Zacks Research Analysts Lift Earnings Estimates for MRVL

Marvell Technology, Inc. (NASDAQ:MRVL) – Stock analysts at Zacks Research upped their Q4 2025 earnings per share estimates for Marvell Technology in a report issued on Tuesday, December 17th. Zacks Research analyst R. Department now expects that the semiconductor company will earn $0.43 per share for the quarter, up from their previous estimate of $0.30. The consensus estimate for Marvell Technology’s current full-year earnings is $0.89 per share. Zacks Research also issued estimates for Marvell Technology’s Q1 2026 earnings at $0.38 EPS, Q2 2026 earnings at $0.44 EPS, Q3 2026 earnings at $0.50 EPS, Q4 2026 earnings at $0.55 EPS, FY2026 earnings at $1.88 EPS, Q2 2027 earnings at $0.61 EPS, Q3 2027 earnings at $0.69 EPS and FY2027 earnings at $2.63 EPS.

Several other equities analysts have also recently commented on MRVL. Stifel Nicolaus reaffirmed a “buy” rating and set a $125.00 price objective (up previously from $114.00) on shares of Marvell Technology in a research note on Wednesday, December 4th. Oppenheimer lifted their price objective on Marvell Technology from $110.00 to $125.00 and gave the company an “outperform” rating in a research note on Wednesday, December 4th. Wells Fargo & Company boosted their price objective on Marvell Technology from $110.00 to $130.00 and gave the stock an “overweight” rating in a report on Wednesday, December 4th. B. Riley raised their target price on shares of Marvell Technology from $105.00 to $135.00 and gave the company a “buy” rating in a research note on Wednesday, December 4th. Finally, Evercore ISI boosted their price target on shares of Marvell Technology from $98.00 to $122.00 and gave the stock an “outperform” rating in a research note on Monday, December 2nd. Three analysts have rated the stock with a hold rating and twenty-four have assigned a buy rating to the stock. According to data from MarketBeat.com, Marvell Technology has a consensus rating of “Moderate Buy” and an average price target of $119.04.

Marvell Technology Price Performance

MRVL opened at $109.11 on Friday. The company has a market capitalization of $94.41 billion, a price-to-earnings ratio of -64.18, a PEG ratio of 3.72 and a beta of 1.46. The company has a quick ratio of 1.11, a current ratio of 1.60 and a debt-to-equity ratio of 0.30. The firm has a 50-day moving average price of $93.17 and a 200-day moving average price of $77.87. Marvell Technology has a twelve month low of $53.19 and a twelve month high of $126.15.

Marvell Technology Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 30th. Shareholders of record on Friday, January 10th will be given a dividend of $0.06 per share. This represents a $0.24 annualized dividend and a yield of 0.22%. The ex-dividend date of this dividend is Friday, January 10th. Marvell Technology’s dividend payout ratio is currently -14.12%.

Insider Buying and Selling at Marvell Technology

In other news, CEO Matthew J. Murphy bought 13,000 shares of Marvell Technology stock in a transaction on Monday, October 14th. The stock was acquired at an average price of $77.63 per share, with a total value of $1,009,190.00. Following the completion of the acquisition, the chief executive officer now directly owns 221,915 shares of the company’s stock, valued at $17,227,261.45. The trade was a 6.22 % increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, insider Muhammad Raghib Hussain sold 150,000 shares of the business’s stock in a transaction that occurred on Tuesday, October 15th. The stock was sold at an average price of $80.50, for a total value of $12,075,000.00. Following the sale, the insider now owns 694,487 shares of the company’s stock, valued at $55,906,203.50. The trade was a 17.76 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 175,000 shares of company stock worth $14,444,745. Insiders own 0.33% of the company’s stock.

Institutional Trading of Marvell Technology

Several large investors have recently bought and sold shares of MRVL. Davidson Kempner Capital Management LP boosted its stake in Marvell Technology by 26.5% during the second quarter. Davidson Kempner Capital Management LP now owns 250,000 shares of the semiconductor company’s stock worth $17,482,000 after buying an additional 52,365 shares during the last quarter. Braun Stacey Associates Inc. purchased a new stake in shares of Marvell Technology in the 3rd quarter valued at approximately $16,435,000. Charles Schwab Investment Management Inc. increased its holdings in shares of Marvell Technology by 2.1% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 3,261,887 shares of the semiconductor company’s stock worth $235,247,000 after buying an additional 66,654 shares during the last quarter. Nomura Asset Management Co. Ltd. lifted its holdings in Marvell Technology by 23.0% in the third quarter. Nomura Asset Management Co. Ltd. now owns 2,862,151 shares of the semiconductor company’s stock valued at $206,418,000 after acquiring an additional 535,203 shares during the last quarter. Finally, Wilmington Savings Fund Society FSB acquired a new stake in Marvell Technology during the third quarter worth $3,432,000. Hedge funds and other institutional investors own 83.51% of the company’s stock.

About Marvell Technology

Marvell Technology, Inc, together with its subsidiaries, provides data infrastructure semiconductor solutions, spanning the data center core to network edge. The company develops and scales complex System-on-a-Chip architectures, integrating analog, mixed-signal, and digital signal processing functionality.