Marvell Technology Group Ltd. MRVL ResearchPool profile | ResearchPool

Marvell Technology Group Ltd.

Marvell Technology Group is a semiconductor provider of application-specific products. The company is focused on the development of System-on-a-Chip devices, utilizing its technology portfolio of intellectual property in the areas of analog, mixed-signal, digital signal processing, and embedded and standalone integrated circuits. The company develops integrated hardware platforms along with software that incorporates digital computing technologies. In storage, the company is engaged in fibre channel products and data storage controller solutions spanning cloud, enterprise, edge and personal computing markets. The company's networking products include ethernet solutions, embedded processors and WiFi connectivity solutions.

TickerMRVL
ISINBMG5876H1051
ExchangeNASDAQ Stock Market
SectorTechnology Hardware & Equipment
CountryBermuda

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Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2021 10 05

Marvell Technology Group Ltd. (MRVL:USA) currently trades well above corporate average relative to UAFRS-based (Uniform) earnings, with a 69.7x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about chip demand, gross margins, and the Innovium acquisition. Specifically, management may lack confidence in their ability to satisfy chip demand, achieve their gross margin guidance, and manage their operating expenses and inventory costs. Moreover, they may lack confidence in their ability to sustain data processing unit (DPU) and stor...

October 6, 2021 10 EN

MRVL Marvell Technol... (Technology)

Marvell Technology Inc: 1 director

A director at Marvell Technology Inc sold 20,000 shares at 62.400USD and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names ...

September 17, 2021 1 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2021 08 04

Marvell Technology Group Ltd. (MRVL:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with an 85.7x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about lead times to customers, cloud business opportunities, and their ability to maintain rapid growth. Specifically, may lack confidence in their ability to maintain their success in the access, aggregation, and core switching markets. In addition, they may lack confidence in their ability to sustain their annualized run rate in their preampflie...

August 5, 2021 10 EN

MRVL Marvell Technol... (Technology)

MARVELL TECHNOLOGY with less fundamental stars is reduced to Neutral

MARVELL TECHNOLOGY (US), a company active in the Semiconductors industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 2 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date February 19, 2021, the closing price was USD 51.89 and its expected value was estimated at USD 5...

February 20, 2021 6 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2020 07 02

Marvell Technology Group Ltd. (MRVL:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 31.8x Uniform P/E. At these levels, the market has bullish expectations for the firm, and management is confident about revenue growth, their data infrastructure strategy, and their crypto offerings Specifically, management is confident that their custom SSD opportunity will help drive revenue growth and that their data infrastructure strategy will help exceed customers' expectations. In addition, they are confident that they are working with their automotive OEM ...

July 2, 2020 10 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2021 10 05

Marvell Technology Group Ltd. (MRVL:USA) currently trades well above corporate average relative to UAFRS-based (Uniform) earnings, with a 69.7x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about chip demand, gross margins, and the Innovium acquisition. Specifically, management may lack confidence in their ability to satisfy chip demand, achieve their gross margin guidance, and manage their operating expenses and inventory costs. Moreover, they may lack confidence in their ability to sustain data processing unit (DPU) and stor...

October 6, 2021 10 EN

MRVL Marvell Technol... (Technology)

Marvell Technology Inc: 1 director

A director at Marvell Technology Inc sold 20,000 shares at 62.400USD and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names ...

September 17, 2021 1 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2021 08 04

Marvell Technology Group Ltd. (MRVL:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with an 85.7x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about lead times to customers, cloud business opportunities, and their ability to maintain rapid growth. Specifically, may lack confidence in their ability to maintain their success in the access, aggregation, and core switching markets. In addition, they may lack confidence in their ability to sustain their annualized run rate in their preampflie...

August 5, 2021 10 EN

MRVL Marvell Technol... (Technology)

MARVELL TECHNOLOGY with less fundamental stars is reduced to Neutral

MARVELL TECHNOLOGY (US), a company active in the Semiconductors industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 2 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date February 19, 2021, the closing price was USD 51.89 and its expected value was estimated at USD 5...

February 20, 2021 6 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2020 07 02

Marvell Technology Group Ltd. (MRVL:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 31.8x Uniform P/E. At these levels, the market has bullish expectations for the firm, and management is confident about revenue growth, their data infrastructure strategy, and their crypto offerings Specifically, management is confident that their custom SSD opportunity will help drive revenue growth and that their data infrastructure strategy will help exceed customers' expectations. In addition, they are confident that they are working with their automotive OEM ...

July 2, 2020 10 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2021 10 05

Marvell Technology Group Ltd. (MRVL:USA) currently trades well above corporate average relative to UAFRS-based (Uniform) earnings, with a 69.7x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about chip demand, gross margins, and the Innovium acquisition. Specifically, management may lack confidence in their ability to satisfy chip demand, achieve their gross margin guidance, and manage their operating expenses and inventory costs. Moreover, they may lack confidence in their ability to sustain data processing unit (DPU) and stor...

October 6, 2021 10 EN

MRVL Marvell Technol... (Technology)

Marvell Technology Inc: 1 director

A director at Marvell Technology Inc sold 20,000 shares at 62.400USD and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names ...

