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Market skepticism on Alphabet deal’s potential sends MRVL shares lower

Marvell Technology logoMarvell Technology
Sig1.55Sen-2.60Env0.00Soc0.00Gov0.00

MRVL’s valuation has reset from about 70x to 40x forward earnings as investors question execution and the timing of accretion from an Alphabet deal. The stock also dropped double digits shortly after its earnings release. Despite the skepticism, MRVL’s expanding AI and data-center exposure, including custom chips and XPU attach, is viewed as positioning it to challenge Broadcom in custom accelerators.

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