Nasdaq· Semiconductors & Related Devices· Inc. DE· CIK 0001835632

MRVL

Marvell Technology, Inc.
$268.08 ▲ +1.46%
Prev close $264.21
Market cap$230.9B
ConsensusStrong Buy
12-mo target$290.97 (+8.5%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)29 New Institutional Positions21 Institutional ExitsCongressional Activity (3) Artificial IntelligenceSemiconductors
Snapshot
The big-picture read on MRVL right now — valuation, ownership and activity at a glance.
Market Cap
$230.9B
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (86%)
Inst. Holders
50 funds
Inst. Value
$179.5B
Inst. Activity
29 buys / 21 sells
Insider Activity
$0.00 buy / $16.1M sell
Insider Net $
-$16.1M
Social Sentiment
49° Neutral
SEC Reports
20
Congressional
7 trades
Price chart 30d +29.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 Insider
Koopmans Chris sold 10,000 shares
President and COO @ $262.05 ($2.6M)
Sep 23, 2026 SEC
Seaport Global initiates coverage on MRVL at Buy
ANALYST-UPGRADE — Impact 4/10
Sep 15, 2026 Insider
MURPHY MATTHEW J sold 7,500 shares
Chairman of the Board and CEO @ $223.39 ($1.7M)
Sep 15, 2026 Insider
Durn Daniel surrendered for taxes 3,408 shares
Chief Financial Officer @ $221.70 ($755.6K)
Sep 10, 2026 SEC
Piper Sandler initiates MRVL at Overweight — PT $270 (+14.9%)
ANALYST-UPGRADE — Impact 4/10
Sep 8, 2026 ftd
FTD: MRVL — 21,413 shares ($4.8M) failed to deliver
Settlement: 20260908, Price: $223.55, FTD Value: $4,786,876.15, MARVELL TECHNOLOGY INC
Aug 21, 2026 SEC
BMO Capital initiates MRVL at Outperform — PT $250 (flat vs current)
ANALYST-UPGRADE — Impact 4/10
Aug 7, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Analyst ratings buy % +14.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 86% rate it Buy or better · 50 analysts
Strong Buy 13 26% Buy 30 60% Hold 7 14% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 23, 2026Seaport GlobalINITIATEBuy 51%
Sep 21, 2026Morgan StanleyMAINTAINEqual-Weight 55%
Sep 10, 2026Piper SandlerINITIATEOverweight 54%
Aug 28, 2026Craig-HallumMAINTAINBuy 54%
Aug 28, 2026B. Riley SecuritiesMAINTAINBuy 54%
Aug 28, 2026TD CowenMAINTAINHold 56%
Aug 28, 2026OppenheimerMAINTAINOutperform 52%
Aug 28, 2026Morgan StanleyMAINTAINEqual-Weight 55%
Aug 28, 2026RosenblattMAINTAINBuy 54%
Aug 28, 2026Cantor FitzgeraldREITERATENeutral 49%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026133070086%
Aug 1, 2026132970086%
Jul 1, 2026133070086%
Jun 1, 2026132970086%
May 1, 2026132980084%
Apr 1, 2026132890082%
Mar 1, 20261127130075%
Feb 1, 20261126140073%
Price targets
Where 43 covering analysts think MRVL trades over the next 12 months.
$290.97 +8.5% upside Buy
Current$268.08 Low$210.00 Median$284.00 High$400.00 43 analysts
$210.00$400.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood -20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
49°
Neutral
BearishNeutralBullish
34 mentions 8 bullish 9 bearish 17 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 6 bullish, 0 bearish, 0 mixed, 14 neutral · avg impact 3.1/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 8, 2026
ftd
FTD: MRVL — 21,413 shares ($4.8M) failed to deliver
Settlement: 20260908, Price: $223.55, FTD Value: $4,786,876.15, MARVELL TECHNOLOGY INC
Sep 7, 2026
dark_pool
Dark Pool: MRVL — 13.5M shares, 255,596 trades
Week starting 2026-09-07. Total ATS volume: 13,452,374 shares across 255,596 trades.
Aug 31, 2026
short_interest_report
Short Interest: MRVL up 34% to 38.2M shares
Settlement 2026-08-31 | Days to cover: 1.35 | ≈4.35% of shares outstanding (est.)
