Banco Bilbao Vizcaya Argentaria S.A. Grows Stock Holdings in Marvell Technology, Inc. $MRVL

Banco Bilbao Vizcaya Argentaria S.A. grew its stake in Marvell Technology, Inc. (NASDAQ:MRVL) by 30.1% during the third quarter, Holdings Channel.com reports. The fund owned 184,021 shares of the semiconductor company’s stock after purchasing an additional 42,547 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Marvell Technology were worth $15,415,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of MRVL. Atlantic Edge Private Wealth Management LLC boosted 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 valued at $27,000 after purchasing an additional 200 shares during the period. Nova Wealth Management Inc. grew its stake in Marvell Technology by 3,922.2% in the third quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 353 shares in the last quarter. N.E.W. Advisory Services LLC purchased a new position in Marvell Technology during the 2nd quarter worth $32,000. Cary Street Partners Investment Advisory LLC purchased a new position in Marvell Technology during the 2nd quarter worth $34,000. Finally, Hollencrest Capital Management raised its position in Marvell Technology by 23,350.0% during the 2nd quarter. Hollencrest Capital Management now owns 469 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 467 shares in the last quarter. 83.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on MRVL shares. Oppenheimer reiterated an “outperform” rating and issued a $150.00 target price (up from $115.00) on shares of Marvell Technology in a report on Wednesday, December 3rd. KeyCorp lifted their price objective on Marvell Technology from $90.00 to $130.00 and gave the company an “overweight” rating in a report on Wednesday, December 3rd. HSBC assumed coverage on shares of Marvell Technology in a research note on Monday, November 24th. They issued a “hold” rating and a $85.00 price objective for the company. Summit Insights upgraded shares of Marvell Technology from a “hold” rating to a “buy” rating in a report on Wednesday, December 3rd. Finally, Wells Fargo & Company raised their target price on shares of Marvell Technology from $90.00 to $135.00 and gave the company an “overweight” rating in a research report on Wednesday, December 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $117.24.

Insider Buying and Selling at Marvell Technology

In other news, EVP Mark Casper sold 5,000 shares of the firm’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $93.08, for a total value of $465,400.00. Following the sale, the executive vice president directly owned 19,418 shares in the company, valued at approximately $1,807,427.44. This trade represents a 20.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.33% of the company’s stock.

Marvell Technology Trading Up 0.2%

MRVL opened at $87.86 on Monday. The company has a current ratio of 2.01, a quick ratio of 1.58 and a debt-to-equity ratio of 0.28. The firm has a market cap of $76.82 billion, a price-to-earnings ratio of 28.53, a PEG ratio of 0.80 and a beta of 1.97. Marvell Technology, Inc. has a 12 month low of $47.08 and a 12 month high of $102.77. The stock has a fifty day moving average price of $81.70 and a 200-day moving average price of $82.72.

Marvell Technology (NASDAQ:MRVL) last issued its quarterly earnings data on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. Marvell Technology had a return on equity of 14.22% and a net margin of 32.58%.The company had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.21 billion. During the same quarter last year, the company earned $0.60 earnings per share. The firm’s revenue for the quarter was up 22.1% compared to the same quarter last year. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. As a group, equities research analysts anticipate that Marvell Technology, Inc. will post 0.91 earnings per share for the current fiscal year.

Marvell Technology News Roundup

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

• Positive Sentiment: Company expanded its 1.6T optical DSP platform and will showcase an end-to-end AI data‑center connectivity portfolio at OFC 2026 — concrete product-led progress that supports revenue growth in data center interconnect. Marvell Ushers In the 1.6T Era (BusinessWire)
• Positive Sentiment: Marvell announced a broad “full‑stack” connectivity portfolio and new high‑speed data‑center chips to relieve AI data traffic bottlenecks — product roadmap directly addresses hyperscale AI demand. Marvell to Showcase End-to-End Connectivity at OFC 2026 (BusinessWire)
• Positive Sentiment: Stifel highlights the Marvell–Mojo Vision partnership as a strategic move into micro‑LED optics that could seed a new competitive front and incremental revenue streams in optical modules/optics. Stifel: Marvell, Mojo Vision partnership sets up micro-LED optics battle (Yahoo)
• Positive Sentiment: Bullish analyst coverage and award‑grade analyst notes (TipRanks/Buy ratings, Cramer praise) are lifting sentiment — analysts point to sizeable optical/connectivity upside and data‑center momentum following a stronger‑than‑expected quarter. Marvell’s Optics Ambitions Set for ‘Pockets of Upside’ (TipRanks)
• Positive Sentiment: Commentary pieces argue massive AI infrastructure growth beyond GPUs could boost Marvell’s TAM (connectivity, interconnect, switching), reinforcing a multi‑quarter growth story. Prediction: Massive AI Infrastructure Growth Could Send Marvell Higher (The Motley Fool)
• Neutral Sentiment: Unusually large options activity was observed after Marvell’s strong outlook — shows heightened trader interest but not a direct directional read on fundamentals. Marvell Technology’s Strong Outlook Provokes Huge Unusual Options Trading (Yahoo)
• Neutral Sentiment: Market pieces and screens are asking whether recent gains leave MRVL fairly priced — valuation debate could cap near‑term upside even as fundamentals improve. Is Marvell Fairly Priced After Strong Recent Share Price Performance (Yahoo)
• Negative Sentiment: Some analysts caution that guidance and forward commentary contain softer or “modest” elements under the surface of good top‑line growth — a note that could prompt profit‑taking if execution disappoints. Marvell: The Guidance Sounds Great Until You Look Under The Hood (Seeking Alpha)

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.