Marvell Technology (NASDAQ:MRVL) Shares Up 1.2% – Here’s Why

Marvell Technology, Inc. (NASDAQ:MRVL)’s stock price was up 1.2% during trading on Tuesday . The company traded as high as $88.10 and last traded at $86.76. Approximately 9,417,642 shares traded hands during mid-day trading, a decline of 51% from the average daily volume of 19,117,885 shares. The stock had previously closed at $85.76.

Key Headlines Impacting Marvell Technology

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

• Positive Sentiment: Seeking Alpha argues Marvell is undervalued with accelerating AI/data-center revenue, improving margins and conservative guidance that could imply upside to estimates. Marvell Technology: Mr. Market’s Lagging Sentiment
• Positive Sentiment: Barchart notes investor concerns about future revenue from Amazon and Microsoft may be overdone and flags an important Jan. 7 catalyst investors should watch for clarity on cloud/data-center demand. Dear Marvell Stock Fans, Mark Your Calendars for January 7
• Positive Sentiment: Forbes profiles Marvell as an attractive buy given high margins and cash generation, reinforcing the bull narrative on pricing power and profitability. Should You Buy Marvell Technology Stock Today?
• Positive Sentiment: Moody’s upgraded Marvell’s credit rating (reported by Yahoo/Finance), reducing financing risk and supporting the valuation story. Moody’s Upgraded Rating on Marvell Technology, Inc. (MRVL), Here’s Why
• Positive Sentiment: Coverage noting returns are gaining momentum highlights improving operational performance and investor confidence. Returns Are Gaining Momentum At Marvell Technology (NASDAQ:MRVL)
• Positive Sentiment: Jim Cramer mentioned Marvell’s CEO as “humble” on his radar, a high-visibility endorsement that can attract retail interest. Marvell (MRVL)’s CEP is Very Humble, Says Jim Cramer
• Neutral Sentiment: Benchmark reiterated a Hold rating, providing mixed sell-side signals and no new price target to materially change consensus. Benchmark Co. Maintains a Hold Rating on Marvell Technology (MRVL)
• Neutral Sentiment: Zacks compares Marvell to peers (Credo) for data-center connectivity — useful for relative valuation but not a direct catalyst. CRDO vs. MRVL: Which Data Center Connectivity Stock Is Smarter Pick?
• Neutral Sentiment: Zacks and other analyst-roundup pieces note generally optimistic analyst sentiment but show mixed ratings/targets — watch for any formal upgrades or target changes. Is Marvell (MRVL) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Broad thematic coverage (Zacks on the AI capex boom) supports sector tailwinds that benefit Marvell longer term but is not a near-term company-specific catalyst. AI Arms Race Drives Capex Boom: 3 AI Stocks to Watch in 2026

Analyst Upgrades and Downgrades

Several research analysts have recently commented on MRVL shares. Deutsche Bank Aktiengesellschaft boosted their target price on Marvell Technology from $90.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Piper Sandler set a $110.00 target price on Marvell Technology in a research note on Wednesday, December 3rd. Zacks Research raised Marvell Technology from a “hold” rating to a “strong-buy” rating in a report on Friday, December 5th. TD Cowen increased their price objective on shares of Marvell Technology from $90.00 to $100.00 and gave the stock a “hold” rating in a report on Wednesday, December 3rd. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Marvell Technology in a research note on Monday. Four research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and fourteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $111.25.

Marvell Technology Stock Performance

The company has a current ratio of 2.01, a quick ratio of 1.64 and a debt-to-equity ratio of 0.28. The company has a market cap of $73.58 billion, a price-to-earnings ratio of 30.44, a P/E/G ratio of 0.84 and a beta of 1.93. The stock has a 50 day moving average price of $87.54 and a two-hundred day moving average price of $79.86.

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

Marvell Technology Dividend Announcement

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

Marvell Technology announced that its Board of Directors has approved a stock buyback plan on Wednesday, September 24th that permits the company to repurchase $5.00 billion in shares. This repurchase authorization permits the semiconductor company to reacquire up to 7.8% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its shares are undervalued.

Insiders Place Their Bets

In other news, EVP Mark Casper sold 1,253 shares of Marvell Technology stock in a transaction on Friday, December 5th. The shares were sold at an average price of $101.00, for a total transaction of $126,553.00. Following the transaction, the executive vice president directly owned 9,023 shares of the company’s stock, valued at $911,323. This trade represents a 12.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.33% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Game Plan Financial Advisors LLC acquired a new stake in shares of Marvell Technology during the second quarter worth about $27,000. Atlantic Edge Private Wealth Management LLC increased its stake in Marvell Technology by 160.0% during the 3rd quarter. Atlantic Edge Private Wealth Management LLC now owns 325 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 200 shares in the last quarter. Kiker Wealth Management LLC increased its stake in Marvell Technology by 374.7% during the 2nd quarter. Kiker Wealth Management LLC now owns 356 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 281 shares in the last quarter. Nova Wealth Management Inc. raised its holdings in Marvell Technology by 3,922.2% during the 3rd quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock worth $30,000 after buying an additional 353 shares during the period. Finally, Westside Investment Management Inc. lifted its stake in Marvell Technology by 62.5% in the second quarter. Westside Investment Management Inc. now owns 416 shares of the semiconductor company’s stock valued at $32,000 after buying an additional 160 shares in the last quarter. 83.51% of the stock is currently owned by institutional investors.

Marvell Technology Company 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.