Recent discussions on X about Marvell Technology (MRVL) have centered around the company's latest quarterly earnings report and its disappointing third-quarter revenue outlook. Many users expressed concern over the reported weakness in data center demand, particularly with custom AI chips, which led to a significant premarket drop in the stock price. The sentiment reflects a sense of unease as investors grapple with the gap between high expectations and the company's guidance.
Despite a robust year-over-year revenue increase of nearly 58%, fueled by strong data center sales, the mood on X remains cautious due to broader sector challenges like economic uncertainty and potential tariff impacts. Some users highlighted Marvell's deep collaborations with major tech giants as a potential long-term strength, sparking a mix of hope and skepticism. The conversation continues to evolve as analysts and investors digest the implications of the latest financials.
Note: This discussion summary was generated from an AI condensation of post data.
Marvell Technology Congressional Stock Trading
Members of Congress have traded $MRVL stock 8 times in the past 6 months. Of those trades, 3 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $MRVL stock by members of Congress over the last 6 months:
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE RITCHIE TORRES has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/06 and 1 sale worth up to $15,000 on 07/11.
- REPRESENTATIVE JAMES COMER sold up to $15,000 on 07/03.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 1 purchase worth up to $100,000 on 04/07 and 3 sales worth up to $200,000 on 05/12, 05/08, 03/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Marvell Technology Insider Trading Activity
Marvell Technology insiders have traded $MRVL stock on the open market 15 times in the past 6 months. Of those trades, 1 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $MRVL stock by insiders over the last 6 months:
- CHRIS KOOPMANS (Chief Operating Officer) has made 0 purchases and 3 sales selling 18,000 shares for an estimated $1,193,580.
- MARK CASPER (EVP & Chief Legal Officer) has made 0 purchases and 3 sales selling 16,086 shares for an estimated $940,598.
- WILLEM A MEINTJES (Chief Financial Officer) has made 0 purchases and 4 sales selling 6,000 shares for an estimated $393,150.
- PANTEHA DIXON (Chief Accounting Officer) has made 0 purchases and 4 sales selling 5,238 shares for an estimated $350,335.
- BRAD W BUSS purchased 3,000 shares for an estimated $207,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Marvell Technology Hedge Fund Activity
We have seen 771 institutional investors add shares of Marvell Technology stock to their portfolio, and 760 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
- FMR LLC removed 9,026,726 shares (-7.3%) from their portfolio in Q2 2025, for an estimated $698,668,592
- GOLDMAN SACHS GROUP INC removed 7,924,625 shares (-38.4%) from their portfolio in Q2 2025, for an estimated $613,365,975
- GQG PARTNERS LLC removed 7,264,921 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $447,301,185
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 6,902,182 shares (+89.6%) to their portfolio in Q2 2025, for an estimated $534,228,886
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 6,891,393 shares (+4758.5%) to their portfolio in Q2 2025, for an estimated $533,393,818
- FIL LTD added 6,446,067 shares (+253.1%) to their portfolio in Q2 2025, for an estimated $498,925,585
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 19 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 08/29/2025
- UBS issued a "Buy" rating on 08/29/2025
- Benchmark issued a "Buy" rating on 08/29/2025
- Evercore ISI Group issued a "Outperform" rating on 08/29/2025
- Oppenheimer issued a "Outperform" rating on 08/29/2025
- Needham issued a "Buy" rating on 08/29/2025
- Rosenblatt issued a "Buy" 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 26 analysts offer price targets for $MRVL in the last 6 months, with a median target of $87.5.
Here are some recent targets:
- Aaron Rakers from Wells Fargo set a target price of $90.0 on 08/29/2025
- Thomas O'Malley from Barclays set a target price of $80.0 on 08/29/2025
- Joseph Moore from Morgan Stanley set a target price of $76.0 on 08/29/2025
- Timothy Arcuri from UBS set a target price of $95.0 on 08/29/2025
- Cody Acree from Benchmark set a target price of $95.0 on 08/29/2025
- Mark Lipacis from Evercore ISI Group set a target price of $122.0 on 08/29/2025
- Vivek Arya from B of A Securities set a target price of $78.0 on 08/29/2025
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.
