{ "ticker": "MRVL", "reference_close": "2026-09-23", "analysis_path": "data/analyses-data/MRVL.json", "analysis_sha256": "4cb2b0c5eb01c48e8b46ca31aaf893c18d6f833d4858aa04ca39540764d66382", "claims": [ { "path": "meta.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "24 septembre 2026", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Marvell : +37 % de croissance, un accord avec Google payé en bons de souscription et près de 12 % de dilution potentielle. Dossier au close du 23 septembre 2026, statut surveiller.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-24T12:06:10.221764689Z", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-24T12:06:10.221764689Z", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-24T12:06:10.221764689Z", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 du 24 septembre : nouveau scénario, clôture de référence du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 260.9, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 260.9, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": -0.5564872694008405, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/header/changePct" }, { "path": "header.metrics.marketCap", "value": "234,5 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "13,68 M", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evRevenue", "value": "24,9×", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/header.metrics.evRevenue" }, { "path": "verdict.score", "value": 52, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC ; les niveaux, du close certifié du 23 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Le 28 août, au lendemain de ses résultats, Marvell a perdu 10,3 % quand le panier des semi-conducteurs SMH perdait 3,5 % ; depuis, le titre a regagné 20,4 %, contre 8,7 % pour le panier. Le trimestre était solide : 2,739 Md$ de revenus, +37 %, dont +46 % dans les centres de données, et une prévision de 3,15 Md$ pour le trimestre suivant. Le marché a d’abord vendu la nouvelle, puis racheté le titre avec son secteur. Le point faible est ailleurs, dans le capital. Google a reçu en août un bon de souscription sur près de 59 millions d’actions à 206,58 $ ; NVIDIA détient des actions de préférence convertibles en 21,8 millions de titres ; Celestial AI peut encore coûter 24,4 millions d’actions. Au total, 12,0 % des 876,9 millions d’actions ordinaires, un plafond pluriannuel : le bon de Google ne s’acquiert en entier qu’après 120 Md$ d’achats. À plus de 80 fois l’EBITDA GAAP, le titre ne laisse aucune marge. Pas d’entrée au cours actuel : le signal serait une clôture au-dessus de 266,00 $ ; une clôture sous 244,99 $ ferait abandonner le scénario.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Les revenus du trimestre atteignent 2,739 Md$, en hausse de 37 % ; les centres de données progressent de 46 % et pèsent 79 % du total.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "La prévision du troisième trimestre, 3,150 Md$ à 5 % près, suppose 15,0 % de croissance d’un trimestre sur l’autre au milieu de la fourchette.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.3", "value": "NVIDIA a investi 2 Md$ en actions de préférence convertibles : le leader du secteur est entré au capital en mars.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyBuy.4", "value": "Le flux opérationnel du semestre atteint 1,244 Md$, contre 794,5 M$ un an plus tôt.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.whyBuy.4" }, { "path": "verdict.whyAvoid.0", "value": "Le bon de Google, les actions de préférence de NVIDIA et le complément de prix de Celestial représentent 105,2 millions d’actions potentielles, soit 12,0 % des 876,9 millions en circulation.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Un distributeur, qui revend à de nombreux clients finaux, écoule 44 % des revenus du trimestre : un déstockage dans ce canal se lirait immédiatement dans les ventes ; un client direct pèse en outre 16 %.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Au close du 23 septembre, le titre vaut 83 fois l’EBITDA GAAP sur douze mois et 59 fois le bénéfice ajusté guidé du troisième trimestre annualisé.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Le titre est passé de 329,80 $ le 18 juin à 163,40 $ le 29 juillet, puis a remonté de plus de moitié : l’ATR représente 5,4 % du cours par séance.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.whyAvoid.5", "value": "Au-dessus du déclencheur, la zone du décrochage du 2 juillet culmine à 274,88 $ : jusque-là, le R/R n’est que de 0,74.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.5" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série certifiée au close du 23 septembre, sans séance manquante.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.2.statusLabel", "value": "Journée investisseurs le 6 octobre", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.statusLabel" }, { "path": "verdict.controlChecklist.2.evidence", "value": "Journée investisseurs annoncée par Marvell ; prochains résultats non confirmés ; Micron publie le 30 septembre selon deux calendriers de données, date non confirmée ici par Micron.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "verdict.controlChecklist.2.action", "value": "Aucun achat à l’ouverture du 5 ni du 6 octobre, même après une clôture de déclenchement.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.action" }, { "path": "business.overview", "value": "

Marvell conçoit des puces pour déplacer et traiter les données dans les centres de données : processeurs de signal pour les liaisons optiques, commutateurs, contrôleurs de stockage et puces sur mesure pour les grands clouds. Au trimestre clos le 1er août 2026, les centres de données ont apporté 2,172 Md$ sur 2,739 Md$ de revenus, en hausse de 46 %.

