Analysts Set Marvell Technology, Inc. (NASDAQ:MRVL) Target Price at $115.31

Marvell Technology, Inc. (NASDAQ:MRVL) has received a consensus recommendation of “Moderate Buy” from the thirty-five analysts that are covering the stock, Marketbeat Ratings reports. Eleven investment analysts have rated the stock with a hold recommendation, twenty-two have given a buy recommendation and two have assigned a strong buy recommendation to the company. The average twelve-month target price among brokers that have issued ratings on the stock in the last year is $115.1563.

Several equities analysts recently commented on the stock. TD Cowen reaffirmed a “hold” rating on shares of Marvell Technology in a report on Wednesday, December 3rd. Oppenheimer restated an “outperform” rating and set a $150.00 price target (up from $115.00) on shares of Marvell Technology in a research report on Wednesday, December 3rd. Needham & Company LLC decreased their price objective on Marvell Technology from $120.00 to $118.00 and set a “buy” rating on the stock in a report on Tuesday, February 3rd. Deutsche Bank Aktiengesellschaft set a $120.00 target price on Marvell Technology in a research note on Tuesday, February 10th. Finally, Morgan Stanley set a $112.00 price target on Marvell Technology in a research report on Wednesday, December 3rd.

Marvell Technology Stock Performance

Marvell Technology stock opened at $78.61 on Monday. Marvell Technology has a fifty-two week low of $47.08 and a fifty-two week high of $112.50. The firm’s fifty day moving average price is $83.34 and its 200-day moving average price is $81.77. The stock has a market cap of $66.60 billion, a P/E ratio of 27.58, a price-to-earnings-growth ratio of 0.62 and a beta of 1.97. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.64 and a current ratio of 2.01.

Marvell Technology (NASDAQ:MRVL) last released its quarterly 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. Marvell Technology had a return on equity of 13.15% and a net margin of 31.75%.The business had revenue of $2.07 billion for the quarter, compared to the consensus estimate of $2.06 billion. During the same quarter last year, the business posted $0.43 earnings per share. The company’s revenue for the quarter was up 36.8% on a year-over-year basis. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. On average, equities research analysts expect that Marvell Technology will post 0.91 earnings per share for the current fiscal year.

Marvell Technology Announces Dividend

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

Key Stories Impacting Marvell Technology

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

Insiders Place Their Bets

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the business’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 approximately $1,807,427.44. The trade was a 20.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.33% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the business. Jessup Wealth Management Inc bought a new stake in shares of Marvell Technology in the 4th quarter worth approximately $25,000. Laurel Wealth Advisors LLC bought a new position in Marvell Technology in the 4th quarter worth $25,000. Cherry Tree Wealth Management LLC bought a new stake in shares of Marvell Technology during the 4th quarter valued at about $26,000. Atlantic Edge Private Wealth Management LLC increased its position 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 buying an additional 200 shares during the period. Finally, Kiker Wealth Management LLC raised its stake in Marvell Technology by 374.7% in the second quarter. Kiker Wealth Management LLC now owns 356 shares of the semiconductor company’s stock worth $28,000 after buying an additional 281 shares in the last quarter. Hedge funds and other 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.