Marvell Technology (NASDAQ:MRVL) Stock Price Up 1.2% – Still a Buy?

Marvell Technology, Inc. (NASDAQ:MRVL) traded up 1.2% during trading on Tuesday . The company traded as high as $88.10 and last traded at $86.76. 9,417,642 shares were traded during trading, a decline of 51% from the average session 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 Ratings Changes

Several equities analysts have recently commented on the stock. Benchmark restated a “hold” rating on shares of Marvell Technology in a report on Tuesday, December 23rd. Rosenblatt Securities restated a “buy” rating and issued a $95.00 target price on shares of Marvell Technology in a research note on Monday, December 1st. Raymond James Financial initiated coverage on Marvell Technology in a research note on Thursday, November 20th. They set a “strong-buy” rating and a $121.00 price target for the company. Deutsche Bank Aktiengesellschaft lifted their price target on Marvell Technology from $90.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Finally, Summit Redstone set a $105.00 price objective on shares of Marvell Technology in a research report on Wednesday, October 15th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and fourteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $111.25.

Marvell Technology Stock Performance

The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.64 and a current ratio of 2.01. The stock’s 50-day simple moving average is $87.54 and its two-hundred day simple moving average is $79.86. The stock has a market cap of $73.58 billion, a price-to-earnings ratio of 30.44, a price-to-earnings-growth ratio of 0.84 and a beta of 1.93.

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

Marvell Technology Dividend Announcement

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

Marvell Technology announced that its Board of Directors has approved a share buyback program on Wednesday, September 24th that permits the company to repurchase $5.00 billion in 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 generally a sign that the company’s management believes its shares are undervalued.

Insider Buying and Selling at Marvell Technology

In other Marvell Technology 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 sale, the executive vice president owned 9,023 shares in the company, valued at $911,323. The trade was a 12.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Insiders own 0.33% of the company’s stock.

Institutional Trading of Marvell Technology

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Game Plan Financial Advisors LLC acquired a new position in shares of Marvell Technology in the 2nd quarter worth approximately $27,000. Atlantic Edge Private Wealth Management LLC raised its stake in 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 worth $27,000 after acquiring an additional 200 shares in the last quarter. Kiker Wealth Management LLC lifted 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 valued at $28,000 after acquiring an additional 281 shares during the period. Nova Wealth Management Inc. boosted its stake in shares of Marvell Technology by 3,922.2% in the 3rd quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock valued at $30,000 after purchasing an additional 353 shares in the last quarter. Finally, Westside Investment Management Inc. grew its holdings in shares of Marvell Technology by 62.5% in the 2nd 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. Institutional investors own 83.51% of the company’s stock.

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.