Tuesday, July 21, 2026
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The Chain Gazette · ResearchSemiconductorsNASDAQ NMS - GLOBAL MARKETFull writeup
$209.94+7.69%as of 12:09 PM ET

MRVLMarvell Technology

Custom silicon, DSPs, retimers, and networking ASICs. Rapidly growing AI-silicon revenue via hyperscaler custom-chip engagements alongside Broadcom.

Coiled

0

52w range compression, breakout-adjusted

Watched

70

7-day news volume + tape quietness

Sound

100

Margins, growth, FCF composite

Critical

100

Supply-chain concentration × demand

Pressure

64

Pricing Power

51.5%

Filling fast

Numbers on the wire.

Market cap

$170.7B

P/E (TTM)

67.57

P/S (TTM)

19.58

EV / EBITDA

103.42

Gross margin

51.50%

Op margin

36.61%

Net margin

28.99%

FCF margin

Rev growth YoY

34.07%

EPS growth YoY

ROE

16.84%

ROA

11.06%

Debt / Equity

0.27

Current ratio

3.28

Price / Book

7.87

Beta

2.26

Layer Presence.

The AI DSP / PAM4 retimer layer sits between switch silicon and optics. MRVL and AVGO dominate it. Marvell's hyperscaler custom-ASIC business (Amazon Trainium-adjacent) is the upside lever the Street still underrates.

From the EDGAR wire.

From the tape.

Who MRVL touches.