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 system-on-a-chip architectures, integrating analog, mixed-signal, and digital signal processing functionality. It offers a portfolio of ethernet solutions, including spanning controllers, network adapters, physical transceivers, and switches; single or multiple core processors; and custom application specific integrated circuits. The company also provides interconnect products, including pulse amplitude modulation, coherent and coherent-lite digital signal processors (DSPs), laser drivers, trans-impedance amplifiers, silicon photonics, co-packaged optics, linear pluggable optics chipsets, data center interconnect, active electrical cable DSPs and peripheral component interconnect express retimer solutions; fibre channel products comprising host bus adapters and controllers; storage controllers for hard disk drives and solid-state-drives; host system interfaces, including serial advanced technology attachment and serial attached SCSI, peripheral component interconnect express, non-volatile memory express (NVMe), and NVMe over fabrics. It operates 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.
Analyst Perspectives | Price targets range from $90 to $135, reflecting varied views on Marvell's growth potential in AI and data center markets amid competitive challenges. |
Market Opportunities | Explore Marvell's potential to capture one-third of the $30-50 billion custom AI chip market by 2030, potentially doubling its revenues to $16 billion+ by CY28. |
Financial Projections | Analysts forecast Marvell's FY26 revenues at $8.20 billion with EPS of $2.80, and FY27 estimates of $10.1 billion revenue and $3.75 EPS, indicating strong growth. |
AI-Driven Strategy | Marvell's pivot to AI and custom silicon solutions positions it for substantial growth in the expanding semiconductor market, with partnerships driving innovation. |
Metrics to compare | MRVL | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipMRVLPeersSector | |
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P/E Ratio | −57.4x | −0.7x | 11.3x | |
PEG Ratio | −10.18 | 0.58 | 0.01 | |
Price / Book | 3.8x | 1.8x | 2.4x | |
Price / LTM Sales | 8.8x | 2.9x | 2.0x | |
Upside (Analyst Target) | 70.4% | 34.9% | 35.7% | |
Fair Value Upside | Unlock | 17.2% | 8.3% | Unlock |