Marvell: An Asymmetric Bet On The Custom Chip Revolution

Mikhail Fedorov
501 Followers

Summary

  • Marvell Technology, Inc. is a leading developer of custom AI chips, partnering with Amazon and Microsoft, and trades at a significant discount to Broadcom.
  • MRVL's aggressive investment in R&D promises future growth for the company, despite its modest revenue compared to its competitors.
  • The company forms one of two major custom AI chip ecosystems, offering high-risk, high-reward potential if its technology and partnerships succeed.
  • I issue a strong buy recommendation for MRVL, highlighting its growth prospects but emphasizing the substantial risks from Nvidia and Broadcom competition.

Marvell Technology Group operating headquarters in Silicon Valley

Sundry Photography/iStock Editorial via Getty Images

Marvell Technology, Inc. (NASDAQ:MRVL) is a relatively small company compared to the tech giants. Its market capitalization currently stands at $79 billion. And this company has weak profit performance if you look at its financial

This article was written by

501 Followers
I started trading on the Moscow Exchange in 2005 as a private trader. Since 2010, I have been a financial markets analyst. I worked as an analyst in several brokerage companies in Russia and then in Ukraine since 2018. I also worked for a leading financial media outlet in Ukraine, covering global markets for Ukrainian readers. I specialize in macroeconomics and general market trends. I am also interested in history and philosophy. Although I received my economic education at Yakutsk State University, I am still largely self-taught. I see Seeking Alpha as a step up in my development, and an exit from the regional market to the global market with an opportunity to share my thoughts and ideas with the whole world.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

About MRVL Stock

SymbolLast Price% Chg
MRVL
88.893.10%
Post88.85-0.04%
Chart
Combination chart with 2 data series.
The chart has 1 X axis displaying Time. Data ranges from 2025-10-10 09:30:00 to 2025-10-15 15:50:00.
The chart has 1 Y axis displaying values. Data ranges from 85.36 to 94.2116.
End of interactive chart.
Market Cap
$74.33B
PE (FWD)
30.81
Yield
0.28%
Rev Growth (YoY)
37.05%
Short Interest
3.59%
Prev. Close
$86.22
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.
Reference ID: b8ca2a10-aa14-11f0-8ad9-11776d9f8480