Marvell: One Of The Last Undervalued AI Names
Summary
Marvell Technology is positioned as a leading data infrastructure semiconductor supplier with a narrow economic moat, un...
Marvell Technology is positioned as a leading data infrastructure semiconductor supplier with a narrow economic moat, underpinned by strategic partnerships. Marvell is targeting significant data center market share growth, especially in custom ASIC and opticals, supported by robust R&D investment. Valuation models suggest Marvell is undervalued, with a fair value estimate of ~$96, offering about 39% upside from current levels, despite some downside risks.