Professional
Added to YB: 2025-06-02
Pitch date: 2025-05-30
MRVL [bullish]
Marvell Technology, Inc.
+33.54%
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, spanning the data center core to network edge.
Market Cap
$68.5B
Pitch Price
$59.61
Price Target
100.00 (+26%)
Dividend
0.31%
EV/EBITDA
28.20
P/E
27.66
EV/Sales
9.06
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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