Natixis Advisors LLC cut its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 3.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 795,653 shares of the semiconductor company’s stock after selling 31,149 shares during the quarter. Natixis Advisors LLC owned approximately 0.09% of Marvell Technology worth $66,890,000 as of its most recent SEC filing.
Several other large investors have also recently added to or reduced their stakes in the stock. Atlantic Edge Private Wealth Management LLC lifted its stake in Marvell Technology by 160.0% in 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 last quarter. Nova Wealth Management Inc. grew its position in shares of Marvell Technology by 3,922.2% during the third quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock worth $30,000 after acquiring an additional 353 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new stake in shares of Marvell Technology in the 2nd quarter worth about $32,000. Cary Street Partners Investment Advisory LLC acquired a new stake in shares of Marvell Technology in the 2nd quarter worth about $34,000. Finally, Hollencrest Capital Management lifted its position in Marvell Technology by 23,350.0% in the 2nd 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 last quarter. 83.51% of the stock is owned by institutional investors and hedge funds.
Insiders Place Their Bets
In related news, EVP Mark Casper sold 5,000 shares of the firm’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 completion of the transaction, the executive vice president owned 19,418 shares of the company’s stock, valued at $1,807,427.44. This trade represents a 20.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.33% of the stock is owned by corporate insiders.
Marvell Technology Price Performance
Marvell Technology (NASDAQ:MRVL – Get Free Report) last released its earnings results on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share for the quarter, topping analysts’ consensus estimates 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 14.40% 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 prior year, the firm posted $0.60 earnings per share. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. Equities research analysts anticipate that Marvell Technology, Inc. will post 0.91 earnings per share for the current fiscal year.
Marvell Technology Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 29th. Stockholders of record on Friday, January 9th were issued a $0.06 dividend. The ex-dividend date was Friday, January 9th. This represents a $0.24 annualized dividend and a dividend yield of 0.3%. Marvell Technology’s dividend payout ratio is 7.79%.
Analyst Upgrades and Downgrades
A number of research firms have issued reports on MRVL. Oppenheimer reissued an “outperform” rating and set a $150.00 target price (up from $115.00) on shares of Marvell Technology in a research note on Wednesday, December 3rd. Deutsche Bank Aktiengesellschaft set a $120.00 price target on Marvell Technology in a report on Tuesday, February 10th. TD Cowen boosted their price objective on Marvell Technology from $85.00 to $90.00 and gave the stock a “hold” rating in a research report on Friday. Bank of America upgraded Marvell Technology from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $90.00 to $110.00 in a research report on Friday. Finally, Raymond James Financial reissued a “strong-buy” rating on shares of Marvell Technology in a research note on Tuesday, January 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $117.24.
View Our Latest Research Report on Marvell Technology
Key Stories Impacting Marvell Technology
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: Company beat near-term expectations and raised guidance — Marvell reported a stronger-than-expected Q4 and issued Q1 EPS guidance (0.740–0.840) and revenue outlook that leaned above Street forecasts, driving the initial surge in buying. Marvell Q4 Results (BusinessWire)
- Positive Sentiment: Multiple analyst upgrades and higher price targets — Several firms raised ratings/targets (including JPMorgan, B. Riley, BofA, Benchmark, KGI and others), which amplifies buy-side interest and helped lift momentum. Analysts Boost Forecasts (Benzinga)
- Positive Sentiment: Management points to accelerating AI/data-center demand — CEO comments and disclosures that data-center revenue is growing (cited at ~$1.5B) reinforced the view Marvell’s custom AI chips and networking products have durable tailwinds. CEO Comments on AI Demand (CNBC)
- Positive Sentiment: Technical and order-flow bullish signals — Traders flagged a Power Inflow alert and breakout through resistance, which attracted short-term momentum buyers. Trading Signal (Benzinga)
- Positive Sentiment: Heavy options and media attention — Unusually large call buying and coverage (including Jim Cramer commentary) magnified intraday momentum and dealer hedging flows. Jim Cramer Note (24/7 Wall St.)
- Neutral Sentiment: Not all firms are unanimous — a few analysts kept cautious stances or lower targets (e.g., TD Cowen’s Hold at ~$90), so some of today’s moves reflect shifting expectations rather than uniform conviction. TD Cowen Hold/Note (TipRanks)
- Neutral Sentiment: Macro & headline risk remains — broader market volatility (oil tensions, jobs data) can amplify swings in a high-beta semiconductor name like Marvell. Market Context (Investopedia)
- Negative Sentiment: Data/third‑party discrepancies and concentration risk flagged — some third‑party summaries showed mixed figures and analysts still warn about customer concentration and execution risk, which could limit multiple expansion if growth slows. Alternate Q4 Read (QuiverQuant)
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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