ANALYST-UPGRADE ·Filed Sep 23, 2026
Seaport Global initiates coverage on MRVL at Buy
Latest settled — T+5d
MRVL ▼ -0.14% at T+5d
LONG call ✗ call lost -0.14% · α vs SPY -0.27% · entry $260.90 → $260.54
T+1d
-0.75%
call -0.75% · α -0.67%
$258.95
settled 8d ago
T+5d
-0.14%
call -0.14% · α -0.27%
$260.54
settled 2d ago
T+20d
—
call — · α —
—
in 19d
T+60d
—
call — · α —
—
in 3mo
Price Chart
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Executive Summary
Seaport Global initiates coverage on MRVL at Buy
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
43 (86%)
Hold
7
Sell / Strong Sell
0
Total Analysts
42
Mean PT
$289.56
Median PT
$289.50
High PT
$400.00
Low PT
$210.00
Current Price
$262.36
Implied Upside
+10.4%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-09-23 | Seaport Global | initiate | Buy | $270.00 |
| 2026-09-21 | Morgan Stanley | maintain | Equal-Weight | $268.00 |
| 2026-09-10 | Piper Sandler | initiate | Overweight | $270.00 |
| 2026-08-28 | Craig-Hallum | maintain | Buy | $300.00 |
| 2026-08-28 | B. Riley Securities | maintain | Buy | $315.00 |
| 2026-08-28 | TD Cowen | maintain | Hold | $245.00 |
| 2026-08-28 | Oppenheimer | maintain | Outperform | $325.00 |
| 2026-08-28 | Morgan Stanley | maintain | Equal-Weight | $246.00 |
| 2026-08-28 | Rosenblatt | maintain | Buy | $300.00 |
| 2026-08-28 | Cantor Fitzgerald | reiterate | Neutral | $300.00 |
Firm Track Record — Seaport Global
Seaport Global accuracy: 51% on 239 calls | avg return: 1.5%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Deutsche Bank | 67% | 2/3 | -4.9% | top tier |
| Evercore ISI Group | 57% | 4/7 | 2.2% | above average |
| Cantor Fitzgerald | 57% | 4/7 | 10.2% | above average |
| Needham | 56% | 5/9 | 1.3% | above average |
| Morgan Stanley | 56% | 5/9 | 0.6% | above average |
| Loop Capital | 50% | 2/4 | -1.9% | below average |
| Oppenheimer | 50% | 3/6 | 0.8% | below average |
| Wells Fargo | 50% | 3/6 | -5.5% | below average |
| Raymond James | 50% | 1/2 | -0.4% | below average |
| Benchmark | 50% | 4/8 | 3.1% | below average |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $4.21 | $3.92 — $4.61 | $12.1B | ↑27 ↓0 |
| +1y | $6.76 | $6.22 — $8.09 | $18.2B | ↑31 ↓0 |
| 0q | $1.10 | $1.08 — $1.13 | $3.1B | ↑25 ↓0 |
| +1q | $1.36 | $1.25 — $1.48 | $3.7B | ↑29 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Congressional
Ro Khanna (democrat) — buy $1,001 - $15,000
Congressional
Gilbert Cisneros (democrat) — buy $1,001 - $15,000
Congressional
Ro Khanna (democrat) — buy $15,001 - $50,000
Institutional
MANUFACTURERS LIFE INSURANCE COMPANY, THE — trim (-31.5%)
Institutional
CITADEL ADVISORS LLC — trim (-52.3%)
Institutional
Corient Private Wealth LP — doubled (794.1%)
Short Interest
Short: 7,497,024 | Exempt: 17,730 | TRF Vol: 13,357,415 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Investment Themes
Artificial IntelligenceSemiconductors
Documents Analyzed
Report based on filing metadata.
31 reports for MRVL
91% Hit rate best @ T+60▲ +145.40%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 23, 2026 9d ago | ANALYST-UPGRADE | $260.90 $260.54 | ▼ −0.14% | ▼ −0.27% | $268.08 (+2.75%) |
Sep 10, 2026 21d ago | ANALYST-UPGRADE | $226.96 $240.76 | ▲ +6.08% | ▲ +6.58% | $268.08 (+18.12%) |
Sep 1, 2026 4w ago | 144 | $206.45 $226.96 | ▲ +9.94% | ▲ +10.89% | $268.08 (+29.85%) |
Aug 21, 2026 6w ago | ANALYST-UPGRADE | $237.04 $216.62 | ▼ −8.61% | ▼ −9.09% | $268.08 (+13.09%) |
Aug 19, 2026 6w ago | 8-K | $237.27 $245.11 | ▲ +3.30% | ▲ +3.69% | $268.08 (+12.99%) |
Aug 17, 2026 6w ago | 144 | $216.00 $240.38 | ▲ +11.29% | ▲ +11.49% | $268.08 (+24.11%) |
Jul 17, 2026 11w ago | Insider Cluster | $188.68 $209.32 | ▲ +10.94% | ▲ +11.63% | $268.08 (+42.08%) |
Jun 25, 2026 14w ago | 8-K | $266.77 $245.29 | ▼ −8.05% | ▼ −10.22% | $268.08 (+0.49%) |
Jun 23, 2026 14w ago | 144 | $276.70 $272.05 | ▼ −1.68% | ▼ −3.39% | $268.08 (−3.12%) |
Jun 17, 2026 15w ago | Insider Cluster | $310.58 $281.26 | ▼ −9.44% | ▼ −7.77% | $268.08 (−13.68%) |
Showing 10 of 31
US Market Status
Market Open — Closes in 6h 30m
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