Added to YB: 2026-06-01
Pitch date: 2026-05-28
MRVL [neutral]
Marvell Technology, Inc.
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
$179.2B
Pitch Price
N/A
Price Target
N/A
Dividend
0.12%
EV/EBITDA
64.79
P/E
70.75
EV/Sales
20.72
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Marvell Q1 2026 Snapshot
MRVL (earnings): Q1'26 rev $2.42B (+27.6% YoY), Data Center $1.83B (~76% of rev). Gross margin +190bps to 52%, FCF margin 20% (+870bps). Mgmt raised FY28 rev to $16.5B; interconnect FY27 growth >70%. NVIDIA partnership expansion. But net margin 1% (-800bps), EPS $0.04 (-80% YoY), 2% dilution. Pricey at 20.3x EV/Sales, 50.9x fwd EPS. Strong AI thesis, needs cleaner bottom-line conversion.
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