La croissance tient à deux moteurs. La connectivité suit la construction des grappes de calcul : chaque accélérateur ajouté demande des liaisons plus rapides. Les puces sur mesure, elles, dépendent de quelques clients. L’accord signé avec Google le 29 juillet élargit ce second moteur, et la direction annonce une accélération nette de l’activité sur mesure au second semestre de l’exercice.

Le prix de cette croissance se lit dans le capital. Google est payé en bons de souscription à mesure qu’il achète, NVIDIA a pris 2 Md$ d’actions de préférence convertibles, et l’acquisition de Celestial AI peut encore coûter 24,4 millions d’actions. Le résultat GAAP en porte la trace : 433,7 M$ de réévaluation du complément de prix de Celestial sur le semestre.

", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.segments.0.revenue", "value": "2,172 Md$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.segments.0.revenue" }, { "path": "business.segments.0.pct", "value": "79 %", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.segments.0.pct" }, { "path": "business.segments.0.description", "value": "En hausse de 46 % sur un an ; connectivité, stockage et puces sur mesure.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.segments.0.description" }, { "path": "business.segments.1.revenue", "value": "568 M$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.segments.1.revenue" }, { "path": "business.segments.1.pct", "value": "21 %", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.segments.1.pct" }, { "path": "business.sourceRefs.0.name", "value": "Marvell 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000022/q227_8kx812026ex-991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Marvell 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000025/mrvl-20260801.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-08-28", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du 27 août et 10-Q ; prochaine date de résultats non confirmée.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.3.decision", "value": "Google nommé dans le 8-K du 19 août ; les autres grands clients restent anonymes.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/business.coverageMatrix.3.decision" }, { "path": "news.0.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Deuxième trimestre : +37 %, prévision à 3,15 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Le trimestre dépasse le milieu de la prévision de 39 M$, mais le titre perd plus de dix pour cent le lendemain, bien plus que son secteur.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.0.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000022/q227_8kx812026ex-991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/news.0.sourceUrl" }, { "path": "news.1.date", "value": "2026-08-19", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526356217/d412696d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/news.1.sourceUrl" }, { "path": "news.2.date", "value": "2026-06-11", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526267688/d151562d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "news.3.date", "value": "2026-03-31", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/news.3.date" }, { "path": "news.3.title", "value": "NVIDIA investit 2 Md$ en actions de préférence", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/news.3.title" }, { "path": "news.3.detail", "value": "Conversion possible en 21,8 millions d’actions au prix d’environ 91,84 $, très en dessous du cours actuel : la dilution est acquise.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/news.3.detail" }, { "path": "news.3.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526134462/d113606d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/news.3.sourceUrl" }, { "path": "fundamentals.rows.0.value", "value": "2,739 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+37 % sur un an, communiqué du 27 août", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "2,172 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "+46 % sur un an, 79 % du total", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.value", "value": "3,150 Md$ ± 5 %", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "15,0 % au-dessus du deuxième trimestre au milieu de la fourchette", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "0,33 $ GAAP / 0,94 $ ajusté", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "Communiqué du 27 août", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.value", "value": "433,7 M$ au semestre", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "Charge non monétaire incluse dans le résultat GAAP, 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "533,8 M$", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Contre 295,7 M$ un an plus tôt, 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "44 % / 16 %", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Premier distributeur (revente à des clients finaux variés) et premier client direct, anonymes, 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "1,73 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Flux opérationnel − investissements corporels, douze mois au 1er août 2026", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.value", "value": "9,45 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Douze mois glissants au 1er août 2026 (10-K + 10-Q)", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.value", "value": "2,82 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.9.signal", "value": "Résultat opérationnel + dépréciation + amortissement des incorporels acquis, douze mois au 1er août 