Leon Hinde

Marvell Technology, Inc. – Common

Revenue growth projections have increased to 33% in FY27 and 37% in FY28, with EPS growth outpacing top-line gains.

At 30x forward P/E and 16x FY28 EPS, valuation remains attractive.

Marvell Technology, Inc. gains a transformative growth catalyst from Nvidia’s $2B investment today, solidifying its AI connectivity market position.

Marvell’s strategic pivot from XPU to optical networking and silicon photonics, supported by key acquisitions, expands its TAM to ~$94B.