The Motley Fool on $MRVL (Oct 30, 2026)
Marvell is a leading connectivity chip and custom-ASIC partner for hyperscalers. The speaker calls the Lumentum deal smart despite a 10-15 percent drop today, with long-term upside; even if shares rise long term, at about 60 times earnings and over $10 billion core revenue, growth opportunity is ample.
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Marvell, ticker MRVL. Directionally, it's very similar to what Asaf was saying about Siena. The difference is that it is essentially a semiconductor company, but they work with ASICs.
That is, a lot of custom silicone. And the big hyperscalers mainly work with Marvell and Broadcom to design and use this custom silicon. But the truth is, their business is mainly focused on data transfer and connectivity.
They are undoubtedly the leading and first-rate company in this field.
The Lumentum deal was not well received by the market, with the share price dropping about 10-15 percent today due to the news. In my opinion, this is a smart deal. Even if the share price increases in the long term, it is trading at about 60 times earnings and the core business is trading at over $10 billion in revenue, so there is plenty of opportunity to grow this business.
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