Roth Capital Has Positive Forecast for MRVL Q2 Earnings

Marvell Technology, Inc. (NASDAQ:MRVL) – Equities researchers at Roth Capital lifted their Q2 2026 earnings per share (EPS) estimates for shares of Marvell Technology in a report released on Wednesday, December 4th. Roth Capital analyst S. Desilva now anticipates that the semiconductor company will post earnings per share of $0.43 for the quarter, up from their previous estimate of $0.37. The consensus estimate for Marvell Technology’s current full-year earnings is $0.78 per share.

MRVL has been the subject of a number of other research reports. Rosenblatt Securities lifted their price target on Marvell Technology from $120.00 to $140.00 and gave the company a “buy” rating in a research report on Wednesday. Piper Sandler reaffirmed an “overweight” rating and set a $120.00 price objective (up from $100.00) on shares of Marvell Technology in a research note on Wednesday. Evercore ISI lifted their target price 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. Susquehanna increased their price target on shares of Marvell Technology from $110.00 to $125.00 and gave the company a “positive” rating in a research report on Wednesday. Finally, Stifel Nicolaus reiterated a “buy” rating and issued a $125.00 price objective (up from $114.00) on shares of Marvell Technology in a research report on Wednesday. Three equities research analysts have rated the stock with a hold rating and twenty-four have given a buy rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $119.04.

Marvell Technology Price Performance

Marvell Technology stock opened at $113.51 on Friday. The business has a fifty day moving average price of $86.09 and a 200-day moving average price of $75.59. Marvell Technology has a one year low of $50.56 and a one year high of $119.88. The firm has a market capitalization of $100.59 billion, a P/E ratio of -66.77, a PEG ratio of 5.11 and a beta of 1.46. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.79 and a quick ratio of 1.26.

Institutional Trading of Marvell Technology

Several hedge funds have recently modified their holdings of MRVL. Davidson Kempner Capital Management LP raised 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 valued at $17,482,000 after purchasing an additional 52,365 shares in the last quarter. Braun Stacey Associates Inc. purchased a new stake in shares of Marvell Technology during the 3rd quarter valued at about $16,435,000. Charles Schwab Investment Management Inc. lifted its holdings in shares of Marvell Technology by 2.1% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 3,261,887 shares of the semiconductor company’s stock valued at $235,247,000 after acquiring an additional 66,654 shares during the last quarter. Diversified Trust Co purchased a new position in Marvell Technology in the second quarter worth about $932,000. Finally, Silicon Valley Capital Partners increased its stake in Marvell Technology by 254.6% during the third quarter. Silicon Valley Capital Partners now owns 32,978 shares of the semiconductor company’s stock worth $2,378,000 after acquiring an additional 23,678 shares during the last quarter. 83.51% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Marvell Technology

In related news, CEO Matthew J. Murphy sold 6,000 shares of the stock in a transaction dated Monday, September 16th. The stock was sold at an average price of $73.29, for a total transaction of $439,740.00. Following the completion of the sale, the chief executive officer now owns 208,915 shares in the company, valued at approximately $15,311,380.35. This trade represents a 2.79 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Willem A. Meintjes sold 1,500 shares of Marvell Technology stock in a transaction that occurred on Monday, September 16th. The shares were sold at an average price of $73.87, for a total transaction of $110,805.00. Following the sale, the chief financial officer now owns 111,753 shares in the company, valued at approximately $8,255,194.11. The trade was a 1.32 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 267,000 shares of company stock worth $20,899,260. 0.33% of the stock is owned by company insiders.

Marvell Technology Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 31st. Stockholders of record on Friday, October 11th were given a dividend of $0.06 per share. The ex-dividend date was Friday, October 11th. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.21%. Marvell Technology’s payout ratio is currently -14.12%.

Marvell Technology Company Profile

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.