Future Prospects | Delve into Marvell's ambitious targets for AI business growth, aiming for $2.5 billion in AI revenues by FY2027 amid a rapidly expanding total addressable market |
Competitive Edge | Explore Marvell's custom silicon expertise and 3nm technology advancements, positioning the company to capture significant market share in the expanding AI accelerator space |
Financial Outlook | Analysts set average price target of $85, reflecting optimism about Marvell's growth potential in AI and data center markets despite near-term margin pressures |
AI Chip Revolution | Marvell's AI revenues projected to exceed $1.5 billion in FY2025, with potential for even higher growth due to strategic positioning in data center AI optics |
Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions, spanning the data center core to network edge. The company develops and scales complex System-on-a-Chip architectures, integrating analog, mixed-signal, and digital signal processing functionality. It offers a portfolio of Ethernet solutions, including controllers, network adapters, physical transceivers, and switches; single or multiple core processors; and custom application specific integrated circuits. The company also provides electro-optical products, including pulse amplitude modulations, coherent digital signal processors, laser drivers, trans-impedance amplifiers, silicon photonics, and data center interconnect solutions; fibre channel products comprising host bus adapters and controllers; storage controllers for hard disk drives and solid-state-drives; and host system interfaces, including serial attached SCSI, serial advanced technology attachment, peripheral component interconnect express, non-volatile memory express (NVMe), and NVMe over fabrics. It has operations in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, and Vietnam. Marvell Technology, Inc. was incorporated in 1995 and is headquartered in Wilmington, Delaware.
Metrics to compare | MRVL | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipMRVLPeersSector | |
---|---|---|---|---|
P/E Ratio | −65.8x | 101.1x | 11.3x | |
PEG Ratio | 0.43 | 0.02 | 0.01 | |
Price / Book | 4.5x | 3.1x | 2.4x | |
Price / LTM Sales | 12.0x | 6.7x | 2.1x | |
Upside (Analyst Target) | 22.6% | 40.0% | 22.8% | |
Fair Value Upside | Unlock | 14.3% | 3.9% | Unlock |