Compound Planning Inc. Acquires 6,935 Shares of Marvell Technology, Inc. $MRVL

Compound Planning Inc. boosted its holdings in Marvell Technology, Inc. (NASDAQ:MRVL) by 32.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 28,220 shares of the semiconductor company’s stock after purchasing an additional 6,935 shares during the period. Compound Planning Inc.’s holdings in Marvell Technology were worth $2,372,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Atlantic Edge Private Wealth Management LLC increased its holdings in shares of Marvell Technology by 160.0% in the third quarter. Atlantic Edge Private Wealth Management LLC now owns 325 shares of the semiconductor company’s stock worth $27,000 after buying an additional 200 shares during the period. Nova Wealth Management Inc. grew its position in Marvell Technology by 3,922.2% during the 3rd quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock worth $30,000 after acquiring an additional 353 shares during the last quarter. N.E.W. Advisory Services LLC purchased a new position in Marvell Technology in the 2nd quarter worth approximately $32,000. Westside Investment Management Inc. lifted its position 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 purchasing an additional 160 shares during the last quarter. Finally, Cary Street Partners Investment Advisory LLC bought a new stake in Marvell Technology in the second quarter valued at approximately $34,000. 83.51% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

MRVL has been the topic of several recent analyst reports. Royal Bank Of Canada assumed coverage on shares of Marvell Technology in a report on Wednesday, January 14th. They issued an “outperform” rating and a $105.00 target price on the stock. Piper Sandler set a $110.00 price target on shares of Marvell Technology in a report on Wednesday, December 3rd. Susquehanna restated a “positive” rating on shares of Marvell Technology in a research report on Tuesday. B. Riley Financial reiterated a “buy” rating and set a $130.00 target price (up from $100.00) on shares of Marvell Technology in a report on Wednesday, December 3rd. Finally, Summit Insights raised Marvell Technology from a “hold” rating to a “buy” rating in a research note on Wednesday, December 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat, Marvell Technology currently has a consensus rating of “Moderate Buy” and an average target price of $115.31.

Marvell Technology Price Performance

Shares of NASDAQ MRVL opened at $78.36 on Wednesday. Marvell Technology, Inc. has a 1 year low of $47.08 and a 1 year high of $102.77. The stock has a market capitalization of $68.27 billion, a P/E ratio of 27.49, a P/E/G ratio of 0.62 and a beta of 1.97. The company’s 50-day moving average is $82.07 and its 200 day moving average is $81.88. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.64.

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

Marvell Technology Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, January 29th. Investors of record on Friday, January 9th were paid a $0.06 dividend. This represents a $0.24 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Friday, January 9th. Marvell Technology’s dividend payout ratio is presently 8.42%.

Insider Transactions at Marvell Technology

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the firm’s stock in a transaction on 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 of the company’s stock, valued at approximately $1,807,427.44. This trade represents a 20.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 0.33% of the company’s stock.

More Marvell Technology News

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

• Positive Sentiment: Marvell is showcasing new AI data‑center connectivity products and demonstrations (including a PCIe 8.0 SerDes running at 256 GT/s) at DesignCon 2026 — a direct signal that Marvell is pushing next‑generation interconnects that customers (hyperscalers, AI OEMs) will need for higher bandwidth AI workloads. This supports the company’s growth narrative in optics/ASICs and data infrastructure. Read More.
• Positive Sentiment: The company is publicly demonstrating PCIe® 8.0 SerDes technology, underlining product leadership in high‑speed I/O that can drive follow‑on design wins and adoption in next‑gen servers and accelerators. That technical lead is a fundamental positive for revenue visibility in AI networking and interconnects. Read More.
• Positive Sentiment: Industry commentary highlights Marvell as a key supplier for AI data‑center bandwidth (PCIe 8.0 push), reinforcing its role in the AI supply chain and the potential for sustained demand as AI deployments scale. For investors this supports medium‑term revenue upside if Marvell converts demos into customer deployments. Read More.
• Positive Sentiment: Optimistic analyst/market write‑ups (e.g., pieces highlighting an AI memory supercycle and bullish takes) argue Marvell is a top AI infrastructure play — these narratives can attract buy‑side interest and multiple expansion if execution continues. Read More.
• Neutral Sentiment: Valuation commentary shows only a tiny fair‑value tweak, suggesting analysts are fine‑tuning models around AI optics/ASIC exposure rather than changing the broader growth thesis — watch future model updates for material shifts. Read More.
• Negative Sentiment: Comparative analyst coverage (ADI vs. MRVL) and pieces arguing Analog Devices is a steadier AI data‑center play could redirect capital away from Marvell, pressuring short‑term performance as investors favor perceived lower risk alternatives. Read More.
• Negative Sentiment: Recent price weakness (reports of a bigger-than-market intraday decline) highlights near‑term volatility and suggests some profit‑taking/rotation; keep an eye on volume and next earnings/guidance for confirmation of trend. Read More.

Marvell Technology Company 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.