trillion-Dollar Question
MRVL (overview): Marvell’s custom-silicon bear case has been disproved by six consecutive outlook increases, lifting fiscal 2028 revenue expectations from ~$13bn to ~$20bn. Its fiscal 2031 framework calls for $70-90bn of revenue, including ~$30bn from custom silicon. At $275, however, the shares already trade at 38x fiscal 2028 and 22x fiscal 2029 earnings; a $1tn valuation requires the framework’s high end and a 30x+ multiple on earnings four years out.
Read full article (9 min)