Marvell Technology, Inc. (NASDAQ:MRVL) Receives Average Rating of “Moderate Buy” from Analysts

Shares of Marvell Technology, Inc. (NASDAQ:MRVL) have earned an average recommendation of “Moderate Buy” from the thirty-five brokerages that are currently covering the stock, MarketBeat reports. Eleven research analysts have rated the stock with a hold rating, twenty-two have given a buy rating and two have given a strong buy rating to the company. The average 1 year price target among analysts that have covered the stock in the last year is $115.1563.

A number of research firms have recently issued reports on MRVL. HSBC initiated coverage on Marvell Technology in a research note on Monday, November 24th. They issued a “hold” rating and a $85.00 price target on the stock. Deutsche Bank Aktiengesellschaft set a $120.00 price objective on shares of Marvell Technology in a report on Tuesday. B. Riley Financial reiterated a “buy” rating and set a $130.00 price target (up previously from $100.00) on shares of Marvell Technology in a research note on Wednesday, December 3rd. UBS Group reduced their price target on Marvell Technology from $120.00 to $115.00 and set a “buy” rating for the company in a research report on Tuesday, February 3rd. Finally, Raymond James Financial reaffirmed a “strong-buy” rating on shares of Marvell Technology in a research report on Tuesday, January 6th.

Marvell Technology News Summary

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

• Positive Sentiment: Marvell announced expanded AI and cloud roles via deals with Celestial AI and XConn that broaden its accelerator and connectivity footprint — these deals reinforce revenue optionality in AI compute and hyperscale networking. Marvell Expands AI And Cloud Role With Celestial AI And XConn Deals
• Positive Sentiment: Opinion pieces argue the market overreacted to recent weakness: Marvell trades at a notable discount to Broadcom on forward P/E and still has meaningful upside from AI-related wins (Celestial AI acquisition flagged as multi-year growth driver). Marvell: The Market Overreaction Doesn’t Quite Make Sense
• Positive Sentiment: Additional Seeking Alpha coverage frames the recent pullback as a buying opportunity (“AI Reset Is Your Second Chance”), arguing investors can accumulate exposure to Marvell’s AI/data‑center tailwinds ahead of potential earnings upside. Marvell: The AI Reset Is Your Second Chance
• Positive Sentiment: Another Seeking Alpha piece highlights Marvell’s positioning ahead of earnings and its “right AI strings” (networking + accelerators), implying near-term catalysts from product ramps and customer deployments. Marvell: Lurking Ahead Of Earnings, Pulling The Right AI Strings
• Neutral Sentiment: Zacks notes MRVL is a trending stock and flags items investors should know before trading (attention/volatility can increase near earnings and news flow). Marvell Technology, Inc. (MRVL) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Zacks also ran a broader idea piece highlighting technology names worth watching with its Earnings ESP tool — useful context but not specific to new Marvell fundamentals. Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
• Neutral Sentiment: Recent fundamentals: Marvell beat the last quarter’s EPS and raised Q4 FY2026 EPS guidance to $0.740–0.840; data-center revenue now makes up a large portion of sales, which amplifies sensitivity to AI/hyperscaler demand. (No external link)
• Negative Sentiment: Zacks reported a recent larger-than-market intraday decline (about -3.8% on Feb 12), reflecting short-term volatility and profit-taking after a long multi-quarter run. Marvell Technology (MRVL) Suffers a Larger Drop Than the General Market: Key Insights

Insider Transactions at Marvell Technology

In other news, EVP Mark Casper sold 5,000 shares of the company’s stock in a transaction that occurred on 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 owned 19,418 shares of the company’s stock, valued at approximately $1,807,427.44. This represents a 20.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.19% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Marvell Technology

Several hedge funds have recently modified their holdings of MRVL. Vanguard Group Inc. raised its stake in shares of Marvell Technology by 23.5% in the 3rd quarter. Vanguard Group Inc. now owns 79,610,208 shares of the semiconductor company’s stock valued at $6,692,830,000 after acquiring an additional 15,166,976 shares during the period. State Street Corp lifted its stake in Marvell Technology by 7.9% during the fourth quarter. State Street Corp now owns 22,834,816 shares of the semiconductor company’s stock worth $1,940,503,000 after purchasing an additional 1,677,724 shares in the last quarter. Brown Advisory Inc. boosted its position in shares of Marvell Technology by 8.0% during the second quarter. Brown Advisory Inc. now owns 20,840,336 shares of the semiconductor company’s stock worth $1,613,044,000 after buying an additional 1,539,809 shares during the period. Ameriprise Financial Inc. grew its stake in shares of Marvell Technology by 59.7% in the third quarter. Ameriprise Financial Inc. now owns 16,624,827 shares of the semiconductor company’s stock valued at $1,397,751,000 after buying an additional 6,217,952 shares in the last quarter. Finally, Geode Capital Management LLC raised its holdings in shares of Marvell Technology by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 12,108,452 shares of the semiconductor company’s stock valued at $1,025,185,000 after buying an additional 97,624 shares during the period. 83.51% of the stock is owned by hedge funds and other institutional investors.

Marvell Technology Trading Up 0.5%

NASDAQ MRVL opened at $78.61 on Monday. The firm has a market cap of $66.60 billion, a PE ratio of 27.58, a price-to-earnings-growth ratio of 0.62 and a beta of 1.97. Marvell Technology has a 1-year low of $47.08 and a 1-year high of $112.50. The stock has a 50-day moving average of $83.34 and a 200-day moving average of $81.73. 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 (NASDAQ:MRVL) last announced its earnings results on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share for the quarter, beating analysts’ consensus estimates of $0.74 by $0.02. The firm had revenue of $2.07 billion for the quarter, compared to analyst estimates of $2.06 billion. Marvell Technology had a net margin of 31.75% and a return on equity of 13.15%. The company’s revenue for the quarter was up 36.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.43 EPS. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. As a group, sell-side analysts forecast that Marvell Technology will post 0.91 EPS for the current year.

Marvell Technology Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, January 29th. Stockholders of record on Friday, January 9th were paid a $0.06 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $0.24 annualized dividend and a dividend yield of 0.3%. Marvell Technology’s dividend payout ratio is currently 8.42%.

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.