Marvell Technologies Q4 FY1/25 Earnings Review
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Not As Broken As It May Appear
by Alex King, CEO, Cestrian Capital Research, Inc
Marvell’s Q4 was perfectly good. Revenue growth improved, cashflow margins held flat, and the balance sheet strengthened. The guide for next quarter’s revenue implies further acceleration in growth rates.
None of this stopped the stock from dumping with gusto on the print. And as the quarter wore on, the price was ground down further because - well, all the reasons everything has sold off in the last six weeks or so.
If you step back and look at the fundamentals and the chart setup today though, against the backdrop of a Fed trying very hard to sound dovish and the first of the indices - the Dow - to be challenging its 200-day moving average from below - well, things don’t look so gloomy at the company.
Below our headline numbers.
Let's take a look at the full financials, valuation analysis, and our stock chart & rating.