2026", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.signal" }, { "path": "fundamentals.rows.10.value", "value": "2,64 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Douze mois au 1er août 2026, dont 1,926 Md$ d’autres produits de l’exercice 2026", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.11.metric", "value": "Dette et trésorerie au 1er août", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.metric" }, { "path": "fundamentals.rows.11.value", "value": "4,96 / 3,93 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Obligations à 1,65 % remboursées, 1 Md$ émis à 5,30 % en avril", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.12.value", "value": "921,2 M", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Contre 870,4 M un an plus tôt, actions de préférence converties", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.13.value", "value": "24,9×", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Enterprise value au close du 2026-09-23, actions de préférence converties, sur revenus GAAP douze mois au 2026-08-01", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.13.source", "value": "Clôture certifiée, 10-K et 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.source" }, { "path": "fundamentals.rows.13.comparison", "value": "Versus une croissance de 37 % : le multiple paie déjà plusieurs années d’accélération.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.comparison" }, { "path": "fundamentals.rows.14.value", "value": "83×", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.value" }, { "path": "fundamentals.rows.14.signal", "value": "Enterprise value au close du 2026-09-23 sur EBITDA GAAP douze mois au 2026-08-01", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.signal" }, { "path": "fundamentals.rows.14.source", "value": "Clôture certifiée, 10-K et 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.source" }, { "path": "fundamentals.rows.15.value", "value": "59×", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.value" }, { "path": "fundamentals.rows.15.signal", "value": "Forward : close du 2026-09-23 sur 4 × 1,10 $, bénéfice ajusté guidé du troisième trimestre de l’exercice 2027", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.signal" }, { "path": "fundamentals.rows.15.source", "value": "Clôture certifiée et communiqué du 27 août", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.source" }, { "path": "fundamentals.rows.16.metric", "value": "Scénario EV/EBITDA × 0,7 : valeur d’entreprise −30 % (hypothèse éditoriale)", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.16.metric" }, { "path": "fundamentals.rows.16.value", "value": "182,29 $ par action", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.16.value" }, { "path": "fundamentals.rows.16.signal", "value": "Scénario : valeur d’entreprise réduite de 30 % par hypothèse, dette et trésorerie du 2026-08-01 inchangées, soit −30 % sous le close du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.16.signal" }, { "path": "fundamentals.rows.16.source", "value": "Clôture certifiée, 10-K et 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.rows.16.source" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Marvell 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000022/q227_8kx812026ex-991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Marvell 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000025/mrvl-20260801.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-08-28", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.name", "value": "Marvell 10-K", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.name" }, { "path": "fundamentals.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000011/mrvl-20260131.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.url" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-03-11", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "fundamentals.sourceRefs.3.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.3.date" }, { "path": "earnings.beatNote", "value": "Deuxième trimestre de l’exercice 2027 : 2,739 Md$ de revenus, 39 M$ au-dessus du milieu de la prévision, marge brute GAAP de 53,1 %, bénéfice GAAP de 0,33 $ et ajusté de 0,94 $ par action. La guidance du troisième trimestre vise 3,150 Md$ de revenus à 5 % près et 1,10 $ de bénéfice ajusté, à 5 cents près ; la direction relève aussi ses perspectives de revenus pour les exercices 2027 et 2028 sans les chiffrer dans le communiqué. Aucune date de prochaine publication n’est confirmée par l’émetteur à ce jour ; la journée investisseurs est fixée au 6 octobre.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.nextEarnings", "value": "Date non confirmée par l’émetteur ; journée investisseurs annoncée pour le 6 octobre 2026.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/earnings.nextEarnings" }, { "path": "earnings.sourceRefs.0.name", "value": "Marvell 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000022/q227_8kx812026ex-991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "876,9 millions d’actions ordinaires au 21 août 2026 (page de garde du 10-Q), plus 2 millions d’actions de préférence convertibles en 21,8 millions d’actions au maximum", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.sharesAuthorized", "value": "1,3 milliard d’actions ordinaires et 8 millions d’actions de préférence autorisées (10-Q).", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sharesAuthorized" }, { "path": "capitalStructure.shareHistory", "value": "Le nombre d’actions monte : 921,2 millions d’actions diluées au deuxième trimestre, contre 870,4 millions un an plus tôt, après 24,6 millions d’actions émises pour Celestial AI et la conversion théorique des actions de préférence de NVIDIA. Les rachats, 400 M$ sur le semestre, ne compensent pas. Restent le bon de Google et le complément de prix de Celestial, soit 83,4 millions d’actions possibles en plus des 921,2 millions d’actions diluées du trimestre, qui comptent déjà NVIDIA. Toutes les parts de ce tableau sont exprimées sur les 876,9 millions d’actions ordinaires du 21 août ; le bon de Google suppose 120 Md$ d’achats pour être acquis en entier. Le nombre d’actions entièrement dilué à une date donnée n’est pas calculable, car ces deux instruments dépendent de revenus futurs.