Zacks Research Upgrades Marvell Technology (NASDAQ:MRVL) to “Hold”

Marvell Technology (NASDAQ:MRVL) was upgraded by research analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a research note issued on Tuesday,Zacks.com reports.

Several other brokerages have also commented on MRVL. TD Cowen raised their price objective on shares of Marvell Technology from $85.00 to $90.00 and gave the stock a “hold” rating in a report on Friday, March 6th. Raymond James Financial reiterated a “strong-buy” rating on shares of Marvell Technology in a report on Tuesday, January 6th. Roth Mkm raised their target price on Marvell Technology from $105.00 to $135.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Citigroup lifted their price target on Marvell Technology from $113.00 to $118.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Finally, Susquehanna reaffirmed a “positive” rating on shares of Marvell Technology in a research note on Tuesday, February 24th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $117.24.

Marvell Technology Stock Up 7.7%

Shares of Marvell Technology stock opened at $106.71 on Tuesday. The company has a current ratio of 2.01, a quick ratio of 1.58 and a debt-to-equity ratio of 0.28. Marvell Technology has a 12-month low of $47.08 and a 12-month high of $107.84. The company has a market cap of $93.31 billion, a P/E ratio of 34.65, a PEG ratio of 0.90 and a beta of 1.82. The company’s fifty day simple moving average is $84.38 and its two-hundred day simple moving average is $85.10.

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 14.22%. 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 will post 0.91 EPS for the current year.

Insider Buying and Selling

In related news, EVP Mark Casper sold 5,000 shares of the company’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 transaction, the executive vice president owned 19,418 shares in the company, valued at $1,807,427.44. The trade was a 20.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Sandeep Bharathi sold 44,414 shares of the stock in a transaction dated Thursday, March 26th. The shares were sold at an average price of $99.61, for a total transaction of $4,424,078.54. Following the sale, the insider directly owned 55,199 shares in the company, valued at $5,498,372.39. This trade represents a 44.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 79,414 shares of company stock worth $7,850,479 in the last 90 days. Insiders own 0.19% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Jessup Wealth Management Inc purchased a new stake in shares of Marvell Technology during the fourth quarter valued at approximately $25,000. Laurel Wealth Advisors LLC bought a new position in Marvell Technology in the 4th quarter valued at approximately $25,000. Cherry Tree Wealth Management LLC bought a new position in Marvell Technology in the 4th quarter valued at approximately $26,000. Atlantic Edge Private Wealth Management LLC boosted 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 valued at $27,000 after purchasing an additional 200 shares during the last quarter. Finally, MidFirst Bank purchased a new stake in Marvell Technology during the 4th quarter valued at $28,000. Institutional investors own 83.51% of the company’s stock.

Marvell Technology News Roundup

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

• Positive Sentiment: NVIDIA announced a $2 billion investment and deeper NVLink Fusion / silicon‑photonics partnership with Marvell — investors view this as a structural win that integrates Marvell into NVIDIA’s AI infrastructure supply chain and could materially expand Marvell’s addressable market. Nvidia invests $2bn in chipmaker Marvell to boost AI networking
• Positive Sentiment: Bank of America reiterated a Buy on MRVL and raised its price target to $125, citing the NVIDIA partnership and Marvell’s expanding role in AI data‑center networking — this is a notable sell‑side vote of confidence that can sustain buying momentum. Bank of America raises Marvell Technology price target on Nvidia partnership
• Positive Sentiment: Several outlets and sell‑side firms (Benchmark, others) raised or reaffirmed Buy ratings and higher targets (examples cited up to ~$130), reinforcing bullish analyst sentiment after the NVIDIA announcement. Marvell (MRVL) Surges 13% as Bank of America Lifts Target to $125 on Nvidia Deal
• Neutral Sentiment: Marvell’s most recent quarter beat modestly (EPS and revenue slightly above estimates; revenue +22% YoY) and the company offered Q1 guidance (EPS 0.740–0.840) — fundamentals support the rally but the beat was not dramatic on its own. Marvell Technology (MRVL): Buy, sell, or hold post Q4 earnings?
• Neutral Sentiment: Market commentators and newsletters highlight Marvell as an AI‑ecosystem winner (coverage from Seeking Alpha, The Motley Fool, Investopedia), which increases retail and ETF flows into MRVL‑exposed products — that can amplify moves but also add volatility. Nvidia Is Investing in Marvell Technology Stock. Should You Do the Same?
• Negative Sentiment: Valuation and momentum risk: the stock has rerated quickly after the deal; some writeups urge investors to weigh a higher multiple and recent insider sales before buying the rally — potential pullbacks are possible if near‑term execution or integration details disappoint. Assessing Marvell Technology (MRVL) Valuation After Strong Multi‑Year Returns And Recent Share Price Pullback

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.