Bank OZK acquired a new position in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 30,739 shares of the semiconductor company’s stock, valued at approximately $2,584,000.
Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted 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 valued at $6,692,830,000 after purchasing an additional 15,166,976 shares in the last quarter. Brown Advisory Inc. boosted its holdings in Marvell Technology by 8.0% during the second quarter. Brown Advisory Inc. now owns 20,840,336 shares of the semiconductor company’s stock worth $1,613,044,000 after purchasing an additional 1,539,809 shares during the last quarter. State Street Corp grew its position in Marvell Technology by 2.7% in the 2nd quarter. State Street Corp now owns 20,573,260 shares of the semiconductor company’s stock worth $1,592,370,000 after purchasing an additional 533,946 shares in the last quarter. Franklin Resources Inc. grew its position in Marvell Technology by 47.0% in the 3rd quarter. Franklin Resources Inc. now owns 11,903,051 shares of the semiconductor company’s stock worth $1,000,689,000 after purchasing an additional 3,805,431 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its stake in Marvell Technology by 16.4% in the 2nd quarter. Ameriprise Financial Inc. now owns 10,406,875 shares of the semiconductor company’s stock valued at $805,473,000 after buying an additional 1,464,571 shares during the last quarter. Institutional investors own 83.51% of the company’s stock.
Insider Transactions at Marvell Technology
In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of Marvell Technology stock in a transaction that occurred on 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 in the company, valued at $1,807,427.44. The trade was a 20.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.19% of the stock is currently owned by insiders.
Marvell Technology Price Performance
Marvell Technology (NASDAQ:MRVL – Get Free Report) last issued its quarterly earnings results on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. Marvell Technology had a return on equity of 14.40% and a net margin of 32.58%.The firm had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.21 billion. During the same quarter last year, the company posted $0.60 EPS. The company’s revenue for the quarter was up 22.1% on a year-over-year basis. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. As a group, equities analysts anticipate that Marvell Technology, Inc. will post 0.91 EPS for the current fiscal year.
Analyst Ratings Changes
A number of equities analysts have recently weighed in on the company. Wells Fargo & Company boosted their target price on Marvell Technology from $90.00 to $135.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 3rd. Bank of America raised Marvell Technology from a “neutral” rating to a “buy” rating and increased their price target for the company from $90.00 to $110.00 in a research report on Friday, March 6th. Deutsche Bank Aktiengesellschaft set a $120.00 price target on Marvell Technology in a report on Tuesday, February 10th. UBS Group boosted their price objective on Marvell Technology from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Monday, February 23rd. Finally, Needham & Company LLC decreased their target price on Marvell Technology from $120.00 to $118.00 and set a “buy” rating for the company in a research report on Tuesday, February 3rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $117.24.
Check Out Our Latest Stock Report on Marvell Technology
Marvell Technology News Roundup
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)
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.
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