Paradigm Capital Management Inc. NY Buys Shares of 71,600 Marvell Technology, Inc. $MRVL

Paradigm Capital Management Inc. NY purchased a new position in Marvell Technology, Inc. (NASDAQ:MRVL) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 71,600 shares of the semiconductor company’s stock, valued at approximately $21,329,000.

A number of other hedge funds have also recently made changes to their positions in MRVL. C M Bidwell & Associates Ltd. bought a new stake in Marvell Technology during the second quarter valued at about $27,000. Aberdeen Wealth Management LLC purchased a new stake in shares of Marvell Technology during the second quarter valued at about $30,000. Tompkins Financial Corp bought a new stake in shares of Marvell Technology in the 2nd quarter valued at about $31,000. LifeSteps Financial Inc. bought a new stake in shares of Marvell Technology in the 2nd quarter valued at about $32,000. Finally, Signature Resources Capital Management LLC purchased a new position in shares of Marvell Technology in the 2nd quarter worth approximately $43,000. 83.51% of the stock is currently owned by hedge funds and other institutional investors.

Marvell Technology Trading Down 3.3%

Shares of Marvell Technology stock opened at $229.29 on Tuesday. The firm’s 50 day simple moving average is $232.14 and its two-hundred day simple moving average is $172.77. The firm has a market capitalization of $200.58 billion, a price-to-earnings ratio of 78.52, a PEG ratio of 1.48 and a beta of 2.24. Marvell Technology, Inc. has a 12-month low of $61.44 and a 12-month high of $329.88. The company has a current ratio of 3.28, a quick ratio of 2.66 and a debt-to-equity ratio of 0.27.

Marvell Technology (NASDAQ:MRVL) last posted its quarterly earnings data on Wednesday, May 27th. The semiconductor company reported $0.80 EPS for the quarter, hitting the consensus estimate of $0.80. The business had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.41 billion. Marvell Technology had a net margin of 28.99% and a return on equity of 13.83%. The business’s revenue for the quarter was up 27.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.62 earnings per share. Marvell Technology has set its Q2 2027 guidance at 0.880-0.980 EPS. Analysts predict that Marvell Technology, Inc. will post 3.07 EPS for the current year.

Marvell Technology Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, July 30th. Shareholders of record on Friday, July 10th were given a dividend of $0.06 per share. The ex-dividend date of this dividend was Friday, July 10th. This represents a $0.24 dividend on an annualized basis and a yield of 0.1%. Marvell Technology’s payout ratio is currently 8.22%.

Insider Transactions at Marvell Technology

In other news, COO Chris Koopmans sold 10,000 shares of the stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $180.50, for a total value of $1,805,000.00. Following the transaction, the chief operating officer directly owned 227,941 shares of the company’s stock, valued at approximately $41,143,350.50. This represents a 4.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Daniel Durn sold 2,250 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $281.01, for a total value of $632,272.50. Following the completion of the transaction, the chief financial officer owned 6,902 shares of the company’s stock, valued at approximately $1,939,531.02. The trade was a 24.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 41,981 shares of company stock worth $9,753,132 in the last 90 days. 0.12% of the stock is owned by company insiders.

Key Marvell Technology News

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

• Positive Sentiment: Google agreement strengthens the AI investment case. Marvell’s expanded commercial relationship with Google involves custom AI silicon, while a warrant gives Google the right to purchase up to 58.97 million MRVL shares at $206.58 each, potentially providing as much as $12.2 billion in capital and reinforcing expectations for substantial future demand. Marvell Earnings Are Coming. Google Agreement Likely to Be Biggest Talking Point.
• Positive Sentiment: Analysts remain constructive. Wells Fargo raised its price target to $310, and JPMorgan identified Marvell as a top semiconductor pick, citing demand for custom AI chips, optical connectivity and data-center networking. The company’s latest reported quarter showed revenue growth of 27.6% year over year to $2.42 billion, with quarterly EPS of $0.80. Marvell Technology has nearly tripled in 2026. Wells Fargo says there are more gains ahead
• Neutral Sentiment: Thursday’s earnings are the immediate catalyst. Investors want details on Google-related revenue potential, custom-ASIC demand, margins and forward guidance. Options activity indicates traders expect an unusually large post-earnings move, increasing near-term volatility. Here’s How Much Traders Expect Marvell Stock to Move After Earnings
• Negative Sentiment: Valuation has made the stock vulnerable to profit-taking. After a roughly 170% year-to-date rally, MRVL trades at a high earnings multiple, leaving investors demanding strong results and an upbeat outlook to justify the premium. The recent pullback reflects “sell the news” behavior following the Google announcement and caution before earnings.
• Negative Sentiment: Broader semiconductor weakness added pressure. The sector was lower, while concerns remain about competition from Broadcom, execution risk in custom AI chips and potential share dilution from Google’s warrant. These risks are especially important because expectations for Marvell’s AI growth are already high. Marvell Falls Ahead of August 27 Earnings

Analyst Upgrades and Downgrades

A number of research firms recently commented on MRVL. Compass Point set a $190.00 target price on shares of Marvell Technology in a research report on Tuesday, May 26th. KeyCorp upped their price target on Marvell Technology from $385.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 14th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $240.00 price objective on shares of Marvell Technology in a report on Thursday, May 28th. Cantor Fitzgerald raised their price objective on Marvell Technology from $220.00 to $300.00 and gave the stock a “neutral” rating in a research report on Monday, June 29th. Finally, Citigroup boosted their target price on Marvell Technology from $225.00 to $275.00 and gave the stock a “buy” rating in a research note on Friday. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $255.55.

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.