Marvell Technology (NASDAQ:MRVL – Get Free Report)‘s stock had its “buy” rating reaffirmed by analysts at Benchmark in a report issued on Tuesday,Benzinga reports. They currently have a $130.00 price objective on the semiconductor company’s stock. Benchmark’s price target suggests a potential upside of 31.25% from the company’s previous close.
Other analysts have also issued research reports about the stock. Zacks Research lowered shares of Marvell Technology from a “hold” rating to a “strong sell” rating in a report on Monday, March 2nd. Roth Mkm increased their price objective on Marvell Technology from $105.00 to $135.00 and gave the company a “buy” rating in a research report on Wednesday, December 3rd. The Goldman Sachs Group lifted their target price on Marvell Technology from $80.00 to $90.00 and gave the company a “neutral” rating in a research note on Wednesday, December 3rd. Deutsche Bank Aktiengesellschaft set a $120.00 target price on Marvell Technology in a research report on Tuesday, February 10th. Finally, Morgan Stanley upped their price target on Marvell Technology from $95.00 to $103.00 and gave the company an “equal weight” rating in a research note on Friday, March 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $117.24.
Check Out Our Latest Research Report on Marvell Technology
Marvell Technology Stock Up 12.8%
Marvell Technology (NASDAQ:MRVL – Get Free Report) last posted its quarterly earnings data on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.01. Marvell Technology had a net margin of 32.58% and a return on equity of 14.22%. The firm had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.21 billion. During the same quarter last year, the company posted $0.60 EPS. The company’s quarterly revenue 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. On average, research analysts expect that Marvell Technology will post 0.91 earnings per share for the current fiscal year.
Insider Transactions at Marvell Technology
In other news, insider Sandeep Bharathi sold 44,414 shares of the company’s stock in a transaction dated Thursday, March 26th. The stock was sold at an average price of $99.61, for a total value of $4,424,078.54. Following the completion of the sale, the insider directly owned 55,199 shares of the company’s stock, valued at $5,498,372.39. This represents a 44.59% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Mark Casper sold 5,000 shares of the stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $93.08, for a total transaction of $465,400.00. Following the completion of the sale, the executive vice president owned 19,418 shares in the company, valued at $1,807,427.44. This represents a 20.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 79,414 shares of company stock worth $7,850,479. 0.33% of the stock is currently owned by company insiders.
Institutional Investors Weigh In On Marvell Technology
Several hedge funds have recently bought and sold shares of the company. Old North State Trust LLC boosted its position in shares of Marvell Technology by 14.0% during the fourth quarter. Old North State Trust LLC now owns 5,702 shares of the semiconductor company’s stock worth $485,000 after purchasing an additional 701 shares in the last quarter. Rockefeller Capital Management L.P. increased its position in shares of Marvell Technology by 17.4% in the 4th quarter. Rockefeller Capital Management L.P. now owns 145,692 shares of the semiconductor company’s stock valued at $12,381,000 after buying an additional 21,615 shares in the last quarter. Fund Advisors of America Inc FL acquired a new stake in Marvell Technology during the 4th quarter worth $2,020,000. Spear Advisors LLC acquired a new stake in Marvell Technology during the 4th quarter worth $10,066,000. Finally, World Investment Advisors lifted its holdings in Marvell Technology by 32.9% during the fourth quarter. World Investment Advisors now owns 67,659 shares of the semiconductor company’s stock worth $5,750,000 after acquiring an additional 16,751 shares in the last quarter. 83.51% of the stock is currently owned by institutional investors and hedge funds.
Key Stories Impacting Marvell Technology
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: Nvidia announces a $2 billion stake and partnership to integrate Marvell into its AI infrastructure (NVLink Fusion) and collaborate on silicon photonics — a direct validation of Marvell’s role in AI networking and a potential multi‑year revenue tailwind. Nvidia invests $2bn in chipmaker Marvell to boost AI networking
- Positive Sentiment: Bank of America raises its Marvell price target to $125, citing the strategic Nvidia collaboration as a catalyst for faster AI‑driven growth and higher TAM assumptions. Analyst upgrades are amplifying buying momentum. Marvell (MRVL) Surges 13% as Bank of America Lifts Target to $125 on Nvidia Deal
- Positive Sentiment: Wall Street and ETF flows are reacting: multiple analysts have raised targets and ETFs with Marvell exposure saw inflows, reinforcing momentum and raising short‑term liquidity/demand for the stock. Marvell Stock (MRVL) Soars 13% as Nvidia Tie-Up Supports “Continued Strong Growth”
- Neutral Sentiment: Earlier fiscal results and guidance (Q4 beat, solid data‑center outlook) set the backdrop for the rally — the Nvidia deal is layering on top of already positive fundamentals rather than coming from a weak base. Keep watching guidance changes in quarterly filings for confirmation. Marvell’s Growth Story Just Changed
- Negative Sentiment: Some near‑term caution: recent insider sales and profit‑taking after a sharp run have weighed at times, and routine insider transactions have been highlighted by the market as a possible near‑term headwind. Monitor insider filings and any dilution or deal terms disclosure from the Nvidia transaction. Marvell slides 3.9% as investors digest insider sale and recent AI-driven run-up
About Marvell Technology
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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