Added to YB: 2025-07-08
Pitch date: 2025-07-06
MRVL [neutral]
Marvell Technology, Inc.
+47.46%
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
$93.3B
Pitch Price
$74.27
Price Target
N/A
Dividend
0.22%
EV/EBITDA
35.34
P/E
34.76
EV/Sales
11.65
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Marvell Catch-Up Note
MRVL (SerDes issues): Marvell SerDes issues impacting key hyperscale AI partnerships. Amazon's Trainum & Microsoft's Maia facing performance setbacks per Edgewater/Semianalysis notes. AWS, Microsoft, Google looking at alternatives. Custom AI event slides reveal 'XPU attach' distraction from core issues. Some bright spots with SRAM & PIVR tech can't offset lost business.
Read full article (3 min)