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.warrants.0.strike", "value": 206.58, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/capitalStructure/warrants/0/strike" }, { "path": "capitalStructure.warrants.0.shares", "value": "58 970 907", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.shares" }, { "path": "capitalStructure.warrants.0.issued", "value": "2026-08-18", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.issued" }, { "path": "capitalStructure.warrants.0.expiration", "value": "2033-08-18", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.expiration" }, { "path": "capitalStructure.warrants.0.dilutionPct", "value": "6,7 % des actions ordinaires si entièrement acquis", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.dilutionPct" }, { "path": "capitalStructure.warrants.0.note", "value": "1 360 867 actions acquises en un an ; le reste par 240 tranches, une par 500 M$ de produits sur mesure achetés.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.note" }, { "path": "capitalStructure.warrants.1.strike", "value": 91.84, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/capitalStructure/warrants/1/strike" }, { "path": "capitalStructure.warrants.1.shares", "value": "21 778 000 au maximum", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.1.shares" }, { "path": "capitalStructure.warrants.1.issued", "value": "2026-03-31", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.1.issued" }, { "path": "capitalStructure.warrants.1.dilutionPct", "value": "2,5 % des actions ordinaires", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.1.dilutionPct" }, { "path": "capitalStructure.warrants.2.shares", "value": "24,4 millions au maximum", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.2.shares" }, { "path": "capitalStructure.warrants.2.issued", "value": "2026-02-02", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.2.issued" }, { "path": "capitalStructure.warrants.2.expiration", "value": "Fin de l’exercice 2029", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.2.expiration" }, { "path": "capitalStructure.warrants.2.dilutionPct", "value": "2,8 % des actions ordinaires au maximum", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.2.dilutionPct" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Marvell 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000025/mrvl-20260801.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-08-28", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "Marvell 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526356217/d412696d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-08-19", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "capitalStructure.sourceRefs.2.name", "value": "Marvell 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.name" }, { "path": "capitalStructure.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526134462/d113606d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.url" }, { "path": "capitalStructure.sourceRefs.2.date", "value": "2026-03-31", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.date" }, { "path": "capitalStructure.sourceRefs.3.name", "value": "Marvell 8-K/A", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.3.name" }, { "path": "capitalStructure.sourceRefs.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526032861/d45933d8ka.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.3.url" }, { "path": "capitalStructure.sourceRefs.3.date", "value": "2026-02-02", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.3.date" }, { "path": "filingsReview.filings.0.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001835632-26-000022", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Communiqué du deuxième trimestre de l’exercice 2027 : revenus de 2,739 Md$ (+37 %), centres de données en hausse de 46 %, bénéfice GAAP de 0,33 $ et ajusté de 0,94 $ par action. Prévision de 3,150 Md$ de revenus au troisième trimestre, journée investisseurs annoncée pour le 6 octobre.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000022/q227_8kx812026ex-991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-08-28", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001835632-26-000025", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Rapport trimestriel : un distributeur, qui revend à des clients finaux variés, écoule 44 % des revenus du trimestre, et un client direct en pèse 16 % ; 876,9 millions d’actions au 21 août ; jusqu’à 24,4 millions d’actions supplémentaires dues au titre de Celestial AI ; 433,7 M$ de réévaluation de ce complément de prix sur le semestre.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000025/mrvl-20260801.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2026-08-19", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001193125-26-356217", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Accord commercial du 29 juillet avec Google pour des puces sur mesure autour de l’écosystème TPU, et bon de souscription de 58 970 907 actions à 206,58 $ émis le 18 août, acquis par tranches liées aux achats de Google jusqu’à l’exercice 2033.