Acquisition Buzz: Marvell Technology is sparking intense conversation on X due to reports of a potential $5 billion acquisition of Celestial AI, a photonics startup. Many view this as a strategic step to bolster Marvell’s position in AI and data center solutions. This news has fueled excitement ahead of the company’s recent earnings report.
Earnings Reaction: Following Marvell’s Q3 earnings release, discussions on X highlight mixed reactions to the results and future guidance. Some express optimism about the company’s data center growth, while others note disappointment in certain financial metrics. The stock’s volatile movement post-earnings keeps the debate lively.
Competitive Concerns: Recent reports of Microsoft potentially shifting custom chip business to Broadcom have stirred concern on X about Marvell’s market position. Posts also mention fears of losing Amazon’s design business, adding to the uncertainty. These developments have sparked a wave of critical commentary among followers.
Note: This discussion summary was generated from an AI condensation of post data.
Marvell Technology Insider Trading Activity
Marvell Technology insiders have traded $MRVL stock on the open market 7 times in the past 6 months. Of those trades, 4 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $MRVL stock by insiders over the last 6 months:
- MATTHEW J MURPHY (Chairman of the Board and CEO) purchased 13,600 shares for an estimated $1,048,424
- CHRIS KOOPMANS (President and COO) purchased 6,800 shares for an estimated $530,604
- WILLEM A MEINTJES (Chief Financial Officer) has made 1 purchase buying 3,400 shares for an estimated $265,302 and 1 sale selling 1,500 shares for an estimated $102,780.
- SANDEEP BHARATHI (President, Data Center Group) purchased 3,400 shares for an estimated $265,302
- MARK CASPER (EVP & Chief Legal Officer) sold 3,000 shares for an estimated $217,049
- PANTEHA DIXON (Chief Accounting Officer) sold 1,283 shares for an estimated $87,885
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Marvell Technology Revenue
Marvell Technology had revenues of $2.1B in Q3 2026. This is an increase of 36.83% from the same period in the prior year.
You can track MRVL financials on Quiver Quantitative's MRVL stock page.
Marvell Technology Congressional Stock Trading
Members of Congress have traded $MRVL stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $MRVL stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE JAMES COMER sold up to $15,000 on 07/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Marvell Technology Hedge Fund Activity
We have seen 749 institutional investors add shares of Marvell Technology stock to their portfolio, and 728 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 17,244,465 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $1,334,721,591
- VANGUARD GROUP INC added 15,166,976 shares (+23.5%) to their portfolio in Q3 2025, for an estimated $1,275,087,672
- JANUS HENDERSON GROUP PLC removed 12,081,985 shares (-85.0%) from their portfolio in Q3 2025, for an estimated $1,015,732,478
- BROWN ADVISORY INC removed 9,127,910 shares (-43.8%) from their portfolio in Q3 2025, for an estimated $767,383,393
- FMR LLC added 6,917,495 shares (+6.0%) to their portfolio in Q3 2025, for an estimated $581,553,804
- AMERIPRISE FINANCIAL INC added 6,217,952 shares (+59.7%) to their portfolio in Q3 2025, for an estimated $522,743,224
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 5,494,392 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $425,265,940
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Marvell Technology Analyst Ratings
Wall Street analysts have issued reports on $MRVL in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 12/03/2025
- Susquehanna issued a "Positive" rating on 11/25/2025
- UBS issued a "Buy" rating on 11/24/2025
- Oppenheimer issued a "Outperform" rating on 10/10/2025
- Deutsche Bank issued a "Buy" rating on 09/25/2025
- Needham issued a "Buy" rating on 09/25/2025
- Evercore ISI Group issued a "Outperform" rating on 08/29/2025
To track analyst ratings and price targets for Marvell Technology, check out Quiver Quantitative's $MRVL forecast page.
Marvell Technology Price Targets
Multiple analysts have issued price targets for $MRVL recently. We have seen 27 analysts offer price targets for $MRVL in the last 6 months, with a median target of $120.0.
Here are some recent targets:
- Atif Malik from Citigroup set a target price of $114.0 on 12/05/2025
- Christopher Rolland from Susquehanna set a target price of $120.0 on 12/03/2025
- Kevin Cassidy from Rosenblatt set a target price of $120.0 on 12/03/2025
- Suji Desilva from Roth Capital set a target price of $135.0 on 12/03/2025
- Craig Ellis from B. Riley Securities set a target price of $130.0 on 12/03/2025
- Blayne Curtis from Jefferies set a target price of $120.0 on 12/03/2025
- Harlan Sur from JP Morgan set a target price of $130.0 on 12/03/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
