Everest Financial Group LLC purchased a new position in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,750 shares of the semiconductor company’s stock, valued at approximately $470,000.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. State Street Corp grew its position in shares of Marvell Technology by 7.9% during the 4th quarter. State Street Corp now owns 22,834,816 shares of the semiconductor company’s stock valued at $1,940,503,000 after acquiring an additional 1,677,724 shares during the period. Geode Capital Management LLC increased its holdings in Marvell Technology by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 12,108,452 shares of the semiconductor company’s stock worth $1,025,185,000 after acquiring an additional 97,624 shares in the last quarter. Norges Bank acquired a new position in Marvell Technology during the fourth quarter worth $895,455,000. Van ECK Associates Corp raised its position in Marvell Technology by 11.4% during the fourth quarter. Van ECK Associates Corp now owns 9,864,514 shares of the semiconductor company’s stock worth $838,286,000 after acquiring an additional 1,007,315 shares during the period. Finally, Northern Trust Corp lifted its holdings in Marvell Technology by 9.7% during the fourth quarter. Northern Trust Corp now owns 6,798,272 shares of the semiconductor company’s stock valued at $577,717,000 after purchasing an additional 598,920 shares in the last quarter. Hedge funds and other institutional investors own 83.51% of the company’s stock.
Analysts Set New Price Targets
MRVL has been the subject of several research reports. Compass Point set a $190.00 price objective on Marvell Technology in a research note on Tuesday, May 26th. Susquehanna boosted their price target on Marvell Technology from $100.00 to $230.00 and gave the stock a “positive” rating in a research report on Tuesday, May 26th. Benchmark raised their price objective on Marvell Technology from $130.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, May 28th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $360.00 target price on shares of Marvell Technology in a report on Tuesday, July 7th. Finally, Evercore reissued an “outperform” rating and issued a $155.00 price target on shares of Marvell Technology in a research note on Tuesday, May 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, Marvell Technology presently has an average rating of “Moderate Buy” and a consensus price target of $245.45.
Insider Activity
In other Marvell Technology news, COO Chris Koopmans sold 10,000 shares of the company’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $281.92, for a total transaction of $2,819,200.00. Following the sale, the chief operating officer owned 227,754 shares in the company, valued at $64,208,407.68. This represents a 4.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sandeep Bharathi sold 2,231 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $299.13, for a total transaction of $667,359.03. Following the sale, the insider owned 55,530 shares in the company, valued at $16,610,688.90. The trade was a 3.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 45,981 shares of company stock worth $9,835,542 over the last three months. Company insiders own 0.12% of the company’s stock.
Marvell Technology Stock Performance
Shares of Marvell Technology stock opened at $194.23 on Monday. The business’s fifty day simple moving average is $243.42 and its 200-day simple moving average is $153.61. The company has a quick ratio of 2.66, a current ratio of 3.28 and a debt-to-equity ratio of 0.27. The firm has a market cap of $169.91 billion, a PE ratio of 66.52, a price-to-earnings-growth ratio of 1.22 and a beta of 2.20. Marvell Technology, Inc. has a 52 week low of $61.44 and a 52 week high of $329.88.
Marvell Technology (NASDAQ:MRVL – Get Free Report) last posted its earnings results on Wednesday, May 27th. The semiconductor company reported $0.80 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.80. The firm had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.41 billion. Marvell Technology had a return on equity of 13.83% and a net margin of 28.99%.Marvell Technology’s revenue was up 27.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.62 EPS. Marvell Technology has set its Q2 2027 guidance at 0.880-0.980 EPS. Equities analysts forecast that Marvell Technology, Inc. will post 3.07 earnings per share for the current year.
Marvell Technology Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 30th. Stockholders of record on Friday, July 10th will be paid a $0.06 dividend. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. The ex-dividend date is Friday, July 10th. Marvell Technology’s dividend payout ratio (DPR) is presently 8.22%.
Marvell Technology News Roundup
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: Analysts and market commentary continue to highlight Marvell as a beneficiary of booming AI data-center networking demand, with faster Ethernet, optics, and interconnect spending seen as a tailwind for the company. Momentum Crash Hits YOLO Traders’ Returns by Most in Four Years
- Positive Sentiment: Multiple recent articles frame Marvell as a key AI infrastructure stock to watch, suggesting investors still see upside from secular growth in AI networking and connectivity. 4 Networking Semiconductor Stocks to Watch in August 2026
- Positive Sentiment: Recent coverage notes that Marvell continues to be compared favorably within the AI connectivity race, reinforcing the idea that the stock remains tied to strong hyperscaler and AI capex trends. Marvell Technology vs. Nvidia: What Do the Revenue Trends of These Artificial Intelligence Companies Tell Investors?
- Neutral Sentiment: Short-interest data was reported as effectively zero, which does not suggest a meaningful bearish positioning signal either way.
- Neutral Sentiment: Several recent opinion pieces are asking whether Marvell is the “new Nvidia” or whether Broadcom is the better comparison, but these are mostly valuation and positioning debates rather than fresh company-specific catalysts. Is Marvell Technology the New Nvidia?
- Negative Sentiment: Some commentary highlights that Nvidia appears to be winning the AI capex battle and that momentum stocks have recently come under pressure, which may be weighing on sentiment across AI-related names, including Marvell. Nvidia is Winning AI Capex Wars So I Continue Loading Up
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.
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