Russell Investments Group Ltd. Cuts Position in Marvell Technology, Inc. $MRVL

Russell Investments Group Ltd. lessened its position in Marvell Technology, Inc. (NASDAQ:MRVL) by 1.4% during the third quarter, Holdings Channel reports. The fund owned 488,563 shares of the semiconductor company’s stock after selling 7,130 shares during the period. Russell Investments Group Ltd.’s holdings in Marvell Technology were worth $40,857,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in Marvell Technology by 23.5% during the third quarter. Vanguard Group Inc. now owns 79,610,208 shares of the semiconductor company’s stock worth $6,692,830,000 after purchasing an additional 15,166,976 shares during the last quarter. Norges Bank bought a new position in shares of Marvell Technology during the 2nd quarter valued at about $716,713,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in shares of Marvell Technology by 4,758.5% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,036,216 shares of the semiconductor company’s stock valued at $544,603,000 after purchasing an additional 6,891,393 shares during the last quarter. Amundi raised its holdings in shares of Marvell Technology by 113.4% during the 2nd quarter. Amundi now owns 8,648,350 shares of the semiconductor company’s stock valued at $642,140,000 after buying an additional 4,596,309 shares in the last quarter. Finally, Franklin Resources Inc. lifted its position in Marvell Technology by 112.4% in the 2nd quarter. Franklin Resources Inc. now owns 8,097,620 shares of the semiconductor company’s stock worth $626,756,000 after buying an additional 4,285,330 shares during the last quarter. Hedge funds and other institutional investors own 83.51% of the company’s stock.

Insider Buying and Selling

In other Marvell Technology 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 completion of the sale, the executive vice president directly owned 19,418 shares in the company, valued at $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 is available at this link. 0.19% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

MRVL has been the subject of several research reports. Rosenblatt Securities upped their target price on Marvell Technology from $115.00 to $140.00 and gave the stock a “buy” rating in a research note on Friday, March 6th. Morgan Stanley lifted their price target on shares of Marvell Technology from $95.00 to $103.00 and gave the stock an “equal weight” rating in a research note on Friday, March 6th. Roth Mkm boosted their price objective on shares of Marvell Technology from $105.00 to $135.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Wells Fargo & Company upped their price objective on shares of Marvell Technology from $90.00 to $135.00 and gave the company an “overweight” rating in a research note on Wednesday, December 3rd. Finally, KGI Securities raised shares of Marvell Technology from a “neutral” rating to an “outperform” rating and set a $110.00 target price on the stock in a report on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $117.24.

Key Stories Impacting Marvell Technology

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

• Positive Sentiment: Beat-and-raise: Marvell reported Q4 revenue of ~$2.22B and $0.80 non-GAAP EPS, and materially lifted FY2027/FY2028 revenue targets (FY2027 near $11B; FY2028 outlook toward $15B+). Management highlighted accelerating demand from hyperscalers and expanding custom silicon wins, which underpins the post-earnings rally. Marvell’s Big Earnings Win Could Be the Start of Something Bigger
• Positive Sentiment: Analyst upgrades and bullish notes: Several analysts turned more positive and raised price targets after the print, citing stronger visibility into data-center growth and custom chip traction — a direct catalyst for investor demand. Marvell Technology (NASDAQ:MRVL) Shares Up 3.4% Following Analyst Upgrade
• Positive Sentiment: Structural AI/data-center thesis: Multiple commentaries highlight Marvell’s leading position in optics, interconnects, and custom silicon for hyperscalers; management cited rapid cadence of custom-chip engagements and doubled near-term inflection assumptions for data-center revenue. This is the primary long-term bull case. Marvell: A Sturdy AI Investment Worth A Large Position
• Positive Sentiment: Strategic M&A and supply wins: Recent buys (Xconn, Celestial AI) and continued supply to major hyperscalers were cited as strengthening Marvell’s roadmap across PCIe/CXL and memory — supports medium-term revenue/market-share upside. Marvell Technology Stock (MRVL) Opinions on Q4 Earnings Beat
• Neutral Sentiment: Unusual options flow and positioning: Heavy unusual options activity was reported after the guidance — including large volume in out-of-the-money puts — which can indicate hedging/profit-taking or speculative trades and may amplify intraday swings. Marvell Technology’s Strong Outlook Provokes Huge Unusual Options Trading
• Negative Sentiment: Short-term pullback/rotation: After the sharp post-earnings run, some outlets point to profit-taking and technical resistance causing the stock to retreat today; elevated volume and a stretched short-term move make a near-term consolidation plausible. Why Marvell Technology (MRVL) stock is down today

Marvell Technology Stock Down 3.1%

Shares of Marvell Technology stock opened at $90.44 on Thursday. The company has a current ratio of 2.01, a quick ratio of 1.64 and a debt-to-equity ratio of 0.28. Marvell Technology, Inc. has a 12-month low of $47.08 and a 12-month high of $102.77. The company has a market cap of $78.79 billion, a P/E ratio of 29.36, a PEG ratio of 0.95 and a beta of 1.97. The company’s fifty day simple moving average is $81.68 and its two-hundred day simple moving average is $82.47.

Marvell Technology (NASDAQ:MRVL) last posted its earnings results on Thursday, March 5th. The semiconductor company reported $0.80 EPS for the quarter, topping the consensus estimate of $0.79 by $0.01. The firm had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.21 billion. Marvell Technology had a net margin of 32.58% and a return on equity of 14.40%. The company’s quarterly revenue was up 22.1% compared to the same quarter last year. During the same period last year, the company posted $0.60 EPS. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. Research analysts anticipate that Marvell Technology, Inc. will post 0.91 EPS for the current year.

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.