Marvell Technology, Inc. $MRVL Shares Sold by Analog Century Management LP

Analog Century Management LP cut its stake in Marvell Technology, Inc. (NASDAQ:MRVL) by 19.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 765,656 shares of the semiconductor company’s stock after selling 181,398 shares during the period. Marvell Technology makes up about 3.5% of Analog Century Management LP’s holdings, making the stock its 18th largest holding. Analog Century Management LP owned approximately 0.09% of Marvell Technology worth $64,369,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Ellsworth Advisors LLC purchased a new position in shares of Marvell Technology during the third quarter worth $5,864,000. Vanguard Group Inc. raised its holdings in shares of Marvell Technology by 23.5% in the 3rd quarter. Vanguard Group Inc. now owns 79,610,208 shares of the semiconductor company’s stock valued at $6,692,830,000 after buying an additional 15,166,976 shares during the period. OVERSEA CHINESE BANKING Corp Ltd lifted its stake in Marvell Technology by 1,292.1% during the 3rd quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 389,809 shares of the semiconductor company’s stock worth $32,656,000 after acquiring an additional 361,807 shares in the last quarter. Norges Bank purchased a new position in Marvell Technology during the 2nd quarter valued at about $716,713,000. Finally, Triasima Portfolio Management inc. purchased a new position in Marvell Technology during the 3rd quarter valued at about $1,426,000. Institutional investors and hedge funds own 83.51% of the company’s stock.

Marvell Technology Price Performance

MRVL opened at $87.86 on Friday. The firm has a market cap of $76.54 billion, a price-to-earnings ratio of 28.53, a price-to-earnings-growth ratio of 0.89 and a beta of 1.97. Marvell Technology, Inc. has a fifty-two week low of $47.08 and a fifty-two week high of $102.77. The company has a quick ratio of 1.64, a current ratio of 2.01 and a debt-to-equity ratio of 0.28. The company’s 50-day moving average price is $81.70 and its 200 day moving average price is $82.61.

Marvell Technology (NASDAQ:MRVL) last posted its earnings results on Thursday, March 5th. The semiconductor company reported $0.80 EPS 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 analysts’ expectations of $2.21 billion. Marvell Technology had a net margin of 32.58% and a return on equity of 14.40%. Marvell Technology’s quarterly revenue was up 22.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.60 EPS. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. As a group, sell-side analysts expect that Marvell Technology, Inc. will post 0.91 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on MRVL shares. Oppenheimer reissued an “outperform” rating and set a $150.00 price objective (up from $115.00) on shares of Marvell Technology in a research report on Wednesday, December 3rd. KeyCorp lifted their target price on Marvell Technology from $90.00 to $130.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 3rd. Jefferies Financial Group upped their price target on shares of Marvell Technology from $80.00 to $120.00 and gave the company a “buy” rating in a research report on Wednesday, December 3rd. HSBC assumed coverage on Marvell Technology in a research report on Monday, November 24th. They set a “hold” rating and a $85.00 price objective for the company. Finally, Royal Bank Of Canada lifted their target price on shares of Marvell Technology from $105.00 to $115.00 and gave the company an “outperform” rating in a report on Monday, March 2nd. Two research 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 given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $117.24.

Key Marvell Technology News

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

• Positive Sentiment: Company expanded its 1.6T optical DSP platform and will showcase an end-to-end AI data‑center connectivity portfolio at OFC 2026 — concrete product-led progress that supports revenue growth in data center interconnect. Marvell Ushers In the 1.6T Era (BusinessWire)
• Positive Sentiment: Marvell announced a broad “full‑stack” connectivity portfolio and new high‑speed data‑center chips to relieve AI data traffic bottlenecks — product roadmap directly addresses hyperscale AI demand. Marvell to Showcase End-to-End Connectivity at OFC 2026 (BusinessWire)
• Positive Sentiment: Stifel highlights the Marvell–Mojo Vision partnership as a strategic move into micro‑LED optics that could seed a new competitive front and incremental revenue streams in optical modules/optics. Stifel: Marvell, Mojo Vision partnership sets up micro-LED optics battle (Yahoo)
• Positive Sentiment: Bullish analyst coverage and award‑grade analyst notes (TipRanks/Buy ratings, Cramer praise) are lifting sentiment — analysts point to sizeable optical/connectivity upside and data‑center momentum following a stronger‑than‑expected quarter. Marvell’s Optics Ambitions Set for ‘Pockets of Upside’ (TipRanks)
• Positive Sentiment: Commentary pieces argue massive AI infrastructure growth beyond GPUs could boost Marvell’s TAM (connectivity, interconnect, switching), reinforcing a multi‑quarter growth story. Prediction: Massive AI Infrastructure Growth Could Send Marvell Higher (The Motley Fool)
• Neutral Sentiment: Unusually large options activity was observed after Marvell’s strong outlook — shows heightened trader interest but not a direct directional read on fundamentals. Marvell Technology’s Strong Outlook Provokes Huge Unusual Options Trading (Yahoo)
• Neutral Sentiment: Market pieces and screens are asking whether recent gains leave MRVL fairly priced — valuation debate could cap near‑term upside even as fundamentals improve. Is Marvell Fairly Priced After Strong Recent Share Price Performance (Yahoo)
• Negative Sentiment: Some analysts caution that guidance and forward commentary contain softer or “modest” elements under the surface of good top‑line growth — a note that could prompt profit‑taking if execution disappoints. Marvell: The Guidance Sounds Great Until You Look Under The Hood (Seeking Alpha)

Insider Buying and Selling at Marvell Technology

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the company’s stock in a transaction dated Monday, January 5th. The shares were 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 of the company’s stock, valued at approximately $1,807,427.44. This represents a 20.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.19% of the stock is owned by company insiders.

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.