Rosenblatt Securities Cuts Marvell Technology (NASDAQ:MRVL) Price Target to $115.00

Marvell Technology (NASDAQ:MRVL) had its price target cut by Rosenblatt Securities from $120.00 to $115.00 in a research report sent to investors on Tuesday,Benzinga reports. They currently have a buy rating on the semiconductor company’s stock.

Several other equities analysts have also recently weighed in on MRVL. Hsbc Global Res upgraded shares of Marvell Technology to a “hold” rating in a research report on Monday, November 24th. UBS Group set a $100.00 target price on Marvell Technology in a research report on Wednesday, December 3rd. Jefferies Financial Group lifted their price target on Marvell Technology from $80.00 to $120.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Craig Hallum reissued a “buy” rating and set a $141.00 price target on shares of Marvell Technology in a research report on Wednesday, December 3rd. Finally, Barclays increased their price objective on Marvell Technology from $80.00 to $105.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 3rd. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Marvell Technology presently has an average rating of “Moderate Buy” and a consensus price target of $115.31.

Marvell Technology Trading Up 0.7%

Shares of MRVL opened at $74.21 on Tuesday. The business’s 50-day moving average price is $85.10 and its 200 day moving average price is $81.45. The stock has a market capitalization of $62.94 billion, a P/E ratio of 26.04, a P/E/G ratio of 0.56 and a beta of 1.97. Marvell Technology has a 1-year low of $47.08 and a 1-year high of $121.81. The company has a current ratio of 2.01, a quick ratio of 1.64 and a debt-to-equity ratio of 0.28.

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

Marvell Technology Dividend Announcement

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

Insider Activity

In other news, EVP Mark Casper sold 5,000 shares of Marvell Technology 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 completion of the sale, the executive vice president directly 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 filing with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Marvell Technology

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Intrua Financial LLC grew its position in Marvell Technology by 20.0% in the fourth quarter. Intrua Financial LLC now owns 4,208 shares of the semiconductor company’s stock worth $358,000 after acquiring an additional 701 shares in the last quarter. Arrow Financial Corp raised its holdings in shares of Marvell Technology by 7.0% during the 4th quarter. Arrow Financial Corp now owns 26,459 shares of the semiconductor company’s stock valued at $2,248,000 after purchasing an additional 1,729 shares in the last quarter. Gamco Investors INC. ET AL lifted its stake in shares of Marvell Technology by 25.5% in the 4th quarter. Gamco Investors INC. ET AL now owns 4,425 shares of the semiconductor company’s stock valued at $376,000 after purchasing an additional 899 shares during the last quarter. North Dakota State Investment Board acquired a new stake in shares of Marvell Technology in the 4th quarter valued at $2,587,000. Finally, Elyxium Wealth LLC bought a new stake in Marvell Technology in the fourth quarter worth $40,000. Institutional investors own 83.51% of the company’s stock.

Key Headlines Impacting Marvell Technology

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

• Positive Sentiment: Deal bolsters AI data‑center positioning — Marvell signed an optical interconnect deal with Celestial AI that deepens its exposure to high‑performance AI servers and data‑center connectivity, expanding its addressable market and validating its AI infrastructure roadmap. Marvell Deepens AI Data Center Role With Celestial AI Optical Deal
• Positive Sentiment: Broker support on AI thesis — RBC reiterated an Outperform rating, saying Marvell’s AI infrastructure exposure remains a key driver; that endorsement likely helped offset some negative analyst moves. RBC Reiterates Outperform on Marvell (MRVL) as AI Infrastructure Thesis Strengthens
• Neutral Sentiment: Market watchers stay cautious — Benchmark reiterated a Hold rating after the Celestial AI announcement, signalling that the deal is constructive but not yet enough to change conviction for some analysts. Benchmark reiterates hold on Marvell (MRVL) after Celestial AI deal
• Neutral Sentiment: Analysts balancing upside vs. execution risks — Bank of America/TipRanks commentary reiterates a neutral outlook, noting Celestial AI upside but flagging concentration and dilution/execution risks and lowering its price target. Marvell: Neutral Outlook Balances Celestial AI Upside Against Execution, Concentration, and Dilution Risks
• Negative Sentiment: Price target cuts weigh on sentiment — Citigroup trimmed its price target to $113, signaling more conservative expectations for Marvell’s near‑term upside. Citigroup Lowers Marvell Technology (NASDAQ:MRVL) Price Target to $113.00
• Negative Sentiment: Lowered estimates from other shops — Rosenblatt reduced expectations, and at least one analyst downgrade triggered a notable intraday share drop earlier, underlining sensitivity to analyst revisions. Rosenblatt Securities Has Lowered Expectations for Marvell Technology (NASDAQ:MRVL) Stock Price Marvell Technology (NASDAQ:MRVL) Shares Down 4% After Analyst Downgrade

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.