Key Points
- Marvell EVP Mark Casper sold 5,000 shares on Jan. 5 at an average price of $93.08 for $465,400, reducing his stake by 20.48% to 19,418 shares (SEC Form 4 filing).
- Marvell posted Q results with EPS $0.76 vs. $0.74 expected and revenue of $2.07B (+36.8% YoY), while the board authorized a $5.0 billion buyback and announced a quarterly dividend of $0.06 per share.
- The company is expanding its AI/data‑center footprint with the roughly $540M XConn acquisition, and analysts hold a consensus Moderate Buy rating with an average target near $116.03.
Marvell Technology, Inc. (NASDAQ:MRVL - Get Free Report) EVP Mark Casper sold 5,000 shares of the business's 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 transaction, the executive vice president directly owned 19,418 shares in the company, valued at approximately $1,807,427.44. The trade was a 20.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website.
Mark Casper also recently made the following trade(s):
- On Friday, December 5th, Mark Casper sold 1,253 shares of Marvell Technology stock. The stock was sold at an average price of $101.00, for a total transaction of $126,553.00.
Marvell Technology Stock Performance
Shares of MRVL stock opened at $84.64 on Thursday. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.64. The company's fifty day moving average price is $87.74 and its two-hundred day moving average price is $80.55. The firm has a market capitalization of $71.78 billion, a P/E ratio of 29.70, a P/E/G ratio of 0.85 and a beta of 1.95. Marvell Technology, Inc. has a 12 month low of $47.08 and a 12 month high of $127.48.
Marvell Technology (NASDAQ:MRVL - Get Free Report) last announced its earnings results on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.74 by $0.02. The business had revenue of $2.07 billion for the quarter, compared to analyst estimates of $2.06 billion. Marvell Technology had a return on equity of 13.15% and a net margin of 31.75%.The company's revenue for the quarter was up 36.8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.43 earnings per share. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. On average, research analysts anticipate that Marvell Technology, Inc. will post 0.91 earnings per share for the current fiscal year.
Marvell Technology announced that its board has authorized a share repurchase program on Wednesday, September 24th that authorizes the company to buyback $5.00 billion in shares. This buyback authorization authorizes the semiconductor company to buy up to 7.8% of its shares through open market purchases. Shares buyback programs are usually a sign that the company's management believes its shares are undervalued.
Marvell Technology Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 29th. Stockholders of record on Friday, January 9th will be paid a dividend of $0.06 per share. This represents a $0.24 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Friday, January 9th. Marvell Technology's dividend payout ratio is 8.42%.
Institutional Inflows and Outflows
Institutional investors have recently added to or reduced their stakes in the stock. Baird Financial Group Inc. boosted its holdings in shares of Marvell Technology by 15.8% during the first quarter. Baird Financial Group Inc. now owns 14,196 shares of the semiconductor company's stock valued at $874,000 after acquiring an additional 1,941 shares during the period. Integrated Wealth Concepts LLC lifted its position in Marvell Technology by 90.1% in the 1st quarter. Integrated Wealth Concepts LLC now owns 19,320 shares of the semiconductor company's stock valued at $1,190,000 after purchasing an additional 9,155 shares during the last quarter. UniSuper Management Pty Ltd boosted its stake in Marvell Technology by 352.5% during the 1st quarter. UniSuper Management Pty Ltd now owns 75,113 shares of the semiconductor company's stock valued at $4,625,000 after purchasing an additional 58,513 shares during the period. Dynamic Technology Lab Private Ltd bought a new position in Marvell Technology in the 1st quarter worth about $501,000. Finally, Kestra Investment Management LLC increased its stake in shares of Marvell Technology by 137.4% in the first quarter. Kestra Investment Management LLC now owns 2,395 shares of the semiconductor company's stock valued at $147,000 after purchasing an additional 1,386 shares during the period. 83.51% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In
A number of research analysts have commented on MRVL shares. Barclays increased their price objective on shares of Marvell Technology from $80.00 to $105.00 and gave the company an "equal weight" rating in a research note on Wednesday, December 3rd. Cowen reaffirmed a "hold" rating on shares of Marvell Technology in a research report on Wednesday, December 3rd. Roth Capital lifted their price target on Marvell Technology from $105.00 to $135.00 and gave the stock a "buy" rating in a research note on Wednesday, December 3rd. Raymond James Financial restated a "strong-buy" rating on shares of Marvell Technology in a research note on Tuesday. Finally, B. Riley reaffirmed a "buy" rating and set a $130.00 target price (up previously from $100.00) on shares of Marvell Technology in a report on Wednesday, December 3rd. Four research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and twelve have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $116.03.
Get Our Latest Research Report on Marvell Technology
More Marvell Technology News
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: Marvell agreed to buy XConn (roughly $540M) to expand AI‑data‑center connectivity — a strategic tuck‑in that strengthens Marvell’s addressable market in interconnect hardware and complements its silicon roadmap, supporting longer‑term revenue and positioning in AI infrastructure. Marvell Stock Pops as It Gears Up for the Next Generation of AI With XConn Acquisition
- Positive Sentiment: Analysts and management comments are bullish: Rosenblatt reaffirmed a buy with a $120 PT, Melius upgraded to buy, and JPMorgan notes Marvell’s strong AI bookings — all signaling upside expectations for AI/data‑center demand. Marvell CEO Says AI Bookings Are 'On Fire' — Analyst Sees Massive Upside
- Positive Sentiment: Longer‑form bullish views highlight Marvell’s connectivity push as validating the bull thesis — supportive for patient investors focused on secular AI/data‑center growth. Marvell Technology: Connectivity Push Keeps Bull Thesis Intact
- Neutral Sentiment: Separately, conversation around valuation is mixed — some analysts and commentators argue recent weakness makes MRVL attractively priced, while others point to high expectations for AI. This fuels both buy‑the‑dip interest and caution. Is Marvell Technology (MRVL) Attractively Priced After Recent Share Price Weakness
- Neutral Sentiment: Unusual options activity (elevated put volume) has drawn attention — this could signal hedging, speculation, or positioning around near‑term volatility rather than a clear directional bet on fundamentals. Unusual Volume in Marvell Technology Put Options - Is MRVL Stock Undervalued?
- Negative Sentiment: Some investors sold into the XConn announcement, producing near‑term price weakness and headlines noting a post‑deal decline — concerns include integration execution, deal cost, and short‑term dilution or margin impact. Marvell stock falls after announcing XConn Technologies acquisition
- Negative Sentiment: An executive (EVP Mark Casper) sold 5,000 shares last week — a disclosed insider sale that may be viewed negatively by some traders even though single filings don’t always indicate company outlook changes. SEC Form 4: Mark Casper Sale
About Marvell Technology
(
Get Free Report)
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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