Marvell TechnologyMRVL
MRVL
About: Marvell Technology is a fabless chip designer focused on wired networking, where it has the second-highest market share. Marvell serves the data center, carrier, enterprise, automotive, and consumer end markets with processors, optical and copper transceivers, switches, and storage controllers.
Employees: 6,577
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 20 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
15% more repeat investments, than reductions
Existing positions increased: 434 | Existing positions reduced: 376
2% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 119
4% less capital invested
Capital invested by funds: $55.8B [Q2] → $53.3B (-$2.46B) [Q3]
1% less funds holding
Funds holding: 1,097 [Q2] → 1,084 (-13) [Q3]
5.02% less ownership
Funds ownership: 90.21% [Q2] → 85.2% (-5.02%) [Q3]
17% less funds holding in top 10
Funds holding in top 10: 30 [Q2] → 25 (-5) [Q3]
28% less call options, than puts
Call options by funds: $1.45B | Put options by funds: $2.03B
Research analyst outlook
20 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$110
12%
downside
Avg. target
$128
3%
upside
High target
$150
20%
upside
20 analyst ratings
18 positive
90%
2 neutral
10%
0 negative
0%
Barclays Blayne Curtis 52% 1-year accuracy 24 / 46 met price target | 20%upside $150 | Overweight Maintained | 17 Jan 2025 |
Wells Fargo Aaron Rakers 69% 1-year accuracy 24 / 35 met price target | 12%upside $140 | Overweight Maintained | 13 Jan 2025 |
Goldman Sachs Toshiya Hari 62% 1-year accuracy 69 / 112 met price target | 5%upside $131 | Buy Maintained | 10 Jan 2025 |
Craig-Hallum Christian Schwab 66% 1-year accuracy 25 / 38 met price target | 19%upside $149 | Buy Maintained | 6 Jan 2025 |
Stifel Tore Svanberg 65% 1-year accuracy 30 / 46 met price target | 4%upside $130 | Buy Maintained | 6 Jan 2025 |
Financial journalist opinion
Based on 42 articles about MRVL published over the past 30 days
Positive
Seeking Alpha
8 hours ago
Marvell Technology: A High-Growth AI Powerhouse Heading Into 2025
Marvell Technology stands out as a leader in the transition to custom silicon AI, offering efficient and cost-effective solutions. With data center products comprising 73% of Q3 revenue and a 98% YoY growth in this segment, Marvell's focus on AI and can benefit from it significantly. While trading at a premium valuation (P/E of 80x), Marvell's strong growth prospects and narrowing valuation gap compared to peers suggest significant upside potential.
Positive
Zacks Investment Research
3 days ago
Technology Sector Is Set to Stay as Safe Haven in 2025: 5 Top Picks
Despite overvaluation, the technology sector will remain buoyant in the long term supported by its relentless innovative power. Five AI-Centric stocks to buy are: NVDA, AVGO, QCOM, INOD, MRVL.
Positive
Zacks Investment Research
4 days ago
5 U.S. Giants to Buy With Robust EPS Estimate Revision in Last 30 Days
Five high-flying U.S. corporate giants with top Zacks Rank have seen solid EPS Estimate Revision in Last 30 Days. These are: AMZN, COIN, MRVL, TRV, UAL.
Positive
Zacks Investment Research
4 days ago
Marvell Technology, Inc. (MRVL) is Attracting Investor Attention: Here is What You Should Know
Marvell (MRVL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Neutral
PRNewsWire
4 days ago
Marvell Technology, Inc. To Host Investor Day
SANTA CLARA, Calif. , Jan. 16, 2025 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced it will host its Investor Day in New York City in the morning of Tuesday, June 10, 2025, with presentations from Chairman and CEO Matt Murphy and the senior leadership team.
Positive
Benzinga
5 days ago
Nordea, Parisi Gray, Graypoint Load Up On Marvell Technology Shares, IAIM Dilutes 98% In Q4: Here's What MRVL's Technical Analysis Says
Wealth management companies have loaded up on Marvell Technology Inc.'s MRVL shares in the fourth quarter as it achieved a significant milestone with its new chip. Technical analysis of daily moving averages indicates a strong bullish uptrend.
Positive
Invezz
6 days ago
These 2 AI chip stocks could outperform Nvidia in 2025: should you invest now?
Nvidia has turned into more of an obsession for investors in search of outsized returns. The artificial intelligence darling contributed the most to the S&P 500's overall returns in 2024 – and NVDA remains a great pick for this year too “on the precipice of the Blackwell ramp,” according to Jefferies analyst Blayne Curtis.
Positive
Barrons
6 days ago
The 3 Best Chip Stocks to Buy for 2025, According to an Analyst
Broadcom is Jefferies' top pick among chip stocks.
Positive
Seeking Alpha
6 days ago
Marvell's Inflection Is Here - Fade The Rally Before Buying
It is apparent that MRVL's AI monetization is merely delayed compared to its early-winner chip peers, as observed in the FQ3'25 data center revenue growth by +98.1% YoY. Much of the tailwinds are also attributed to its 5Y multi-generational partnership with AMZN AWS across custom AI and networking products, as the hyperscaler guides higher FY2025 capex spending. These developments may have led to the raised consensus forward estimates, along with MRVL's eye-watering stock price rally by +103.5% since the August 2024 bottom.
Positive
Seeking Alpha
6 days ago
Marvell Likely To Upgrade Its $2.5B AI Revenue Target
Marvell Technology is poised to exceed its $1.5 billion AI revenue target for FY25, driven by strong demand from hyperscaler customers like Amazon. The company is targeting $2.5 billion in FY26AI revenues, implying a 66% y/y growth, supported by new product launches and industry partnerships with strong scope for an upgrade . Marvell's valuation remains attractive at ~53x FY26 EBITDA, especially compared to its peers, making it a favorable buy for investors.
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