Added to YB: 2026-09-02
Pitch date: 2026-08-28
MRVL [bullish]
Marvell Technology, Inc.
-2.73%
current return
Author Info
No bio for this author
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
$190.0B
Pitch Price
$216.29
Price Target
440.00 (+108%)
Dividend
0.11%
EV/EBITDA
65.31
P/E
72.78
EV/Sales
20.24
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Marvell: 50% Growth At 45x FCF = A Stock I Want To Own
MRVL (earnings): Marvell’s post-earnings thesis strengthened despite lighter-than-expected free cash flow and an after-hours share-price decline. The free-cash-flow estimate increased, with a credible path to roughly $5 billion at some point in fiscal 2028 and a $440 target by late 2027. The backlog, Google partnership, and Nvidia’s outlook support the risk-reward, while the key risk is when the AI capital-spending boom ends.
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