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526356217/d412696d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-03-31", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0001193125-26-134462", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Émission à NVIDIA de 2 millions d’actions de préférence de série A pour 2 Md$, convertibles au prix initial d’environ 91,84 $ en 21 778 000 actions ordinaires au maximum, sans droit de vote pour l’élection des administrateurs.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526134462/d113606d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.filings.4.date", "value": "2026-02-02", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.date" }, { "path": "filingsReview.filings.4.form", "value": "8-K/A", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.form" }, { "path": "filingsReview.filings.4.accession", "value": "0001193125-26-032861", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.accession" }, { "path": "filingsReview.filings.4.finding", "value": "Clôture de l’acquisition de Celestial AI : 24 601 976 actions émises, et jusqu’à 2,25 Md$ d’actions supplémentaires, valeur à la signature, si Celestial atteint des paliers de revenus cumulés d’ici l’exercice 2029.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.finding" }, { "path": "filingsReview.filings.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526032861/d45933d8ka.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.url" }, { "path": "filingsReview.filings.5.date", "value": "2026-03-11", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.date" }, { "path": "filingsReview.filings.5.form", "value": "10-K", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.form" }, { "path": "filingsReview.filings.5.accession", "value": "0001835632-26-000011", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.accession" }, { "path": "filingsReview.filings.5.finding", "value": "Rapport annuel de l’exercice clos le 31 janvier 2026 : revenus de 8,195 Md$, résultat opérationnel GAAP de 1,323 Md$, flux opérationnel de 1,751 Md$ ; le résultat net de 2,670 Md$ inclut 1,926 Md$ d’autres produits.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.finding" }, { "path": "filingsReview.filings.5.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000011/mrvl-20260131.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.url" }, { "path": "filingsReview.filings.6.date", "value": "2026-04-15", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.6.date" }, { "path": "filingsReview.filings.6.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.6.form" }, { "path": "filingsReview.filings.6.accession", "value": "0001193125-26-157134", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.6.accession" }, { "path": "filingsReview.filings.6.finding", "value": "Émission de 1 Md$ d’obligations à 5,30 % échéance 2036, destinée notamment au remboursement des obligations à 1,65 % arrivant à échéance en 2026 : la dette est refinancée, plus chère, sans hausse notable du montant.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.6.finding" }, { "path": "filingsReview.filings.6.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526157134/d123910d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.6.url" }, { "path": "filingsReview.filings.7.date", "value": "2026-06-11", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.date" }, { "path": "filingsReview.filings.7.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.form" }, { "path": "filingsReview.filings.7.accession", "value": "0001193125-26-267688", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.accession" }, { "path": "filingsReview.filings.7.finding", "value": "Démission du directeur financier Willem Meintjes, sans désaccord déclaré, et nomination de Daniel Durn, ancien directeur financier d’Adobe et jusque-là président du comité d’audit de Marvell, au 15 juin 2026.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.finding" }, { "path": "filingsReview.filings.7.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526267688/d151562d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.url" }, { "path": "filingsReview.filings.8.date", "value": "2026-07-09", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.8.date" }, { "path": "filingsReview.filings.8.form", "value": "424B7", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.8.form" }, { "path": "filingsReview.filings.8.accession", "value": "0001193125-26-299840", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.8.accession" }, { "path": "filingsReview.filings.8.finding", "value": "Prospectus de revente de 146 504 actions émises lors de l’acquisition de XConn par des actionnaires vendeurs ; Marvell ne reçoit aucun produit et l’effet sur le nombre d’actions est négligeable.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.8.finding" }, { "path": "filingsReview.filings.8.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526299840/d82164d424b7.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.8.url" }, { "path": "filingsReview.filings.9.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.9.date" }, { "path": "filingsReview.filings.9.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.9.form" }, { "path": "filingsReview.filings.9.accession", "value": "0001835632-26-000022", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.9.accession" }, { "path": "filingsReview.filings.9.finding", "value": "Formulaire de couverture du communiqué trimestriel (item 2.02), qui rattache l’Exhibit 99.1 au dépôt du 27 août. Il n’ajoute aucun chiffre, mais date officiellement la publication des résultats et de la prévision.