12,139 Shares of Marvell Technology, Inc. $MRVL Bought by 180 Wealth Advisors LLC

Key Points

• 180 Wealth Advisors opened a new position in Marvell Technology, buying 12,139 shares worth about $3.21 million in the third quarter. Institutional investors and hedge funds collectively own 83.51% of the company.
• Marvell’s latest reported quarter modestly beat expectations, with EPS of $0.94 and revenue of $2.74 billion, up 36.5% year over year. Analysts’ consensus rating is “Moderate Buy,” with an average price target of $300.85.
• Investors are weighing AI-data-center growth opportunities against risks surrounding Marvell’s proposed all-stock Lumentum acquisition, including potential dilution, deal cost, and execution uncertainty.

180 Wealth Advisors LLC bought a new stake in Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 12,139 shares of the semiconductor company's stock, valued at approximately $3,207,000.

A number of other large investors have also modified their holdings of the stock. Investment Research & Advisory Group Inc. acquired a new position in shares of Marvell Technology during the third quarter worth $25,000. Sawyer & Company Inc purchased a new position in Marvell Technology in the third quarter valued at about $26,000. Sunrise Financial Services LLC acquired a new stake in Marvell Technology during the 3rd quarter valued at approximately $26,000. WPG Advisers LLC acquired a new stake in Marvell Technology during the 3rd quarter valued at approximately $26,000. Finally, REAP Financial Group LLC acquired a new stake in Marvell Technology during the 3rd quarter valued at approximately $26,000. Institutional investors and hedge funds own 83.51% of the company's stock.

Marvell Technology News Roundup

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

• Positive Sentiment: Investors rotated back into beaten-down AI chip stocks, helping Marvell recover. Coverage characterized the move as a rebound after the recent tech-sector rout. What's Going On With Marvell Technology Stock Friday?
• Positive Sentiment: Marvell’s AI networking business is benefiting from demand for data-center connectivity. Separately, Zacks Research modestly raised several longer-term EPS forecasts, supporting the growth outlook. MRVL's Networking Business Grows on the Back of AI
• Neutral Sentiment: The proposed all-stock acquisition of Lumentum would add optical technology for AI data centers, potentially addressing a key connectivity bottleneck. The strategic opportunity is substantial, but investors are weighing it against its cost and execution risks. Marvell Is Betting $115 Billion on 1 of AI's Biggest Bottlenecks
• Negative Sentiment: The Lumentum deal has fueled concerns about shareholder dilution and whether Marvell is paying too much. Because it is an all-stock offer, its value moves with Marvell’s share price; closing is not expected until the first half of 2028 and requires regulatory approval. Marvell's Lumentum Offer and Deal Risks
• Negative Sentiment: Broader uncertainty over AI regulation and possible data-center construction restrictions is weighing on the sector, since slower infrastructure buildouts could temper demand for Marvell’s networking products. Why Marvell Stock Is Falling Today

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. UBS Group reaffirmed a "buy" rating on shares of Marvell Technology in a research report on Tuesday. Arete Research upgraded Marvell Technology to a "strong-buy" rating in a research note on Friday, October 16th. Rosenblatt Securities reissued a "buy" rating and set a $300.00 price target on shares of Marvell Technology in a research report on Friday, October 30th. Wells Fargo & Company dropped their price target on shares of Marvell Technology from $365.00 to $285.00 and set an "overweight" rating for the company in a research note on Tuesday, November 3rd. Finally, Benchmark reaffirmed a "buy" rating on shares of Marvell Technology in a report on Monday, August 24th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $300.85.

Marvell Technology Stock Performance

MRVL stock opened at $141.20 on Friday. 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 has a market cap of $123.82 billion, a P/E ratio of 46.60, a P/E/G ratio of 4.22 and a beta of 2.32. Marvell Technology, Inc. has a 12-month low of $70.68 and a 12-month high of $329.88. The stock's 50 day simple moving average is $234.31 and its 200 day simple moving average is $184.23.

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

Marvell Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, October 29th. Investors of record on Friday, October 9th were issued a $0.06 dividend. The ex-dividend date of this dividend was Friday, October 9th. This represents a $0.24 annualized dividend and a dividend yield of 0.2%. Marvell Technology's dividend payout ratio (DPR) is 7.92%.

Insider Buying and Selling

In related news, COO Chris Koopmans sold 10,000 shares of the company's stock in a transaction on Monday, November 2nd. The stock was sold at an average price of $186.97, for a total transaction of $1,869,700.00. Following the completion of the transaction, the chief operating officer directly owned 202,800 shares in the company, valued at $37,917,516. This represents a 4.70% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Justin Scarpulla sold 1,100 shares of the stock in a transaction on Thursday, October 8th. The stock was sold at an average price of $273.59, for a total value of $300,949.00. Following the completion of the sale, the chief accounting officer directly owned 909 shares in the company, valued at $248,693.31. This represents a 54.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 57,285 shares of company stock worth $12,901,763. Company insiders own 0.12% of the company's stock.

About Marvell Technology

Marvell Technology is a fabless semiconductor company that develops data infrastructure chips and related technologies. Its products include networking and Ethernet chips, storage controllers, processors, optical and connectivity solutions, and custom silicon used in data centers, carrier networks, enterprise systems, and other applications.

The company's products help move, store, process, and secure data across cloud and telecommunications infrastructure. Marvell serves customers around the world, including equipment makers and technology companies that incorporate its semiconductors into their systems.

Founded in 1995, Marvell grew through product development and acquisitions to build a broad portfolio of infrastructure technologies.

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