Added to YB: 2026-03-10
Pitch date: 2026-03-06
MRVL [neutral]
Marvell Technology, Inc.
-0.29%
current return
Author Info
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Company Info
Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions, spanning the data center core to network edge.
Market Cap
$78.0B
Pitch Price
$87.92
Price Target
N/A
Dividend
0.27%
EV/EBITDA
29.79
P/E
29.18
EV/Sales
9.75
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Marvell (MRVL) +10% Small Q4 beat with some DC nits, but much better out year guide/commentary driven by optics/interconnect and improving DC demand has shorts scrambling a bit
MRVL (earnings): Q4 rev $2.22B (+22% YoY) beat $2.21B est, EPS $0.80 vs $0.79. FQ1 guide $2.4B (+27% YoY) vs $2.27B est. FY27 reset to 30%+ growth (~$11B) driven by data center +40%, interconnect +50%. FY28 ~$15B rev, DC +50%, EPS >$5. Optics/interconnect accelerating harder than expected. Custom +20% FY27, doubling FY28. Switch >$600M FY27. BofA upgrade on AI optical connectivity leverage.
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