Back to 95Buying 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.