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.9.finding" }, { "path": "filingsReview.filings.9.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000022/mrvl-20260827.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.filings.9.url" }, { "path": "filingsReview.contrarianRisks.0", "value": "Chaque tranche de 500 M$ achetée par Google lui donne environ 240 000 actions ; au cours actuel, leur valeur intrinsèque équivaut à 2,6 % de ces revenus, une remise payée en capital.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.0" }, { "path": "filingsReview.contrarianRisks.1", "value": "Un distributeur écoule 44 % des revenus pour de nombreux clients finaux : un déstockage de ce canal se lirait immédiatement dans le trimestre.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.1" }, { "path": "filingsReview.contrarianRisks.2", "value": "Le titre a perdu plus de moitié entre le 18 juin et le 29 juillet : la volatilité d’un titre à ce multiple joue dans les deux sens.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.2" }, { "path": "filingsReview.contrarianRisks.3", "value": "Le 6 octobre, la journée investisseurs peut fixer des objectifs que le cours a déjà en partie intégrés.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.3" }, { "path": "technicals.rsi14", "value": 63.14, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": 8.69, "as_of": 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"/string_numeric_claims/technicals.badges.0" }, { "path": "technicals.supports.0", "value": 254, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 244.99, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 235.96, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 274.88, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 292.43, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.resistances.2", "value": 299.93, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/technicals/resistances/2" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 260,90 $, 10,5 % au-dessus de sa moyenne à vingt séances, juste sous le plus haut du 22 septembre. Avant activation, aucune entrée ; une clôture sous 244,99 $, le bas du 21 septembre, abandonne le scénario. Activation sur une clôture au-dessus de $266.00, le plus haut du 22 septembre. Après activation, stop sous $254.00, le bas de la même séance, à moins d’un ATR de l’entrée. Supports : 254,00 $, 244,99 $ et 235,96 $. Résistances : 274,88 $, plus haut du 2 juillet, à 2,0 % au-dessus du plafond, puis 292,43 $ et 299,93 $. Jusqu’à 274,88 $, le R/R n’est que de 0,74 : TP1 suppose d’absorber la zone du décrochage de juillet.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "performance.windowReturns.startDate", "value": "2026-08-24", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": 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Matthew Murphy, président-directeur général, a vendu 7500 actions le 15 septembre pour environ 1,68 M$ ; Chris Koopmans, directeur des opérations, 10000 actions le 1er septembre pour environ 2,03 M$. Couverture officielle partielle : aucun solde net publié, et aucun plan de cession programmé n’est affirmé faute de mention relevée.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.recentTransactions.0.date", "value": "2026-09-15", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.0.date" }, { "path": "insiders.recentTransactions.0.shares", "value": "7500", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", 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"98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/4/symbols/4/return21d" }, { "path": "blastRadius.groups.4.symbols.5.correlation", "value": 0.6044, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/4/symbols/5/correlation" }, { "path": "blastRadius.groups.4.symbols.5.beta", "value": 0.7497, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/4/symbols/5/beta" }, { "path": "blastRadius.groups.4.symbols.5.r2", "value": 0.3653, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/4/symbols/5/r2" }, { "path": "blastRadius.groups.4.symbols.5.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/4/symbols/5/observations" }, { "path": "blastRadius.groups.4.symbols.5.return5d", "value": 4.53, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/4/symbols/5/return5d" }, { "path": "blastRadius.groups.4.symbols.5.return21d", "value": -4.31, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/4/symbols/5/return21d" }, { "path": "blastRadius.groups.5.order", "value": 2, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/order" }, { "path": "blastRadius.groups.5.symbols.0.correlation", "value": 0.8116, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/0/correlation" }, { "path": "blastRadius.groups.5.symbols.0.beta", "value": 1.6695, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/0/beta" }, { "path": "blastRadius.groups.5.symbols.0.r2", "value": 0.6587, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/0/r2" }, { "path": "blastRadius.groups.5.symbols.0.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/0/observations" }, { "path": "blastRadius.groups.5.symbols.0.return5d", "value": 10.24, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/0/return5d" }, { "path": "blastRadius.groups.5.symbols.0.return21d", "value": 9.99, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/0/return21d" }, { "path": "blastRadius.groups.5.symbols.1.correlation", "value": 0.8353, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/1/correlation" }, { "path": "blastRadius.groups.5.symbols.1.beta", "value": 1.4429, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/1/beta" }, { "path": "blastRadius.groups.5.symbols.1.r2", "value": 0.6977, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/1/r2" }, { "path": "blastRadius.groups.5.symbols.1.