Professional
Added to YB: 2025-06-02
Pitch date: 2025-05-30
MRVL [bullish]
Marvell Technology, Inc.
+83.7%
current return
Author Info
Maple Tree Capital is a fictitious fund run by @HenryInvests. Follow on Twitter/X.
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
$93.3B
Pitch Price
$59.61
Price Target
100.00 (-9%)
Dividend
0.22%
EV/EBITDA
35.34
P/E
34.76
EV/Sales
11.65
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Maple Tree Capital New Position: Marvell Technology, Inc.
MRVL (new position): Data center/AI leader, $2.5B AI rev expected next year. Q4 data center rev +78% YoY. Enterprise/carrier segments showing sequential growth after troughing. Custom silicon wins with AMZN/MSFT driving future growth but project volatility risk. Target $100, projecting $3B FCF by 2028.
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