Banco Bilbao Vizcaya Argentaria S.A. Grows Position in Marvell Technology, Inc. $MRVL

Banco Bilbao Vizcaya Argentaria S.A. grew its position in Marvell Technology, Inc. (NASDAQ:MRVL) by 30.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 184,021 shares of the semiconductor company’s stock after acquiring an additional 42,547 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Marvell Technology were worth $15,415,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of MRVL. Ellsworth Advisors LLC purchased a new stake in shares of Marvell Technology during the 3rd quarter valued at about $5,864,000. Vanguard Group Inc. grew its position in Marvell Technology by 23.5% in 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. OVERSEA CHINESE BANKING Corp Ltd grew its position in Marvell Technology by 1,292.1% in the third 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 bought a new stake in Marvell Technology during the second quarter worth approximately $716,713,000. Finally, Triasima Portfolio Management inc. purchased a new stake in Marvell Technology during the third quarter valued at approximately $1,426,000. 83.51% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Marvell Technology

In other news, EVP Mark Casper sold 5,000 shares of Marvell Technology stock in a transaction on 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 approximately $1,807,427.44. This trade represents a 20.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.33% of the company’s stock.

Trending Headlines about Marvell Technology

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)

Analysts Set New Price Targets

MRVL has been the subject of several analyst reports. Jefferies Financial Group raised their price objective on Marvell Technology from $80.00 to $120.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Weiss Ratings reissued a “hold (c)” rating on shares of Marvell Technology in a research report on Monday, December 29th. Raymond James Financial restated a “strong-buy” rating on shares of Marvell Technology in a research report on Tuesday, January 6th. Evercore reaffirmed an “outperform” rating and set a $133.00 price objective on shares of Marvell Technology in a research note on Wednesday, March 4th. Finally, Needham & Company LLC cut their price objective on shares of Marvell Technology from $120.00 to $118.00 and set a “buy” rating on the stock in a research report on Tuesday, February 3rd. 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 company’s stock. According to data from MarketBeat, Marvell Technology has an average rating of “Moderate Buy” and a consensus target price of $117.24.

Marvell Technology Trading Up 0.2%

MRVL opened at $87.86 on Monday. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.58 and a current ratio of 2.01. The stock’s 50 day moving average price is $81.70 and its 200-day moving average price is $82.72. Marvell Technology, Inc. has a one year low of $47.08 and a one year high of $102.77. The stock has a market cap of $76.82 billion, a price-to-earnings ratio of 28.53, a P/E/G ratio of 0.80 and a beta of 1.97.

Marvell Technology (NASDAQ:MRVL) last issued its quarterly earnings results on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share (EPS) 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 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% compared to the same quarter last year. During the same period last year, the company earned $0.60 EPS. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. On average, equities analysts forecast that Marvell Technology, Inc. will post 0.91 EPS for the current year.

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.