$Marvell Technology(MRVL)$ May

$Marvell Technology(MRVL)$ Maybe now is a decent time? It seems the weak hands might have been shaken out. The company itself is solid with a good business model.

I personally like their fiber products, which are pretty much indispensable for setting up data centers. I saw an analyst note from Pajjuri on Seeking Alpha, stating that MRVL is the leader in optical connectivity and continues to benefit from 800G demand and 1.6T/ZR+ upgrade cycles. The XPU business is on track to more than double in FY28, with commentary pointing to similar growth potential in FY29. MRVL also has a diverse pipeline of new products, including scale-up switches and co-packaged optics, each representing multi-billion dollar serviceable addressable markets. They raised estimates and believe the premium valuation is justified given the top-line momentum and extended visibility.

To me, these points are worth watching.

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