Marvell Technology, Inc. $MRVL Shares Sold by FengHe Fund Management Pte. Ltd.

FengHe Fund Management Pte. Ltd. trimmed its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 25.8% in the third quarter, Holdings Channel.com reports. The fund owned 500,600 shares of the semiconductor company’s stock after selling 173,900 shares during the quarter. Marvell Technology makes up approximately 3.8% of FengHe Fund Management Pte. Ltd.’s investment portfolio, making the stock its 8th biggest position. FengHe Fund Management Pte. Ltd.’s holdings in Marvell Technology were worth $42,085,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the stock. Game Plan Financial Advisors LLC bought a new position in Marvell Technology during the 2nd quarter worth approximately $27,000. Kiker Wealth Management LLC increased its position in shares of Marvell Technology by 374.7% during the second quarter. Kiker Wealth Management LLC now owns 356 shares of the semiconductor company’s stock worth $28,000 after buying an additional 281 shares during the period. Nova Wealth Management Inc. raised its stake in Marvell Technology by 3,922.2% during the third quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock worth $30,000 after buying an additional 353 shares during the last quarter. N.E.W. Advisory Services LLC bought a new position in Marvell Technology during the second quarter worth $32,000. Finally, Westside Investment Management Inc. lifted its holdings in Marvell Technology by 62.5% in the second quarter. Westside Investment Management Inc. now owns 416 shares of the semiconductor company’s stock valued at $32,000 after buying an additional 160 shares during the period. 83.51% of the stock is currently owned by institutional investors.

Key Stories Impacting Marvell Technology

Here are the key news stories impacting Marvell Technology this week:

• Positive Sentiment: Acquisition: Marvell agreed to buy XConn to expand AI‑data‑center interconnect capabilities, which strengthens its addressable market and complements its silicon roadmap — a strategic move that supports longer‑term AI revenue prospects. Marvell Stock Pops as It Gears Up for the Next Generation of AI With XConn Acquisition
• Positive Sentiment: Analyst support: Rosenblatt reiterated a “Buy” and other broker notes remain constructive, citing robust AI bookings — this underpins upside expectations for data‑center demand. Rosenblatt Securities Reiterates “Buy” Rating for Marvell Technology (NASDAQ:MRVL)
• Positive Sentiment: Bull thesis intact: multiple deep‑dive pieces argue Marvell’s connectivity push validates the bullish case for secular AI and data‑center tailwinds for patient investors. Marvell Technology: Connectivity Push Keeps Bull Thesis Intact
• Neutral Sentiment: Valuation debate: commentary is mixed — some see recent weakness as a buying opportunity, others warn expectations for AI could already be baked in, fueling both dip‑buyers and caution. Is Marvell Technology (MRVL) Attractively Priced After Recent Share Price Weakness
• Neutral Sentiment: Options activity: elevated put volume has drawn attention — may indicate hedging or speculative bets ahead of near‑term volatility rather than a clear fundamental shift. Unusual Volume in Marvell Technology Put Options – Is MRVL Stock Undervalued?
• Negative Sentiment: Insider selling: EVP Mark Casper sold 5,000 shares recently — a disclosed sale that some traders view negatively even though single transactions don’t necessarily signal business weakness. Mark Casper Sells 5,000 Shares of Marvell Technology (NASDAQ:MRVL) Stock
• Negative Sentiment: Near‑term profit‑taking: there was selling after the XConn announcement and headlines noting a post‑deal pullback — concerns focus on integration costs, margin impact and short‑term execution risk. Marvell stock falls after announcing XConn Technologies acquisition

Insiders Place Their Bets

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of Marvell Technology stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $93.08, for a total transaction of $465,400.00. Following the completion of the transaction, the executive vice president owned 19,418 shares in the company, valued at approximately $1,807,427.44. The trade was a 20.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.19% of the company’s stock.

Analyst Upgrades and Downgrades

MRVL has been the subject of a number of recent analyst reports. Evercore ISI increased their price target on Marvell Technology from $122.00 to $156.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Needham & Company LLC raised their target price on Marvell Technology from $95.00 to $120.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Craig Hallum reissued a “buy” rating and issued a $141.00 price target on shares of Marvell Technology in a research note on Wednesday, December 3rd. Jefferies Financial Group increased their price target on Marvell Technology from $80.00 to $120.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Finally, Summit Redstone set a $105.00 price objective on shares of Marvell Technology in a research note on Wednesday, October 15th. Four analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $116.03.

Marvell Technology Trading Down 0.3%

NASDAQ MRVL opened at $83.22 on Friday. The company has a quick ratio of 1.64, a current ratio of 2.01 and a debt-to-equity ratio of 0.28. Marvell Technology, Inc. has a 52 week low of $47.08 and a 52 week high of $127.48. The business has a 50 day moving average price of $87.43 and a 200-day moving average price of $80.66. The company has a market cap of $70.58 billion, a price-to-earnings ratio of 29.20, a P/E/G ratio of 0.81 and a beta of 1.95.

Marvell Technology (NASDAQ:MRVL) last posted its quarterly earnings results on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.74 by $0.02. Marvell Technology had a net margin of 31.75% and a return on equity of 13.15%. The business had revenue of $2.07 billion during the quarter, compared to the consensus estimate of $2.06 billion. During the same quarter last year, the firm posted $0.43 EPS. Marvell Technology’s revenue was up 36.8% compared to the same quarter last year. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. As a group, equities analysts expect that Marvell Technology, Inc. will post 0.91 earnings per share for the current fiscal year.

Marvell Technology declared that its Board of Directors has initiated a stock buyback plan on Wednesday, September 24th that authorizes the company to buyback $5.00 billion in outstanding shares. This buyback authorization authorizes the semiconductor company to reacquire up to 7.8% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.

Marvell Technology Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 29th. Investors of record on Friday, January 9th will be issued a $0.06 dividend. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Friday, January 9th. Marvell Technology’s dividend payout ratio is currently 8.42%.

Marvell Technology Profile

Marvell Technology Group is a global semiconductor company that designs and develops integrated circuits and related software for data infrastructure, networking, storage and connectivity markets. The company’s product portfolio includes system-on-chip (SoC) solutions, Ethernet physical-layer transceivers (PHYs), switch and switch silicon, optical interconnect components, storage controllers, and security processors. Marvell’s technology is used to enable high-performance data centers, carrier networks, enterprise and cloud storage, as well as connectivity in automotive and industrial applications.

Founded in 1995 and headquartered in Santa Clara, California, Marvell has grown through both organic development and strategic acquisitions to broaden its capabilities across networking and data interconnect.