SeaCrest Wealth Management LLC raised its holdings in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 289.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 10,040 shares of the semiconductor company’s stock after buying an additional 7,461 shares during the quarter. SeaCrest Wealth Management LLC’s holdings in Marvell Technology were worth $850,000 as of its most recent SEC filing.
Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. increased its position in shares of Marvell Technology by 23.5% during the third quarter. Vanguard Group Inc. now owns 79,610,208 shares of the semiconductor company’s stock worth $6,692,830,000 after acquiring an additional 15,166,976 shares in the last quarter. Norges Bank bought a new position in Marvell Technology in the 2nd quarter valued at about $716,713,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its position in Marvell Technology by 4,758.5% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,036,216 shares of the semiconductor company’s stock valued at $544,603,000 after acquiring an additional 6,891,393 shares in the last quarter. Ameriprise Financial Inc. boosted its stake in Marvell Technology by 59.7% during the 3rd quarter. Ameriprise Financial Inc. now owns 16,624,827 shares of the semiconductor company’s stock valued at $1,397,751,000 after purchasing an additional 6,217,952 shares during the last quarter. Finally, Amundi increased its holdings in Marvell Technology by 113.4% during the 2nd quarter. Amundi now owns 8,648,350 shares of the semiconductor company’s stock worth $642,140,000 after purchasing an additional 4,596,309 shares in the last quarter. 83.51% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
Several brokerages have recently commented on MRVL. Morgan Stanley increased their price objective on Marvell Technology from $95.00 to $103.00 and gave the stock an “equal weight” rating in a research note on Friday, March 6th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Marvell Technology in a research report on Monday, December 29th. KeyCorp upped their price target on Marvell Technology from $90.00 to $130.00 and gave the stock an “overweight” rating in a report on Wednesday, December 3rd. Wall Street Zen lowered Marvell Technology from a “buy” rating to a “hold” rating in a research report on Sunday, March 15th. Finally, Cantor Fitzgerald restated a “neutral” rating on shares of Marvell Technology in a research note on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Marvell Technology presently has a consensus rating of “Moderate Buy” and a consensus target price of $117.24.
Marvell Technology News Summary
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: Data-center revenue surge — Marvell’s data-center business has reached roughly $6.1B on strong AI-driven demand across its silicon and interconnect product lines, supporting longer-term revenue growth and reinforcing the company’s market narrative around AI infrastructure leadership. MRVL’s Data Center Revenues Hit $6.1B: Can the Momentum Continue?
- Positive Sentiment: Unusually large options activity — Investors bought ~109,766 call options (a ~23% increase vs. typical call volume), signaling bullish positioning and short-term optimism among traders. (No article link available)
- Neutral Sentiment: Increased attention/“trending” coverage — Zacks and Yahoo pieces are flagging MRVL as a heavily searched/trending stock, which can amplify flows but doesn’t by itself change fundamentals. Marvell Technology, Inc. (MRVL) Is a Trending Stock: Facts to Know Before Betting on It
- Neutral Sentiment: Analyst/retail write-ups — Additional Yahoo coverage highlights why MRVL could be worth watching after the recent run; useful for sentiment but not new fundamental data. Why Marvell Technology, Inc. (NASDAQ:MRVL) Could Be Worth Watching
- Neutral Sentiment: Sector-level funding for AI infrastructure — A separate report (Mojo Vision funding) highlights ongoing investment in AI optical/I/O technologies, underscoring broader ecosystem funding that benefits infrastructure suppliers like Marvell indirectly. Mojo Vision Secures $17.5M Strategic Investment from Future Ventures to Advance Next-Generation Optical I/O for AI Infrastructure
- Negative Sentiment: Macro headwinds — Broader market softness (futures falling amid oil/geo-political headlines) trimmed gains for tech names today and likely pressured MRVL despite company-level positives. Dow Jones Futures Fall As Oil Prices, Yields Rise Amid Iran War Deal Hopes, Doubts
Marvell Technology Price Performance
Marvell Technology stock opened at $97.68 on Friday. Marvell Technology, Inc. has a 52 week low of $47.08 and a 52 week high of $102.77. The company’s 50 day moving average price is $83.07 and its two-hundred day moving average price is $84.13. The stock has a market cap of $85.42 billion, a P/E ratio of 31.71, a P/E/G ratio of 0.89 and a beta of 1.97. The company has a quick ratio of 1.58, a current ratio of 2.01 and a debt-to-equity ratio of 0.28.
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 (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.01. The company had revenue of $2.22 billion during 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%.Marvell Technology’s quarterly revenue was up 22.1% on a year-over-year basis. During the same period in the prior year, the company posted $0.60 earnings per share. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. On average, equities analysts predict that Marvell Technology, Inc. will post 0.91 earnings per share for the current year.
Marvell Technology Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Friday, April 10th will be given a $0.06 dividend. The ex-dividend date of this dividend is Friday, April 10th. This represents a $0.24 annualized dividend and a yield of 0.2%. Marvell Technology’s payout ratio is currently 7.79%.
Insider Transactions at Marvell Technology
In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the company’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $93.08, for a total value of $465,400.00. Following the completion of the transaction, the executive vice president owned 19,418 shares in the company, valued at $1,807,427.44. This represents a 20.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.19% of the stock is owned by company insiders.
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.
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