FNY Investment Advisers LLC increased its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 485.2% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 14,629 shares of the semiconductor company’s stock after buying an additional 12,129 shares during the period. FNY Investment Advisers LLC’s holdings in Marvell Technology were worth $1,229,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Atlantic Edge Private Wealth Management LLC grew its position in shares of 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 acquiring an additional 200 shares during the period. Nova Wealth Management Inc. raised its holdings 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 worth $30,000 after purchasing an additional 353 shares during the period. N.E.W. Advisory Services LLC purchased a new position in Marvell Technology in the second quarter valued at approximately $32,000. Cary Street Partners Investment Advisory LLC purchased a new position in Marvell Technology in the second quarter valued at approximately $34,000. Finally, Hollencrest Capital Management grew its holdings in Marvell Technology by 23,350.0% during the second quarter. Hollencrest Capital Management now owns 469 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 467 shares during the period. 83.51% of the stock is currently owned by hedge funds and other institutional investors.
Key Headlines Impacting Marvell Technology
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: Marvell rolled out its next‑generation CXL switch (Structera S 30260) and broader Structera family to enable rack‑level memory pooling — a meaningful architectural building block for large AI data centers that could drive multiyear design wins and higher content per server. Marvell Launches Next-generation CXL Switch
- Positive Sentiment: Analysts and market pieces highlight strong data‑center demand and the potential for accelerating top‑line and margin expansion as Marvell captures AI infrastructure spend — a thesis that supports upside versus peers. Marvell Stock Forecast: Will AI Power MRVL Stock Higher?
- Neutral Sentiment: Observers are watching Marvell’s international revenue splits closely because shifts in geographic mix can swing analyst models and guidance sensitivity — important for near‑term estimates but not an immediate negative/positive shock. Why Marvell (MRVL) International Revenue Trends Deserve Your Attention
- Neutral Sentiment: Comparisons to Broadcom and other custom‑AI chip providers highlight relative strengths (platform breadth, CXL roadmap) and valuation tradeoffs; useful context for investors sizing exposure. Marvell Technology vs. Broadcom
- Negative Sentiment: Technicals: several notes call the post‑earnings price action a “breakout fake‑out” with choppy trading as investors take profits after a run — a likely immediate driver of downward pressure. Marvell Trades Choppy After Breakout Fake-Out
- Negative Sentiment: Competitive noise: Credo Technology and others are expanding high‑speed AI interconnect offerings (800G ZeroFlap transceivers, new DSPs), adding near‑term competitive options for hyperscalers and networking OEMs. Credo Technology Expands AI Footprint
Marvell Technology Price Performance
Marvell Technology (NASDAQ:MRVL – Get Free Report) last released its quarterly earnings data on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. The company had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.21 billion. Marvell Technology had a return on equity of 14.22% and a net margin of 32.58%.The firm’s revenue for the quarter was up 22.1% compared to the same quarter last year. During the same period in the previous year, the company posted $0.60 EPS. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. As a group, equities research analysts forecast that Marvell Technology, Inc. will post 0.91 EPS for the current year.
Wall Street Analyst Weigh In
MRVL has been the subject of a number of recent research reports. Citigroup raised their target price on Marvell Technology from $113.00 to $118.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Roth Mkm increased their price target on Marvell Technology from $105.00 to $135.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. HSBC assumed coverage on Marvell Technology in a report on Monday, November 24th. They issued a “hold” rating and a $85.00 price objective for the company. KGI Securities upgraded Marvell Technology from a “neutral” rating to an “outperform” rating and set a $110.00 price objective on the stock in a research note on Friday, March 6th. Finally, Wells Fargo & Company upped their price objective on shares of Marvell Technology from $90.00 to $135.00 and gave the company an “overweight” rating in a report on Wednesday, December 3rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $117.24.
Check Out Our Latest Analysis on MRVL
Insider Buying and Selling at Marvell Technology
In other news, EVP Mark Casper sold 5,000 shares of the company’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $93.08, for a total transaction of $465,400.00. Following the sale, the executive vice president directly owned 19,418 shares in the company, valued at $1,807,427.44. This represents a 20.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 0.19% of the stock is currently owned by corporate insiders.
Marvell Technology 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.
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