4,484 Shares in Marvell Technology, Inc. $MRVL Bought by Whalen Wealth Management Inc.

Whalen Wealth Management Inc. bought a new stake in Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 4,484 shares of the semiconductor company's stock, valued at approximately $1,336,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. D.B. Root & Company LLC bought a new position in shares of Marvell Technology during the second quarter worth about $273,000. Safeguard Investment Advisory Group LLC bought a new stake in Marvell Technology in the 2nd quarter valued at about $466,000. Tairen Capital Ltd bought a new stake in Marvell Technology in the 2nd quarter valued at about $86,054,000. Anther Capital Ltd acquired a new position in Marvell Technology during the 2nd quarter valued at about $1,603,000. Finally, Infrastructure Capital Advisors LLC acquired a new position in Marvell Technology during the 2nd quarter valued at about $875,000. Institutional investors and hedge funds own 83.51% of the company's stock.

More Marvell Technology News

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

• Positive Sentiment: Google agreement strengthens the AI investment case. Marvell’s expanded commercial relationship with Google involves custom AI silicon, while a warrant gives Google the right to purchase up to 58.97 million MRVL shares at $206.58 each, potentially providing as much as $12.2 billion in capital and reinforcing expectations for substantial future demand. Marvell Earnings Are Coming. Google Agreement Likely to Be Biggest Talking Point.
• Positive Sentiment: Analysts remain constructive. Wells Fargo raised its price target to $310, and JPMorgan identified Marvell as a top semiconductor pick, citing demand for custom AI chips, optical connectivity and data-center networking. The company’s latest reported quarter showed revenue growth of 27.6% year over year to $2.42 billion, with quarterly EPS of $0.80. Marvell Technology has nearly tripled in 2026. Wells Fargo says there are more gains ahead
• Neutral Sentiment: Thursday’s earnings are the immediate catalyst. Investors want details on Google-related revenue potential, custom-ASIC demand, margins and forward guidance. Options activity indicates traders expect an unusually large post-earnings move, increasing near-term volatility. Here's How Much Traders Expect Marvell Stock to Move After Earnings
• Negative Sentiment: Valuation has made the stock vulnerable to profit-taking. After a roughly 170% year-to-date rally, MRVL trades at a high earnings multiple, leaving investors demanding strong results and an upbeat outlook to justify the premium. The recent pullback reflects “sell the news” behavior following the Google announcement and caution before earnings.
• Negative Sentiment: Broader semiconductor weakness added pressure. The sector was lower, while concerns remain about competition from Broadcom, execution risk in custom AI chips and potential share dilution from Google’s warrant. These risks are especially important because expectations for Marvell’s AI growth are already high. Marvell Falls Ahead of August 27 Earnings

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. DA Davidson set a $225.00 price target on shares of Marvell Technology in a research note on Tuesday, August 18th. Compass Point set a $190.00 price objective on Marvell Technology in a research report on Tuesday, May 26th. Evercore reissued an "outperform" rating and issued a $155.00 price objective on shares of Marvell Technology in a report on Tuesday, May 19th. Susquehanna lifted their target price on Marvell Technology from $100.00 to $230.00 and gave the company a "positive" rating in a research note on Tuesday, May 26th. Finally, Raymond James Financial reiterated a "strong-buy" rating on shares of Marvell Technology in a research report on Wednesday, August 19th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $255.55.

Marvell Technology Stock Down 3.3%

MRVL stock opened at $229.29 on Tuesday. The firm's 50-day moving average is $232.14 and its two-hundred day moving average is $172.77. The company has a market capitalization of $200.58 billion, a price-to-earnings ratio of 78.52, a price-to-earnings-growth ratio of 1.48 and a beta of 2.24. Marvell Technology, Inc. has a 52 week low of $61.44 and a 52 week high of $329.88. The company has a current ratio of 3.28, a quick ratio of 2.66 and a debt-to-equity ratio of 0.27.

Marvell Technology (NASDAQ:MRVL - Get Free Report) last posted its quarterly earnings data on Wednesday, May 27th. The semiconductor company reported $0.80 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.80. Marvell Technology had a net margin of 28.99% and a return on equity of 13.83%. The business had revenue of $2.42 billion during the quarter, compared to analysts' expectations of $2.41 billion. During the same period last year, the firm posted $0.62 earnings per share. The business's revenue was up 27.6% on a year-over-year basis. Marvell Technology has set its Q2 2027 guidance at 0.880-0.980 EPS. On average, analysts forecast that Marvell Technology, Inc. will post 3.07 earnings per share for the current fiscal year.

Marvell Technology Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, July 30th. Stockholders of record on Friday, July 10th were given a dividend of $0.06 per share. The ex-dividend date was Friday, July 10th. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. Marvell Technology's dividend payout ratio (DPR) is 8.22%.

Insider Transactions at Marvell Technology

In other news, insider Sandeep Bharathi sold 2,231 shares of the business's stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $299.13, for a total value of $667,359.03. Following the sale, the insider owned 55,530 shares of the company's stock, valued at approximately $16,610,688.90. The trade was a 3.86% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, COO Chris Koopmans sold 10,000 shares of the company's stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $180.50, for a total value 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 approximately $41,143,350.50. This trade represents a 4.20% 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. Insiders have sold a total of 41,981 shares of company stock valued at $9,753,132 in the last quarter. Company insiders own 0.12% of the company's stock.

Marvell Technology Company Profile

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.

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