Stephens Inc. AR Buys 7,347 Shares of Marvell Technology, Inc. $MRVL

Stephens Inc. AR grew its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 60.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 19,518 shares of the semiconductor company’s stock after purchasing an additional 7,347 shares during the quarter. Stephens Inc. AR’s holdings in Marvell Technology were worth $1,656,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in MRVL. Game Plan Financial Advisors LLC purchased a new stake in Marvell Technology during the 2nd quarter valued at $27,000. Atlantic Edge Private Wealth Management LLC raised its stake in shares of Marvell Technology by 160.0% during the third quarter. Atlantic Edge Private Wealth Management LLC now owns 325 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 200 shares during the last quarter. Kiker Wealth Management LLC boosted its holdings in shares of Marvell Technology by 374.7% during the second quarter. Kiker Wealth Management LLC now owns 356 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 281 shares during the period. Nova Wealth Management Inc. boosted its holdings in shares of Marvell Technology by 3,922.2% during 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 during the period. Finally, Westside Investment Management Inc. grew its stake in shares of Marvell Technology by 62.5% in the second quarter. Westside Investment Management Inc. now owns 416 shares of the semiconductor company’s stock worth $32,000 after purchasing an additional 160 shares during the last quarter. 83.51% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Marvell Technology

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of Marvell Technology stock in a transaction on Monday, January 5th. The stock was sold at an average price of $93.08, for a total transaction of $465,400.00. Following the completion of the transaction, the executive vice president owned 19,418 shares in the company, valued at approximately $1,807,427.44. The trade was a 20.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.19% of the company’s stock.

Key Stories Impacting Marvell Technology

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

• Positive Sentiment: Jefferies named Marvell one of “3 Chip Stocks to Buy for 2026,” citing accelerating AI demand and expected earnings upside — a headline that can boost investor momentum. 3 Chip Stocks to Buy for 2026, According to an Analyst
• Positive Sentiment: Zacks highlights Marvell’s data-center switching business as a new growth engine (projected >$300M in FY2026 and >$500M in FY2027) — concrete revenue ramps that support a higher multiple if execution continues. MRVL’s Data Center Switching Business Expands: New Growth Engine?
• Positive Sentiment: RBC initiated coverage / upgraded Marvell (coverage noted as “outperform”/”moderate buy”), adding institutional analyst support that often lifts demand for a stock. RBC Capital initiates coverage of Marvell Technology (MRVL) with outperform recommendation
• Positive Sentiment: Analyst consensus sits around a “moderate buy” as brokerages reiterate bullish views on Marvell’s AI/data-center exposure, reinforcing the buy-side narrative. Marvell Technology, Inc. Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Pieces reviewing Marvell’s investability and analyst ratings explain the debate between upside from AI exposure and valuation risks — useful context but not a direct catalyst. Is It Worth Investing in Marvell (MRVL) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Options-focused analysis describes strategies (e.g., butterfly spreads) for traders expecting limited near-term movement — indicates some traders view the near-term range as bounded. Analyzing a Butterfly Spread on Marvell Technology
• Negative Sentiment: Recent trading notes show MRVL has experienced short-term pullbacks (reports of 1–2% daily declines and a larger ~30% drop earlier versus its highs), signaling lingering downside sensitivity if broader semiconductor sentiment turns negative. Marvell Technology (MRVL) Stock Dips While Market Gains: Key Facts
• Negative Sentiment: Commentary noting Marvell’s substantial prior drawdown (despite strong revenue growth) underscores valuation risk if AI/data-center ramps disappoint or multiple compression continues. 1 AI Stock With the Potential to Deliver Outsize Returns Over the Next 10 Years

Analysts Set New Price Targets

A number of research analysts have commented on the company. Cantor Fitzgerald set a $100.00 price target on Marvell Technology in a research report on Tuesday, December 16th. Summit Redstone set a $105.00 target price on Marvell Technology in a report on Wednesday, October 15th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Marvell Technology in a research note on Monday, December 29th. TD Cowen boosted their price objective on shares of Marvell Technology from $90.00 to $100.00 and gave the company a “hold” rating in a research report on Wednesday, December 3rd. Finally, Craig Hallum restated a “buy” rating and issued a $141.00 price objective on shares of Marvell Technology in a report on Wednesday, December 3rd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $115.70.

Marvell Technology Stock Performance

Shares of MRVL stock opened at $80.46 on Friday. The company’s fifty day moving average price is $86.48 and its 200-day moving average price is $80.85. The stock has a market cap of $68.24 billion, a PE ratio of 28.23, a price-to-earnings-growth ratio of 0.78 and a beta of 1.95. 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 $127.48.

Marvell Technology (NASDAQ:MRVL) last issued its quarterly earnings results on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.74 by $0.02. Marvell Technology had a net margin of 31.75% and a return on equity of 13.15%. The company had revenue of $2.07 billion during the quarter, compared to analyst estimates of $2.06 billion. During the same period last year, the business earned $0.43 EPS. Marvell Technology’s quarterly revenue was up 36.8% compared to the same quarter last year. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. On average, equities analysts expect that Marvell Technology, Inc. will post 0.91 EPS for the current fiscal year.

Marvell Technology declared that its Board of Directors has initiated a share buyback program on Wednesday, September 24th that permits the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization permits the semiconductor company to buy up to 7.8% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board of directors believes its stock is undervalued.

Marvell Technology Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 29th. Investors of record on Friday, January 9th will be given a dividend of $0.06 per share. This represents a $0.24 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Friday, January 9th. Marvell Technology’s dividend payout ratio (DPR) is 8.42%.

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.