September 17, 2021 1 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2021 08 04

Marvell Technology Group Ltd. (MRVL:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with an 85.7x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about lead times to customers, cloud business opportunities, and their ability to maintain rapid growth. Specifically, may lack confidence in their ability to maintain their success in the access, aggregation, and core switching markets. In addition, they may lack confidence in their ability to sustain their annualized run rate in their preampflie...

August 5, 2021 10 EN

MRVL Marvell Technol... (Technology)

MARVELL TECHNOLOGY with less fundamental stars is reduced to Neutral

MARVELL TECHNOLOGY (US), a company active in the Semiconductors industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 2 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date February 19, 2021, the closing price was USD 51.89 and its expected value was estimated at USD 5...

February 20, 2021 6 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2020 07 02

Marvell Technology Group Ltd. (MRVL:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 31.8x Uniform P/E. At these levels, the market has bullish expectations for the firm, and management is confident about revenue growth, their data infrastructure strategy, and their crypto offerings Specifically, management is confident that their custom SSD opportunity will help drive revenue growth and that their data infrastructure strategy will help exceed customers' expectations. In addition, they are confident that they are working with their automotive OEM ...

July 2, 2020 10 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2021 10 05

Marvell Technology Group Ltd. (MRVL:USA) currently trades well above corporate average relative to UAFRS-based (Uniform) earnings, with a 69.7x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about chip demand, gross margins, and the Innovium acquisition. Specifically, management may lack confidence in their ability to satisfy chip demand, achieve their gross margin guidance, and manage their operating expenses and inventory costs. Moreover, they may lack confidence in their ability to sustain data processing unit (DPU) and stor...

October 6, 2021 10 EN

MRVL Marvell Technol... (Technology)

Marvell Technology Inc: 1 director

A director at Marvell Technology Inc sold 20,000 shares at 62.400USD and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names ...

September 17, 2021 1 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2021 08 04

Marvell Technology Group Ltd. (MRVL:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with an 85.7x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about lead times to customers, cloud business opportunities, and their ability to maintain rapid growth. Specifically, may lack confidence in their ability to maintain their success in the access, aggregation, and core switching markets. In addition, they may lack confidence in their ability to sustain their annualized run rate in their preampflie...

August 5, 2021 10 EN

MRVL Marvell Technol... (Technology)

MARVELL TECHNOLOGY with less fundamental stars is reduced to Neutral

MARVELL TECHNOLOGY (US), a company active in the Semiconductors industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 2 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date February 19, 2021, the closing price was USD 51.89 and its expected value was estimated at USD 5...

February 20, 2021 6 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2020 07 02

Marvell Technology Group Ltd. (MRVL:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 31.8x Uniform P/E. At these levels, the market has bullish expectations for the firm, and management is confident about revenue growth, their data infrastructure strategy, and their crypto offerings Specifically, management is confident that their custom SSD opportunity will help drive revenue growth and that their data infrastructure strategy will help exceed customers' expectations. In addition, they are confident that they are working with their automotive OEM ...

July 2, 2020 10 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2021 10 05

Marvell Technology Group Ltd. (MRVL:USA) currently trades well above corporate average relative to UAFRS-based (Uniform) earnings, with a 69.7x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about chip demand, gross margins, and the Innovium acquisition. Specifically, management may lack confidence in their ability to satisfy chip demand, achieve their gross margin guidance, and manage their operating expenses and inventory costs. Moreover, they may lack confidence in their ability to sustain data processing unit (DPU) and stor...

October 6, 2021 10 EN

MRVL Marvell Technol... (Technology)

Marvell Technology Inc: 1 director

A director at Marvell Technology Inc sold 20,000 shares at 62.400USD and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names ...

September 17, 2021 1 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2021 08 04

Marvell Technology Group Ltd. (MRVL:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with an 85.7x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about lead times to customers, cloud business opportunities, and their ability to maintain rapid growth. Specifically, may lack confidence in their ability to maintain their success in the access, aggregation, and core switching markets. In addition, they may lack confidence in their ability to sustain their annualized run rate in their preampflie...

August 5, 2021 10 EN

MRVL Marvell Technol... (Technology)

MARVELL TECHNOLOGY with less fundamental stars is reduced to Neutral

MARVELL TECHNOLOGY (US), a company active in the Semiconductors industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 2 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date February 19, 2021, the closing price was USD 51.89 and its expected value was estimated at USD 5...

February 20, 2021 6 EN

Valens Research

Valens Research

MRVL Marvell Technol... (Technology)

MRVL - Embedded Expectations Analysis - 2020 07 02

Marvell Technology Group Ltd. (MRVL:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 31.8x Uniform P/E. At these levels, the market has bullish expectations for the firm, and management is confident about revenue growth, their data infrastructure strategy, and their crypto offerings Specifically, management is confident that their custom SSD opportunity will help drive revenue growth and that their data infrastructure strategy will help exceed customers' expectations. In addition, they are confident that they are working with their automotive OEM ...

July 2, 2020 10 EN