Marvell Technology (NASDAQ:MRVL) Given “Buy” Rating at Benchmark

Benchmark reiterated their buy rating on shares of Marvell Technology (NASDAQ:MRVL) in a report published on Tuesday,Benzinga reports. Benchmark currently has a $130.00 price objective on the semiconductor company’s stock.

Other analysts have also recently issued research reports about the stock. Summit Insights upgraded shares of Marvell Technology from a “hold” rating to a “buy” rating in a research report on Wednesday, December 3rd. B. Riley Financial reissued a “buy” rating and issued a $135.00 target price (up from $130.00) on shares of Marvell Technology in a research note on Friday, March 6th. Deutsche Bank Aktiengesellschaft set a $120.00 price target on Marvell Technology in a report on Tuesday, February 10th. The Goldman Sachs Group raised their price target on Marvell Technology from $80.00 to $90.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 3rd. Finally, Zacks Research cut Marvell Technology from a “hold” rating to a “strong sell” rating in a report on Monday, March 2nd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Marvell Technology presently has an average rating of “Moderate Buy” and a consensus target price of $117.24.

Marvell Technology Stock Up 12.8%

Marvell Technology stock opened at $99.05 on Tuesday. The firm has a market capitalization of $86.62 billion, a price-to-earnings ratio of 32.16, a PEG ratio of 0.80 and a beta of 1.97. The company’s 50 day simple moving average is $83.90 and its 200 day simple moving average is $84.95. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.58. Marvell Technology has a fifty-two week low of $47.08 and a fifty-two week high of $102.77.

Marvell Technology (NASDAQ:MRVL) last issued its earnings results on Thursday, March 5th. The semiconductor company reported $0.80 EPS for the quarter, beating the consensus estimate of $0.79 by $0.01. The firm had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.21 billion. Marvell Technology had a net margin of 32.58% and a return on equity of 14.22%. The business’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 earnings per share. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. As a group, sell-side analysts anticipate that Marvell Technology will post 0.91 EPS for the current year.

Marvell Technology Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Friday, April 10th will be paid a $0.06 dividend. The ex-dividend date of this dividend is Friday, April 10th. This represents a $0.24 annualized dividend and a dividend yield of 0.2%. Marvell Technology’s dividend payout ratio (DPR) is currently 7.79%.

Insider Activity

In other news, EVP Mark Casper sold 5,000 shares of the business’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $93.08, for a total value of $465,400.00. Following 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 at the SEC website. Also, CEO Matthew J. Murphy sold 30,000 shares of the company’s stock in a transaction dated Thursday, March 26th. The stock was sold at an average price of $98.70, for a total value of $2,961,000.00. Following the transaction, the chief executive officer directly owned 310,106 shares of the company’s stock, valued at $30,607,462.20. This represents a 8.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 79,414 shares of company stock worth $7,850,479 over the last three months. Corporate insiders own 0.33% of the company’s stock.

Hedge Funds Weigh In On Marvell Technology

Several hedge funds have recently made changes to their positions in MRVL. Laurel Wealth Advisors LLC bought a new stake in shares of Marvell Technology in the fourth quarter worth $25,000. Jessup Wealth Management Inc bought a new position in Marvell Technology in the fourth quarter valued at $25,000. Cherry Tree Wealth Management LLC bought a new position in Marvell Technology in the fourth quarter valued at $26,000. Atlantic Edge Private Wealth Management LLC increased its stake in Marvell Technology by 160.0% in the 3rd quarter. Atlantic Edge Private Wealth Management LLC now owns 325 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 200 shares during the last quarter. Finally, MidFirst Bank acquired a new stake in Marvell Technology in the 4th quarter valued at $28,000. 83.51% of the stock is owned by institutional investors.

Key Stories Impacting Marvell Technology

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

• Positive Sentiment: Nvidia announces a $2 billion stake and partnership to integrate Marvell into its AI infrastructure (NVLink Fusion) and collaborate on silicon photonics — a direct validation of Marvell’s role in AI networking and a potential multi‑year revenue tailwind. Nvidia invests $2bn in chipmaker Marvell to boost AI networking
• Positive Sentiment: Bank of America raises its Marvell price target to $125, citing the strategic Nvidia collaboration as a catalyst for faster AI‑driven growth and higher TAM assumptions. Analyst upgrades are amplifying buying momentum. Marvell (MRVL) Surges 13% as Bank of America Lifts Target to $125 on Nvidia Deal
• Positive Sentiment: Wall Street and ETF flows are reacting: multiple analysts have raised targets and ETFs with Marvell exposure saw inflows, reinforcing momentum and raising short‑term liquidity/demand for the stock. Marvell Stock (MRVL) Soars 13% as Nvidia Tie-Up Supports “Continued Strong Growth”
• Neutral Sentiment: Earlier fiscal results and guidance (Q4 beat, solid data‑center outlook) set the backdrop for the rally — the Nvidia deal is layering on top of already positive fundamentals rather than coming from a weak base. Keep watching guidance changes in quarterly filings for confirmation. Marvell’s Growth Story Just Changed
• Negative Sentiment: Some near‑term caution: recent insider sales and profit‑taking after a sharp run have weighed at times, and routine insider transactions have been highlighted by the market as a possible near‑term headwind. Monitor insider filings and any dilution or deal terms disclosure from the Nvidia transaction. Marvell slides 3.9% as investors digest insider sale and recent AI-driven run-up

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.