Bouvel Investment Partners LLC Purchases 70,424 Shares of Marvell Technology, Inc. $MRVL

Bouvel Investment Partners LLC acquired a new position in Marvell Technology, Inc. (NASDAQ:MRVL) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 70,424 shares of the semiconductor company’s stock, valued at approximately $18,607,000. Marvell Technology comprises about 4.4% of Bouvel Investment Partners LLC’s investment portfolio, making the stock its biggest position.

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

Insider Buying and Selling at Marvell Technology

In related news, COO Chris Koopmans sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $180.50, for a total transaction of $1,805,000.00. Following the completion of the sale, the chief operating officer owned 227,941 shares of the company’s stock, valued at $41,143,350.50. This trade represents a 4.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Justin Scarpulla sold 1,100 shares of the company’s stock in a transaction on Thursday, October 8th. The shares were sold at an average price of $273.59, for a total value of $300,949.00. Following the transaction, the chief accounting officer directly owned 909 shares in the company, valued at approximately $248,693.31. The trade was a 54.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 46,100 shares of company stock worth $10,205,174. 0.12% of the stock is owned by insiders.

Marvell Technology News Roundup

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

• Positive Sentiment: Majorly higher long-term outlook: Marvell raised its fiscal 2028 revenue target to $20 billion, including $18 billion from data-center operations. Management expects AI connectivity, optics and custom silicon to drive growth, while targeting 44%–46% operating margins by fiscal 2031 and free-cash-flow margins above 36%. Marvell: A Strong Buy With a $90 Billion Opportunity
• Positive Sentiment: AI product momentum: Marvell introduced its second-generation Structera X CXL 3.2 memory expanders, designed to increase memory capacity and performance for AI inference systems. It also launched a 3.2T protocol-aware retimer and a second-generation 1.6T active electrical-cable DSP, addressing rising bandwidth requirements in AI clusters. Marvell Unveils Second-generation Structera X
• Positive Sentiment: Potential hyperscaler upside: Microsoft’s Maia 300 AI-chip program could support future Marvell custom-silicon and networking demand. A new collaboration with Microsoft and Oracle to standardize data-center hardware security also strengthens Marvell’s position with cloud customers. Marvell Stock Is on a Bad Run but Microsoft’s New AI Chips Can Revive It
• Neutral Sentiment: Analyst support: Several recent reports characterize MRVL as a leading AI-infrastructure opportunity, and Wall Street upgrades cite its networking, security and custom-chip exposure. The bullish case centers on a potential $90 billion opportunity, but much of that upside depends on execution and future customer ramps. Wall Street Upgrades AI Stocks
• Negative Sentiment: Valuation and profit-taking risks: MRVL has risen more than 200% in 2026 and trades at a high earnings multiple, prompting questions about whether future growth is already priced in. Shares recently weakened despite new product launches as investors reduced exposure across AI-chip stocks. Marvell Is Up 214% in 2026
• Negative Sentiment: Sector pressure and insider selling: Broader weakness in Nvidia, Broadcom and other AI semiconductors has weighed on MRVL, while a recent sale of approximately $301,000 in stock by Marvell’s chief accounting officer adds a minor sentiment headwind. Why AI Chip Stocks Extended Losses

Marvell Technology Price Performance

NASDAQ MRVL traded up $2.87 during trading hours on Tuesday, reaching $268.73. 18,343,685 shares of the stock traded hands, compared to its average volume of 27,563,473. The company has a debt-to-equity ratio of 0.27, a current ratio of 3.17 and a quick ratio of 2.62. The stock has a 50 day simple moving average of $238.65 and a two-hundred day simple moving average of $212.76. Marvell Technology, Inc. has a 1 year low of $70.68 and a 1 year high of $329.88. The company has a market cap of $235.65 billion, a price-to-earnings ratio of 88.69, a price-to-earnings-growth ratio of 8.21 and a beta of 2.26.

Marvell Technology (NASDAQ:MRVL) last posted its quarterly earnings results 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 firm had revenue of $2.74 billion for the quarter, compared to the consensus estimate 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 was up 36.5% compared to the same quarter last year. During the same period last year, the firm posted $0.67 earnings per share. Marvell Technology has set its Q3 2027 guidance at 1.050-1.150 EPS. On average, analysts predict that Marvell Technology, Inc. will post 3.05 EPS for the current fiscal year.

Marvell Technology Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 29th. Shareholders of record on Friday, October 9th will be paid a dividend of $0.06 per share. The ex-dividend date of this dividend is Friday, October 9th. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.1%. Marvell Technology’s dividend payout ratio (DPR) is currently 7.92%.

Analyst Ratings Changes

Several research firms recently weighed in on MRVL. Craig Hallum restated a “buy” rating and set a $380.00 price target on shares of Marvell Technology in a report on Wednesday, October 7th. Benchmark reissued a “buy” rating on shares of Marvell Technology in a research report on Monday, August 24th. Needham & Company LLC raised their target price on Marvell Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a research report on Wednesday, October 7th. HC Wainwright restated a “buy” rating on shares of Marvell Technology in a research note on Tuesday, August 25th. Finally, TD Cowen raised shares of Marvell Technology from a “hold” rating to a “buy” rating and raised their price objective for the stock from $245.00 to $350.00 in a report on Wednesday, October 7th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $320.82.

Marvell Technology Company Profile

Marvell Technology, Inc (NASDAQ: MRVL) is a fabless semiconductor company that develops technologies for data infrastructure. Its products are used to move, process, store and secure data across cloud data centers, enterprise networks, telecommunications systems, automotive platforms and other communications applications.

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