Landscape Capital Management L.L.C. Raises Stock Position in Marvell Technology, Inc. $MRVL

Key Points

• Landscape Capital increased its stake in Marvell by 131.9% in Q3, acquiring 35,238 shares to hold 61,953 shares worth $5.21 million, and institutional investors now own about 83.51% of the stock.
• Marvell beat Q4 estimates (EPS $0.80 vs. $0.79; revenue $2.22B vs. $2.21B), reported 22.1% revenue growth year‑over‑year, and expanded its 1.6T optical DSP roadmap—news that helped prompt analyst upgrades and a consensus "Moderate Buy" with an average price target of $117.24.
• EVP Mark Casper sold 5,000 shares at an average of $93.08 (a ~20.5% reduction in his holding), a notable insider sale even as institutional buying and analyst optimism continue.

Landscape Capital Management L.L.C. lifted its position in shares of Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) by 131.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 61,953 shares of the semiconductor company's stock after acquiring an additional 35,238 shares during the quarter. Landscape Capital Management L.L.C.'s holdings in Marvell Technology were worth $5,208,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of MRVL. SeaCrest Wealth Management LLC purchased a new position in shares of Marvell Technology in the third quarter valued at $239,000. Rehmann Capital Advisory Group increased its holdings in Marvell Technology by 15.0% during the 3rd quarter. Rehmann Capital Advisory Group now owns 4,858 shares of the semiconductor company's stock valued at $408,000 after acquiring an additional 632 shares in the last quarter. Meridiem Capital Partners LP purchased a new position in Marvell Technology during the 3rd quarter valued at about $31,491,000. South Plains Financial Inc. raised its position in Marvell Technology by 1.6% during the third quarter. South Plains Financial Inc. now owns 8,454 shares of the semiconductor company's stock worth $711,000 after acquiring an additional 130 shares during the last quarter. Finally, Ulland Investment Advisors LLC lifted its holdings in shares of Marvell Technology by 20.0% in the third quarter. Ulland Investment Advisors LLC now owns 1,200 shares of the semiconductor company's stock valued at $101,000 after purchasing an additional 200 shares in the last quarter. 83.51% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Marvell Technology

In related news, EVP Mark Casper sold 5,000 shares of the company's stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $93.08, for a total transaction of $465,400.00. Following the completion of the transaction, the executive vice president owned 19,418 shares of the company's stock, valued at approximately $1,807,427.44. This represents a 20.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.19% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the company. Cantor Fitzgerald restated a "neutral" rating on shares of Marvell Technology in a research report on Friday, March 6th. Melius Research raised Marvell Technology from a "hold" rating to a "buy" rating and set a $135.00 price target for the company in a research report on Monday, January 5th. KGI Securities raised Marvell Technology from a "neutral" rating to an "outperform" rating and set a $110.00 price target for the company in a report on Friday, March 6th. Craig Hallum upped their price objective on Marvell Technology from $141.00 to $164.00 and gave the company a "buy" rating in a research report on Friday, March 6th. Finally, B. Riley Financial reiterated a "buy" rating and set a $135.00 price objective (up from $130.00) on shares of Marvell Technology in a research report on Friday, March 6th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $117.24.

Marvell Technology Trading Up 2.3%

Shares of NASDAQ:MRVL traded up $1.99 during midday trading on Friday, reaching $89.66. The company's stock had a trading volume of 2,626,329 shares, compared to its average volume of 16,815,623. The firm has a market cap of $78.11 billion, a price-to-earnings ratio of 29.10, a price-to-earnings-growth ratio of 0.92 and a beta of 1.97. The business has a 50 day moving average price of $81.73 and a 200 day moving average price of $82.50. Marvell Technology, Inc. has a 1 year low of $47.08 and a 1 year high of $102.77. The company has a quick ratio of 1.64, a current ratio of 2.01 and a debt-to-equity ratio of 0.28.

Marvell Technology (NASDAQ:MRVL - Get Free Report) last issued its quarterly earnings results on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.79 by $0.01. The firm had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.21 billion. Marvell Technology had a return on equity of 14.40% and a net margin of 32.58%.The firm's quarterly revenue was up 22.1% on a year-over-year basis. During the same period last year, the company earned $0.60 EPS. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. Research analysts forecast that Marvell Technology, Inc. will post 0.91 EPS for the current year.

Key Stories Impacting Marvell Technology

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

• Positive Sentiment: Expanded optical roadmap — Marvell announced a major expansion of its 1.6T optical DSP platform (pushing next‑gen 1.6T connectivity beyond 800G), positioning it as a supplier for hyperscale AI data centers. Marvell Ushers In the 1.6T Era with Expanded Optical DSP Platform Portfolio
• Positive Sentiment: OFC showcase and full‑stack connectivity message — Marvell will present an end‑to‑end AI data‑center connectivity portfolio at OFC 2026, reinforcing its role in solving AI data‑traffic bottlenecks. Marvell to Showcase Industry-leading, End-to-End Connectivity Solutions for AI Data Center Infrastructure at OFC 2026
• Positive Sentiment: Earnings beat and strong outlook — Analysts dissecting Marvell’s Q4 noted revenue and EPS beats and management’s bullish data‑center commentary (revenue strength in interconnect/switching/storage), supporting expectations for multi‑year AI-driven growth. The Top 5 Analyst Questions From Marvell Technology’s Q4 Earnings Call
• Positive Sentiment: Analyst and media endorsements — Two five‑star analysts publicly backed Marvell’s optics strategy and high‑profile commentators highlighted Marvell’s data‑center advantages, adding credibility to upside assumptions. Marvell’s Optics Ambitions Set for ‘Pockets of Upside’ — Where Do Analysts See MRVL Stock?
• Neutral Sentiment: Unusual options activity — Heavy and unusual options volume followed Marvell’s upbeat outlook; activity signals strong speculative interest but is ambiguous as to direction. Marvell Technology's Strong Outlook Provokes Huge Unusual Options Trading
• Neutral Sentiment: Increased retail/institutional attention — MRVL has been widely searched and discussed across outlets and social platforms, which can amplify volatility around earnings and product news. Investors Heavily Search Marvell Technology, Inc. (MRVL): Here is What You Need to Know
• Negative Sentiment: Caveats on guidance interpretation — A Seeking Alpha piece flagged that some elements of management’s guidance and cash‑flow dynamics warrant scrutiny, which could temper valuations if underlying assumptions prove aggressive. Marvell: The Guidance Sounds Great Until You Look Under The Hood (Rating Downgrade)

Marvell Technology 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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