Bank of America price target hike: Social media lit up after Bank of America lifted its price target on Marvell Technology to $200, citing explosive growth in AI networking and optics demand. Traders emphasized the firm's dominance in DSPs and photonic fabrics essential for next-gen data centers. The upgrade underscores expanding opportunities in Ethernet transceivers and CPO technology.
Congressional trade draws attention: Discussions intensified around a U.S. representative's recent purchase of shares, timed ahead of a sharp rally linked to an AI chip collaboration. Posters noted the stock's 64% surge since the buy, viewing it as a potential insider signal amid regulatory oversight debates. Optics firms like Marvell continue to benefit from AI infrastructure tailwinds.
Breakout and index hopes: Enthusiasm built on technical charts showing a multi-year consolidation breakout, with potential S&P 500 inclusion on the horizon. Users highlighted Marvell's role in photonics stacks for AI connectivity alongside peers. Momentum suggests sustained upside in the semiconductor space.
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 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $MRVL stock by insiders over the last 6 months:
- SANDEEP BHARATHI (President, Data Center Group) has made 0 purchases and 2 sales selling 111,306 shares for an estimated $13,143,450.
- MARK CASPER (EVP & Chief Legal Officer) has made 0 purchases and 6 sales selling 41,007 shares for an estimated $4,599,414.
- WILLEM A MEINTJES (Chief Financial Officer) sold 30,000 shares for an estimated $4,020,299
- MATTHEW J MURPHY (Chairman of the Board and CEO) has made 0 purchases and 2 sales selling 37,500 shares for an estimated $3,969,450.
- CHRIS KOOPMANS (President and COO) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $2,730,000.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Marvell Technology Revenue
Marvell Technology had revenues of $2.2B in Q4 2026. This is an increase of 22.08% from the same period in the prior year.
You can track MRVL financials on Quiver Quantitative's MRVL stock page.
You can access data on MRVL stock through the Quiver Quantitative API.
Marvell Technology Congressional Stock Trading
Members of Congress have traded $MRVL stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $MRVL stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR purchased up to $50,000 on 04/06.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 04/02 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Marvell Technology Hedge Fund Activity
We have seen 775 institutional investors add shares of Marvell Technology stock to their portfolio, and 689 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 5,072,372 shares (+4.2%) to their portfolio in Q4 2025, for an estimated $431,050,172
- BROWN ADVISORY INC removed 4,923,761 shares (-42.0%) from their portfolio in Q4 2025, for an estimated $418,421,209
- MILLENNIUM MANAGEMENT LLC added 4,671,036 shares (+573.9%) to their portfolio in Q4 2025, for an estimated $396,944,639
- BLACKROCK, INC. added 4,036,492 shares (+6.7%) to their portfolio in Q1 2026, for an estimated $399,814,532
- FIL LTD removed 3,703,901 shares (-29.2%) from their portfolio in Q4 2025, for an estimated $314,757,506
- LAZARD ASSET MANAGEMENT LLC removed 3,473,448 shares (-54.3%) from their portfolio in Q4 2025, for an estimated $295,173,611
- JANE STREET GROUP, LLC added 3,100,999 shares (+65.5%) to their portfolio in Q4 2025, for an estimated $263,522,895
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Marvell Technology Analyst Ratings
Wall Street analysts have issued reports on $MRVL in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Benchmark issued a "Buy" rating on 03/31/2026
- Rosenblatt issued a "Buy" rating on 02/03/2026
- RBC Capital issued a "Outperform" rating on 01/15/2026
- Melius Research issued a "Buy" rating on 01/05/2026
- Susquehanna issued a "Positive" rating on 11/25/2025
- UBS issued a "Buy" rating on 11/24/2025
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 28 analysts offer price targets for $MRVL in the last 6 months, with a median target of $130.0.
Here are some recent targets:
- Timothy Arcuri from UBS set a target price of $195.0 on 05/04/2026
- Tore Svanberg from Stifel set a target price of $140.0 on 04/16/2026
- Rick Schafer from Oppenheimer set a target price of $170.0 on 04/15/2026
- Craig Ellis from B. Riley Securities set a target price of $156.0 on 04/13/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $120.0 on 04/09/2026
- Thomas O'Malley from Barclays set a target price of $150.0 on 04/09/2026
- Cody Acree from Benchmark set a target price of $130.0 on 03/31/2026
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.
