MRVL这个饼怎么样?

(这一段是copy来的)

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Why Could MRVL Be a Winner?

  •         Annual revenue growth of 20.9% over the last five years was superb and indicates its market share increased during this cycle
  •         Sales outlook for the upcoming 12 months calls for 20.1% growth, an acceleration from its two-year trend
  •         Operating profits increased over the last five years as the company gained some leverage on its fixed costs and became more efficient

At $93.74 per share, Marvell Technology trades at 30.6x forward P/E.

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另外有分析师指出,到2030年EPS大概翻4倍。如果这个PE hold住,那到2030年可以看到股价到300~400 之间。

 

 

(股价本身不便宜了。不过在这个动不动PE4位数的时代,算是良心价。)

 

最后,MRVL算是风口浪尖之上的行业,据说Softbank一直想买。不过如果我是CEO/董事会,除非出高价(比如120B之类),否则不会卖。

 

所有跟帖: 

今年我买了几个月,涨了约30%,就当垃圾股卖了。买后又涨了至少20% -底线清晰- 给 底线清晰 发送悄悄话 (0 bytes) () 11/08/2025 postreply 09:30:41

同意,感觉是良心价 -GandalfOld- 给 GandalfOld 发送悄悄话 (0 bytes) () 11/08/2025 postreply 09:34:17

是好公司? -hahaha2025- 给 hahaha2025 发送悄悄话 (0 bytes) () 11/08/2025 postreply 10:01:59

公司感觉还不错,业务很杂,不容易被打败。AI带来了它新业务:定制化芯片和高速数据传导, 竞争对手多,moat不是很强 -GandalfOld- 给 GandalfOld 发送悄悄话 (0 bytes) () 11/08/2025 postreply 10:26:38

多谢 -hahaha2025- 给 hahaha2025 发送悄悄话 (0 bytes) () 11/08/2025 postreply 14:55:40

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