Marvell Technology (NASDAQ:MRVL) Now Covered by Erste Group Bank

Analysts at Erste Group Bank assumed coverage on shares of Marvell Technology (NASDAQ:MRVL) in a report released on Thursday. The firm set a “buy” rating on the semiconductor company’s stock.

MRVL has been the topic of several other research reports. TD Cowen lifted their target price on shares of Marvell Technology from $85.00 to $90.00 and gave the company a “hold” rating in a report on Friday, March 6th. Rosenblatt Securities increased their price target on shares of Marvell Technology from $115.00 to $140.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Wall Street Zen downgraded shares of Marvell Technology from a “buy” rating to a “hold” rating in a research report on Sunday, March 15th. Morgan Stanley lifted their price objective on Marvell Technology from $95.00 to $103.00 and gave the company an “equal weight” rating in a report on Friday, March 6th. Finally, Royal Bank Of Canada boosted their target price on Marvell Technology from $105.00 to $115.00 and gave the stock an “outperform” rating in a research report on Monday, March 2nd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Marvell Technology has an average rating of “Moderate Buy” and a consensus price target of $117.24.

Marvell Technology Stock Performance

Shares of NASDAQ:MRVL traded down $2.94 during trading on Thursday, reaching $103.77. The company had a trading volume of 3,619,181 shares, compared to its average volume of 17,957,188. Marvell Technology has a fifty-two week low of $47.08 and a fifty-two week high of $107.84. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.58. The stock’s fifty day moving average price is $84.38 and its 200 day moving average price is $85.10. The firm has a market capitalization of $90.74 billion, a price-to-earnings ratio of 33.63, a price-to-earnings-growth ratio of 0.90 and a beta of 1.82.

Marvell Technology (NASDAQ:MRVL) last issued its quarterly earnings results on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share 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 the consensus estimate of $2.21 billion. Marvell Technology had a return on equity of 14.22% and a net margin of 32.58%.The company’s revenue for the quarter was up 22.1% on a year-over-year basis. During the same period last year, the company earned $0.60 earnings per share. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. As a group, equities research analysts predict that Marvell Technology will post 0.91 EPS for the current year.

Insider Buying and Selling

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the business’s stock in a transaction on 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 approximately $1,807,427.44. The trade was a 20.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Sandeep Bharathi sold 44,414 shares of the company’s stock in a transaction on Thursday, March 26th. The shares were sold at an average price of $99.61, for a total value of $4,424,078.54. Following the completion of 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 position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 79,414 shares of company stock worth $7,850,479 in the last quarter. Company insiders own 0.19% of the company’s stock.

Institutional Investors Weigh In On Marvell Technology

Several institutional investors and hedge funds have recently made changes to their positions in MRVL. Laurel Wealth Advisors LLC acquired a new position in Marvell Technology during the fourth quarter worth about $25,000. Jessup Wealth Management Inc acquired a new stake in shares of Marvell Technology in the fourth quarter valued at approximately $25,000. Cherry Tree Wealth Management LLC acquired a new stake in shares of Marvell Technology in the fourth quarter valued at approximately $26,000. Atlantic Edge Private Wealth Management LLC increased its stake 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 worth $27,000 after purchasing an additional 200 shares in the last quarter. Finally, MidFirst Bank acquired a new position in shares of Marvell Technology during the 4th quarter worth approximately $28,000. 83.51% of the stock is currently owned by hedge funds and other institutional investors.

More Marvell Technology News

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

• Positive Sentiment: NVIDIA announced a strategic partnership and a $2.0B investment in Marvell to integrate Marvell tech into NVIDIA’s AI infrastructure (silicon photonics, NVLink Fusion). Market reaction: strong buying, positioning Marvell deeper in AI data‑center supply chains. Nvidia invests $2bn in chipmaker Marvell to boost AI networking
• Positive Sentiment: Bank of America reiterated a Buy and raised its price target to $125, citing the NVIDIA tie‑up and an expanding role for Marvell in AI infrastructure — another institutional vote of confidence that supports higher forward expectations. Bank of America raises Marvell Technology price target on Nvidia partnership
• Positive Sentiment: Recent Q4 results showed revenue and EPS beats and raised visibility into data‑center growth (revenue +22% y/y; Q1 FY27 EPS guide 0.740–0.840), giving fundamental backing to the sentiment shift. Marvell Technology (MRVL): Buy, sell, or hold post Q4 earnings?
• Neutral Sentiment: Coverage pieces and screens picked Marvell as a post‑selloff AI candidate, arguing some AI weakness is overdone and that Marvell’s AI exposure makes it attractive — supportive narrative but more thematic than company‑specific. The Artificial Intelligence (AI) Sell-Off Has Gone Too Far. Here Are the Stocks I’d Buy Before the Market Figures It Out.
• Neutral Sentiment: Zacks moved Marvell from “strong sell” to “hold.” That’s a modest upgrade but less bullish than recent buy ratings — useful context but not a major catalyst. Zacks.com
• Negative Sentiment: Some data aggregators flagged recent insider selling and large institutional position changes (notably big reductions by certain funds). Insider sales and portfolio rebalancing can temper enthusiasm if they persist. Marvell Technology Stock (MRVL) Opinions on Nvidia $2B Investment

About Marvell Technology

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.