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/1/observations" }, { "path": "blastRadius.groups.5.symbols.1.return5d", "value": 12.68, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/1/return5d" }, { "path": "blastRadius.groups.5.symbols.1.return21d", "value": 11.84, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/1/return21d" }, { "path": "blastRadius.groups.5.symbols.2.correlation", "value": 0.7029, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/2/correlation" }, { "path": "blastRadius.groups.5.symbols.2.beta", "value": 3.0128, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/2/beta" }, { "path": "blastRadius.groups.5.symbols.2.r2", "value": 0.4941, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/2/r2" }, { "path": "blastRadius.groups.5.symbols.2.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/2/observations" }, { "path": "blastRadius.groups.5.symbols.2.return5d", "value": 5.29, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/2/return5d" }, { "path": "blastRadius.groups.5.symbols.2.return21d", "value": 5.05, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/blastRadius/groups/5/symbols/2/return21d" }, { "path": "blastRadius.scenarios.0.trigger", "value": "La journée investisseurs du 6 octobre chiffre une accélération du sur-mesure au-delà de ce que le cours intègre.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.trigger" }, { "path": "blastRadius.scenarios.0.firstOrder", "value": "Le titre franchit le plus haut du 22 septembre et vise la zone perdue en juillet.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.firstOrder" }, { "path": "blastRadius.scenarios.0.confirmation", "value": "Une clôture au-dessus du plus haut du 22 septembre sur volume soutenu.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.confirmation" }, { "path": "blastRadius.scenarios.1.firstOrder", "value": "Le titre oscille entre le bas du 21 septembre et le plus haut du 22 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.firstOrder" }, { "path": "blastRadius.scenarios.1.confirmation", "value": "Aucune clôture hors de la zone entre le bas du 21 septembre et le plus haut du 22 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.confirmation" }, { "path": "blastRadius.scenarios.2.confirmation", "value": "Une clôture sous le bas du 21 septembre et un recul du panier des semi-conducteurs.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.confirmation" }, { "path": "blastRadius.contradictions.0", "value": "Le 19 août, Marvell a gagné 9,8 % quand le panier des semi-conducteurs perdait 1,6 % : l’accord avec Google est un mouvement propre, qui porte pourtant la dilution.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.contradictions.0" }, { "path": "blastRadius.contradictions.1", "value": "Le 28 août, le titre a perdu 10,3 % quand le panier perdait 3,5 %, puis a regagné 20,4 % contre 8,7 % : la réaction aux résultats a été effacée sans nouvelle publication.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.contradictions.1" }, { "path": "blastRadius.missingData.1", "value": "Identité du distributeur à 44 % et du client direct à 16 % non publiée ; stocks du canal non publiés.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.missingData.1" }, { "path": "blastRadius.missingData.2", "value": "Perspectives relevées des exercices 2027 et 2028 non chiffrées dans le communiqué.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.missingData.2" }, { "path": "blastRadius.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.0.date" }, { "path": "blastRadius.sourceRefs.1.name", "value": "Marvell 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.name" }, { "path": "blastRadius.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526356217/d412696d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.url" }, { "path": "blastRadius.sourceRefs.1.date", "value": "2026-08-19", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.date" }, { "path": "blastRadius.sourceRefs.2.name", "value": "Marvell 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.2.name" }, { "path": "blastRadius.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000025/mrvl-20260801.htm", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.2.url" }, { "path": "blastRadius.sourceRefs.2.date", "value": "2026-08-28", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.2.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "260,90 $, séance complète", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+13,58 %", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "+13,79 %", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "macro.impact", "value": "Le 10 ans américain a clôturé à 5,11 % le 23 septembre, plus haut depuis juillet 2007. Un titre valorisé sur plusieurs années de croissance y est sensible ; le moteur de court terme reste toutefois le budget d’investissement des grands clouds, lisible dans les résultats de Micron annoncés pour le 30 septembre par les calendriers de données, date non confirmée par Micron.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/macro.impact" }, { "path": "risks.riskScore", "value": 7, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Trois fragilités se cumulent. Le multiple suppose que l’accélération annoncée se matérialise ; le capital se dilue à mesure que les grands clients achètent ; et un seul distributeur écoule 44 % des revenus, si bien qu’un déstockage du canal toucherait le trimestre avant la demande finale. Une déception sur l’un de ces trois points suffit à rejouer la chute de l’été.