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

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

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Cape ANN Savings Bank raised its holdings in shares of Marvell Technology by 2.3% during the second quarter. Cape ANN Savings Bank now owns 2,245 shares of the semiconductor company’s stock valued at $669,000 after purchasing an additional 50 shares during the last quarter. Arlington Trust Co LLC lifted its position in Marvell Technology by 24.1% during the second quarter. Arlington Trust Co LLC now owns 268 shares of the semiconductor company’s stock valued at $80,000 after purchasing an additional 52 shares during the period. GoalVest Advisory LLC boosted its holdings in Marvell Technology by 26.0% in the second quarter. GoalVest Advisory LLC now owns 315 shares of the semiconductor company’s stock worth $94,000 after purchasing an additional 65 shares during the last quarter. Mayflower Financial Advisors LLC grew its position in Marvell Technology by 1.7% in the 1st quarter. Mayflower Financial Advisors LLC now owns 4,109 shares of the semiconductor company’s stock worth $407,000 after purchasing an additional 68 shares during the period. Finally, Bell Investment Advisors Inc grew its position in Marvell Technology by 12.9% in the 1st quarter. Bell Investment Advisors Inc now owns 628 shares of the semiconductor company’s stock worth $62,000 after purchasing an additional 72 shares during the period. Hedge funds and other institutional investors own 83.51% of the company’s stock.

Marvell Technology Stock Performance

Marvell Technology stock traded up $13.76 during trading on Monday, reaching $241.59. The company had a trading volume of 9,804,998 shares, compared to its average volume of 27,417,393. The firm has a market capitalization of $211.85 billion, a price-to-earnings ratio of 79.57, a price-to-earnings-growth ratio of 6.79 and a beta of 2.26. The company has a current ratio of 3.17, a quick ratio of 2.62 and a debt-to-equity ratio of 0.27. The firm’s 50-day simple moving average is $241.14 and its 200 day simple moving average is $217.01. Marvell Technology, Inc. has a 52 week low of $70.68 and a 52 week high of $329.88.

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

Marvell Technology Announces Dividend

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

Trending Headlines about Marvell Technology

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

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. DA Davidson set a $225.00 price target on Marvell Technology in a report on Tuesday, August 18th. Cantor Fitzgerald lifted their price objective on Marvell Technology from $330.00 to $350.00 and gave the stock a “neutral” rating in a report on Wednesday, October 7th. Barclays reaffirmed an “overweight” rating on shares of Marvell Technology in a report on Thursday, August 20th. Benchmark reiterated a “buy” rating on shares of Marvell Technology in a research report on Monday, August 24th. Finally, Jefferies Financial Group increased their target price on Marvell Technology from $325.00 to $450.00 and gave the company a “buy” rating in a report on Tuesday, October 6th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $327.36.

Insider Activity

In other Marvell Technology 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 sale, the chief accounting officer owned 909 shares in the company, valued at approximately $248,693.31. This trade represents a 54.75% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Chris Koopmans sold 10,000 shares of Marvell Technology stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $262.05, for a total transaction of $2,620,500.00. Following the transaction, the chief operating officer directly owned 207,941 shares in the company, valued at $54,490,939.05. This represents a 4.59% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 57,285 shares of company stock valued at $12,837,063. 0.12% of the stock is owned by insiders.

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.