Buying Marvell could be a smart move right now, especially given its strong position in high-growth markets like data centers, AI infrastructure, and 5G.
In fiscal 2024, Marvell generated over $5.5 billion in revenue, with its AI-related revenue expected to exceed $2.5 billion in fiscal 2025, showing aggressive momentum in this sector.
The company is also well-capitalized, with over $800 million in free cash flow last year, allowing for continued R&D and strategic acquisitions.
Trading at a forward P/E of around 30, it's not cheap, but investors are pricing in strong growth prospects in AI and cloud networking, which are expected to expand significantly over the next 1-2 years.
Especially now its in "discount" due to trade war fears.
In fiscal 2024, Marvell generated over $5.5 billion in revenue, with its AI-related revenue expected to exceed $2.5 billion in fiscal 2025, showing aggressive momentum in this sector.
The company is also well-capitalized, with over $800 million in free cash flow last year, allowing for continued R&D and strategic acquisitions.
Trading at a forward P/E of around 30, it's not cheap, but investors are pricing in strong growth prospects in AI and cloud networking, which are expected to expand significantly over the next 1-2 years.
Especially now its in "discount" due to trade war fears.
gor_gevorgian
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
gor_gevorgian
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.