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "Bon de Google sur près de 59 millions d’actions à 206,58 $.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "Complément Celestial jusqu’à 24,4 millions d’actions.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.2.points.0", "value": "Un distributeur à 44 % des revenus du trimestre, qui revend à des clients finaux variés.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.riskCards.2.points.1", "value": "Un client direct à 16 %.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.1" }, { "path": "risks.pedagogy", "value": "Le titre a perdu 10,3 % au lendemain de ses résultats et gagné 9,8 % le jour d’un simple dépôt. Sur 4,7 Md$ échangés par séance, le slippage ordinaire reste de quelques cents ; le gap est une autre affaire : il peut faire sortir sous le stop de 254,00 $, et la perte dépasse alors le risque prévu. Micron le 30 septembre et la journée investisseurs du 6 octobre en sont deux occasions. Le stop est à moins d’un ATR : taille limitée à l’exemple, 8 actions pour 100 $. Ne pas poursuivre ; attendre la clôture de déclenchement.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.statusNote", "value": "Surveiller. Avant activation : aucune entrée ; une clôture sous 244,99 $ abandonne le scénario. Activation : clôture au-dessus de 266,00 $, puis achat à l’ouverture suivante seulement sous 269,37 $. Après activation : stop sous 254,00 $.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 266, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 254, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 292.43, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 299.93, "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-4.5%", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+9.9%", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+12.8%", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:2.20 TP1 / 1:2.83 TP2", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Déclencheur sur clôture au-dessus du plus haut du 22 septembre, pas sur un franchissement en séance. Entrée à l’ouverture suivante uniquement sous 269,37 $ : au-delà, le R/R vers TP1 tomberait sous 1,5 avec le même stop. Une clôture de déclenchement déjà au-dessus de 269,37 $, ou une ouverture au-delà, annule l’entrée. La marge vaut 3,37 $, 0,24 ATR : 37 % des soixante dernières séances ont ouvert plus haut que la veille d’au moins cet écart, et sur 93 clôtures au-dessus du plus haut de la veille, 24 auraient permis l’achat, à peu près une sur quatre. Pas d’achat à l’ouverture du 5 ni du 6 octobre. Objectifs : TP1 au plus haut du 1er juillet, TP2 au plus haut du 30 juin, deux séances du reflux de l’été. Le stop est à moins d’un ATR : il peut sauter sur le bruit d’une séance. Liquidité : environ 4,72 Md$ échangés par séance, médiane des vingt dernières. Exemple de taille, non personnalisé : pour 100 $ de perte au stop, 12,00 $ par action, 8 actions, hors gap.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "La croissance des centres de données est réelle et le titre a repris le terrain perdu après ses résultats, plus vite que son secteur. Avant activation, le dossier reste en surveillance et une clôture sous 244,99 $ l’abandonne. Une clôture au-dessus de $266.00 montrerait que les acheteurs absorbent les ventes près du plus haut de septembre ; l’entrée n’a lieu qu’à l’ouverture suivante et sous 269,37 $. Après activation, le stop sous $254.00 limite le risque à la séance du 22 septembre. TP1 à 292,43 $ et TP2 à 299,93 $ visent la zone perdue en juillet, mais il faut d’abord franchir 274,88 $. Taille limitée à 8 actions pour 100 $ de risque : dilution, multiple et journée investisseurs du 6 octobre pèsent sur le trade.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Une clôture au-dessus du plus haut du 22 septembre, sur volume au moins égal à la médiane récente.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "La journée investisseurs du 6 octobre, où la direction doit présenter sa stratégie à long terme.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.catalysts.2", "value": "Les résultats de Micron le 30 septembre, date tirée de deux calendriers de données : lecture des budgets de mémoire et d’infrastructure d’IA, et risque de gap.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.2" }, { "path": "tradeIdea.invalidation.0", "value": "Avant activation : une clôture sous 244,99 $, bas du 21 septembre, abandonne le scénario.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "tradeIdea.invalidation.1", "value": "Après activation : une clôture sous 254,00 $ invalide le trade.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "tradeIdea.invalidation.2", "value": "Ouverture au-dessus de 269,37 $ après la clôture de déclenchement : pas d’achat, le R/R deviendrait insuffisant.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.2" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Centres de données en hausse de 46 %.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysNegative.0", "value": "Jusqu’à 12 % de dilution sur plusieurs années.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.0" }, { "path": "globalScore.keyTakeawaysNegative.1", "value": "Un distributeur à 44 % des revenus, exposé au déstockage.", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.1" }, { "path": "social.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/MRVL/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "98ddc7fc89353e791d304c9afe21f99de7557ef7d2dc28c104b2131e17ca207d", "source_pointer": "/string_numeric_claims/social.sourceRefs.0.date" } ] }