BDF Gestion Acquires 13,040 Shares of Marvell Technology, Inc. $MRVL

BDF Gestion bought a new position in Marvell Technology, Inc. (NASDAQ:MRVL) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 13,040 shares of the semiconductor company’s stock, valued at approximately $3,445,000.

Several other hedge funds also recently made changes to their positions in the company. BlackRock Inc. increased its position in Marvell Technology by 34.1% during the 2nd quarter. BlackRock Inc. now owns 85,641,174 shares of the semiconductor company’s stock worth $25,511,649,000 after purchasing an additional 21,798,190 shares during the period. State Street Corp lifted its holdings in shares of Marvell Technology by 79.3% in the 2nd quarter. State Street Corp now owns 41,834,272 shares of the semiconductor company’s stock valued at $12,462,011,000 after buying an additional 18,495,866 shares during the period. Bank of America Corp DE acquired a new stake in shares of Marvell Technology in the 2nd quarter valued at approximately $2,607,795,000. Legal & General Group Plc purchased a new stake in shares of Marvell Technology in the second quarter valued at approximately $1,742,526,000. Finally, Bank of New York Mellon Corp boosted its stake in shares of Marvell Technology by 153.3% in the second quarter. Bank of New York Mellon Corp now owns 7,957,985 shares of the semiconductor company’s stock valued at $2,370,604,000 after buying an additional 4,815,725 shares in the last quarter. Institutional investors and hedge funds own 83.51% of the company’s stock.

Key Marvell Technology News

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

• Positive Sentiment: AI-related stocks, including Marvell, are participating in a broader market rebound. The investment case centers on Marvell’s exposure to custom AI accelerators, data-center infrastructure, networking and connectivity products. One analyst commentary views the recent selloff as a potential buying opportunity because it appears out of proportion to the company’s underlying growth prospects. Marvell buying opportunity article
• Positive Sentiment: Interest in custom silicon is strengthening. Marvell recently reported revenue growth of 36.5% year over year, slightly exceeded quarterly earnings and revenue expectations, and guided to approximately $1.05–$1.15 in quarterly EPS. Its long-term AI and data-center opportunity remains a key reason many analysts maintain bullish ratings. Broadcom versus Marvell custom silicon article
• Neutral Sentiment: Analyst sentiment remains broadly favorable, with a consensus “Moderate Buy” rating and an average target price of $327.36. However, the stock’s elevated valuation—about 79 times earnings—leaves MRVL particularly sensitive to changes in growth expectations. Analyst views on Marvell
• Neutral Sentiment: Insiders Matthew Murphy and Sandeep Bharathi sold shares, but the transactions were made under pre-arranged Rule 10b5-1 plans to cover tax obligations on vested equity awards. The sales therefore provide limited evidence of deteriorating business conditions. Marvell insider transaction
• Negative Sentiment: Broadcom’s warning about the enormous capital required for AI infrastructure has revived concerns that hyperscalers could moderate spending or demand better returns. The custom-chip market also faces a potential supply crunch and intense competition, creating execution risk for Marvell. Broadcom AI capital-spending warning

Marvell Technology Price Performance

Marvell Technology stock traded up $13.76 during trading hours on Monday, hitting $241.59. The stock had a trading volume of 9,804,998 shares, compared to its average volume of 27,417,393. Marvell Technology, Inc. has a 1-year low of $70.68 and a 1-year high of $329.88. The stock has a market capitalization of $211.85 billion, a price-to-earnings ratio of 79.57, a PEG ratio of 6.79 and a beta of 2.26. The stock’s fifty day moving average is $241.14 and its two-hundred day moving average is $217.01. The company has a debt-to-equity ratio of 0.27, a current ratio of 3.17 and a quick ratio of 2.62.

Marvell Technology (NASDAQ:MRVL) last released its quarterly earnings data on Thursday, August 27th. The semiconductor company reported $0.94 EPS for the quarter, topping the consensus estimate of $0.93 by $0.01. The business had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.72 billion. Marvell Technology had a net margin of 27.93% and a return on equity of 13.57%. The business’s revenue for the quarter was up 36.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.67 EPS. Marvell Technology has set its Q3 2027 guidance at 1.050-1.150 EPS. As a group, analysts predict that Marvell Technology, Inc. will post 3.05 earnings per share for the current fiscal year.

Marvell Technology Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 29th. Stockholders of record on Friday, October 9th will be given a $0.06 dividend. The ex-dividend date is Friday, October 9th. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. Marvell Technology’s dividend payout ratio is currently 7.92%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on MRVL shares. HC Wainwright reaffirmed a “buy” rating on shares of Marvell Technology in a report on Tuesday, August 25th. Royal Bank Of Canada raised their target price on Marvell Technology from $360.00 to $425.00 and gave the company an “outperform” rating in a report on Wednesday, October 7th. Wells Fargo & Company boosted their target price on shares of Marvell Technology from $310.00 to $365.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 7th. Rosenblatt Securities upped their price target on shares of Marvell Technology from $240.00 to $300.00 and gave the stock a “buy” rating in a research note on Tuesday, August 25th. Finally, Needham & Company LLC increased their price target on shares of Marvell Technology from $300.00 to $400.00 and gave the company a “buy” rating in a report on Wednesday, October 7th. Two research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $327.36.

Insider Buying and Selling at Marvell Technology

In other news, CAO Justin Scarpulla sold 1,100 shares of the firm’s stock in a transaction that occurred on Thursday, October 8th. The shares were sold at an average price of $273.59, for a total transaction of $300,949.00. Following the completion of the transaction, the chief accounting officer directly owned 909 shares of the company’s stock, valued at $248,693.31. This trade represents a 54.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, COO Chris Koopmans sold 10,000 shares of Marvell Technology stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $262.05, for a total value of $2,620,500.00. Following the transaction, the chief operating officer owned 207,941 shares of the company’s stock, valued at $54,490,939.05. This represents a 4.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 57,285 shares of company stock valued at $12,837,063 over the last three months. Company insiders own 0.12% of the company’s stock.

About Marvell Technology

Marvell Technology, Inc (NASDAQ: MRVL) is a semiconductor company that develops infrastructure solutions for data centers, telecommunications networks, enterprise systems, automotive applications and other connected markets. Its products are designed to support the movement, processing, storage and security of data across complex computing and communications environments.

The company’s portfolio includes data-processing and networking processors, custom application-specific integrated circuits, Ethernet switches and controllers, storage controllers, connectivity products, and electro-optics solutions.