Market Cap
$231.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Seaport Global | INITIATE | Buy | 51% |
| Sep 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 10, 2026 | Piper Sandler | INITIATE | Overweight | 54% |
| Aug 28, 2026 | Craig-Hallum | MAINTAIN | Buy | 54% |
| Aug 28, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Aug 28, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 28, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 28, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 28, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 28, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 13 | 30 | 7 | 0 | 0 | 86% | |
| Aug 1, 2026 | 13 | 29 | 7 | 0 | 0 | 86% | |
| Jul 1, 2026 | 13 | 30 | 7 | 0 | 0 | 86% | |
| Jun 1, 2026 | 13 | 29 | 7 | 0 | 0 | 86% | |
| May 1, 2026 | 13 | 29 | 8 | 0 | 0 | 84% | |
| Apr 1, 2026 | 13 | 28 | 9 | 0 | 0 | 82% | |
| Mar 1, 2026 | 11 | 27 | 13 | 0 | 0 | 75% | |
| Feb 1, 2026 | 11 | 26 | 14 | 0 | 0 | 73% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.10 | $1.08–$1.13 | 44.7% | -0.1% | 25↑ 1↓ | $3.1B | 34 |
| Next Q | $1.36 | $1.25–$1.48 | 69.5% | +0.0% | 28↑ 0↓ | $3.7B | 33 |
| Current FY | $4.21 | $3.92–$4.61 | 48.3% | +0.3% | 32↑ 1↓ | $12.1B | 40 |
| Next FY | $6.77 | $6.22–$8.09 | 60.7% | +0.8% | 33↑ 1↓ | $18.2B | 42 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.100 | — |
| 7d ago | $1.100 | — |
| 30d ago | $1.101 | -0.001 |
| 60d ago | $1.073 | +0.027 |
| 90d ago | $1.073 | +0.027 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 85,641,174 | $25.5B | 14.2% | ADD +34.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 57,898,902 | $17.2B | 9.6% | ADD +48.1% |
| FMR LLC | 56,933,063 | $17.0B | 9.5% | TRIM -56.6% |
| STATE STREET CORP | 41,834,272 | $12.5B | 6.9% | ADD +79.3% |
| Invesco Ltd. | 30,285,653 | $9.0B | 5.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 21,126,096 | $6.3B | 3.5% | ADD +67.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 21,015,501 | $6.3B | 3.5% | TRIM -36.7% |
| JANE STREET GROUP, LLC | 18,213,200 | $5.4B | 3.0% | NEAR_EXIT -87.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,293,600 | $5.2B | 2.9% | — |
| GOLDMAN SACHS GROUP INC | 14,700,948 | $4.4B | 2.4% | ADD +30.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 63,842,984 | 85,641,174 | +34.1% | $25.5B |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 39,105,225 | 57,898,902 | +48.1% | $17.2B |
| FMR LLC | TRIM | 131,255,670 | 56,933,063 | -56.6% | $17.0B |
| STATE STREET CORP | ADD | 23,338,406 | 41,834,272 | +79.3% | $12.5B |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 12,584,552 | 21,126,096 | +67.9% | $6.3B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | TRIM | 33,218,111 | 21,015,501 | -36.7% | $6.3B |
| GOLDMAN SACHS GROUP INC | ADD | 11,248,027 | 14,700,948 | +30.7% | $4.4B |
| NORGES BANK | NEW | — | 14,201,483 | — | $4.2B |
| JPMORGAN CHASE & CO | DOUBLED | 5,816,672 | 13,891,628 | +138.8% | $3.9B |
| AMERIPRISE FINANCIAL INC | TRIM | 20,844,639 | 9,096,728 | -56.4% | $2.7B |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Koopmans Chris | President and COO | SELL | 10,000 | $262.05 | $2.6M |
| Sep 15, 2026 | MURPHY MATTHEW J | Chairman of the Board and CEO | SELL | 7,500 | $223.39 | $1.7M |
| Sep 15, 2026 | Durn Daniel | Chief Financial Officer | TAX W/H | 3,408 | $221.70 | $755.6K |
| Sep 15, 2026 | Durn Daniel | Chief Financial Officer | EXERCISE | 6,469 | — | — |
| Sep 1, 2026 | Koopmans Chris | President and COO | SELL | 10,000 | $203.27 | $2.0M |
| Aug 17, 2026 | MURPHY MATTHEW J | Chairman of the Board and CEO | SELL | 7,500 | $236.08 | $1.8M |
| Aug 15, 2026 | Scarpulla Justin | SVP, Chief Accounting Officer | EXERCISE | 3,166 | — | — |
| Aug 15, 2026 | Scarpulla Justin | SVP, Chief Accounting Officer | TAX W/H | 1,570 | $222.02 | $348.6K |
| Aug 3, 2026 | Koopmans Chris | President and COO | SELL | 10,000 | $180.50 | $1.8M |
| Jul 16, 2026 | Bharathi Sandeep | President, Data Center Group | SELL | 9,013 | $199.24 | $1.8M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Marvell Technology Inc | Sep 7, 2026(32d) |
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Marvell Technology Inc | Sep 7, 2026(53d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | Marvell Technology Inc | Aug 12, 2026(37d) |
| Jun 5, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Marvell Technology Inc | Jul 8, 2026(34d) |
| Apr 6, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $15,001 - $50,000 | Marvell Technology Inc | May 11, 2026(36d) |
| Apr 2, 2026 | Byron Donalds | R | HOUSE | BUY | $1,001 - $15,000 | Marvell Technology Inc | May 14, 2026(43d) |
| Apr 2, 2026 | Byron Donalds | R | HOUSE | BUY | $1,001 - $15,000 | Marvell Technology Inc | May 14, 2026(43d) |