MRVL這個餅怎麽樣?

(這一段是copy來的)

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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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另外有分析師指出,到2030年EPS大概翻4倍。如果這個PE hold住,那到2030年可以看到股價到300~400 之間。

 

 

(股價本身不便宜了。不過在這個動不動PE4位數的時代,算是良心價。)

 

最後,MRVL算是風口浪尖之上的行業,據說Softbank一直想買。不過如果我是CEO/董事會,除非出高價(比如120B之類),否則不會賣。

 

所有跟帖: 

今年我買了幾個月,漲了約30%,就當垃圾股賣了。買後又漲了至少20% -底線清晰- 給 底線清晰 發送悄悄話 (0 bytes) () 11/08/2025 postreply 09:30:41

同意,感覺是良心價 -GandalfOld- 給 GandalfOld 發送悄悄話 (0 bytes) () 11/08/2025 postreply 09:34:17

是好公司? -hahaha2025- 給 hahaha2025 發送悄悄話 (0 bytes) () 11/08/2025 postreply 10:01:59

公司感覺還不錯,業務很雜,不容易被打敗。AI帶來了它新業務:定製化芯片和高速數據傳導, 競爭對手多,moat不是很強 -GandalfOld- 給 GandalfOld 發送悄悄話 (0 bytes) () 11/08/2025 postreply 10:26:38

多謝 -hahaha2025- 給 hahaha2025 發送悄悄話 (0 bytes) () 11/08/2025 postreply 14:55:40

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