Aug 31, 2026
ftd
FTD: MRVL — 14,201 shares ($3.1M) failed to deliver
Settlement: 20260831, Price: $216.62, FTD Value: $3,076,220.62, MARVELL TECHNOLOGY INC
Aug 31, 2026
dark_pool
Dark Pool: MRVL — 15.9M shares, 302,852 trades
Week starting 2026-08-31. Total ATS volume: 15,935,836 shares across 302,852 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$1.10$1.08–$1.1344.7%-0.1%25↑ 1↓$3.1B34
Next Q$1.36$1.25–$1.4869.5%+0.0%28↑ 0↓$3.7B33
Current FY$4.21$3.92–$4.6148.3%+0.3%32↑ 1↓$12.1B40
Next FY$6.77$6.22–$8.0960.7%+1.0%33↑ 1↓$18.2B42
Current-quarter EPS estimate — revision history
WhenEPS estimateChange 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
Institutional ownership
Which big funds own MRVL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $179.5B total value (603,512,820 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.85,641,174$25.5B14.2%ADD +34.1%
VANGUARD CAPITAL MANAGEMENT LLC57,898,902$17.2B9.6%ADD +48.1%
FMR LLC56,933,063$17.0B9.5%TRIM -56.6%
STATE STREET CORP41,834,272$12.5B6.9%ADD +79.3%
Invesco Ltd.30,285,653$9.0B5.0%—
GEODE CAPITAL MANAGEMENT, LLC21,126,096$6.3B3.5%ADD +67.9%
VANGUARD PORTFOLIO MANAGEMENT LLC21,015,501$6.3B3.5%TRIM -36.7%
JANE STREET GROUP, LLC18,213,200$5.4B3.0%NEAR_EXIT -87.7%
SUSQUEHANNA INTERNATIONAL GROUP, LLP17,293,600$5.2B2.9%—
GOLDMAN SACHS GROUP INC14,700,948$4.4B2.4%ADD +30.7%
Recent position changes
FundActionPrevCurrentChangeValue
BlackRock, Inc.ADD63,842,98485,641,174+34.1%$25.5B
VANGUARD CAPITAL MANAGEMENT LLCADD39,105,22557,898,902+48.1%$17.2B
FMR LLCTRIM131,255,67056,933,063-56.6%$17.0B
STATE STREET CORPADD23,338,40641,834,272+79.3%$12.5B
GEODE CAPITAL MANAGEMENT, LLCADD12,584,55221,126,096+67.9%$6.3B
VANGUARD PORTFOLIO MANAGEMENT LLCTRIM33,218,11121,015,501-36.7%$6.3B
GOLDMAN SACHS GROUP INCADD11,248,02714,700,948+30.7%$4.4B
NORGES BANKNEW—14,201,483—$4.2B
JPMORGAN CHASE & CODOUBLED5,816,67213,891,628+138.8%$3.9B
AMERIPRISE FINANCIAL INCTRIM20,844,6399,096,728-56.4%$2.7B
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$16.1M — $0.00 bought, $16.1M sold.
DateInsiderTitleTypeSharesPriceValue
Oct 1, 2026Koopmans ChrisPresident and COOSELL10,000$262.05$2.6M
Sep 15, 2026MURPHY MATTHEW JChairman of the Board and CEOSELL7,500$223.39$1.7M
Sep 15, 2026Durn DanielChief Financial OfficerTAX W/H3,408$221.70$755.6K
Sep 15, 2026Durn DanielChief Financial OfficerEXERCISE6,469——
Sep 1, 2026Koopmans ChrisPresident and COOSELL10,000$203.27$2.0M
Aug 17, 2026MURPHY MATTHEW JChairman of the Board and CEOSELL7,500$236.08$1.8M
Aug 15, 2026Scarpulla JustinSVP, Chief Accounting OfficerEXERCISE3,166——
Aug 15, 2026Scarpulla JustinSVP, Chief Accounting OfficerTAX W/H1,570$222.02$348.6K
Aug 3, 2026Koopmans ChrisPresident and COOSELL10,000$180.50$1.8M
Jul 16, 2026Bharathi SandeepPresident, Data Center GroupSELL9,013$199.24$1.8M
Congressional trades
MRVL trades disclosed by members of Congress, with disclosure delay.
4 members · 7 buys / 0 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Aug 7, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Marvell Technology IncSep 7, 2026(32d)
Jul 17, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Marvell Technology IncSep 7, 2026(53d)
Jul 7, 2026Ro KhannaDHOUSEBUY$15,001 - $50,000Marvell Technology IncAug 12, 2026(37d)
Jun 5, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Marvell Technology IncJul 8, 2026(34d)
Apr 6, 2026Maria Elvira SalazarRHOUSEBUY$15,001 - $50,000Marvell Technology IncMay 11, 2026(36d)
Apr 2, 2026Byron DonaldsRHOUSEBUY$1,001 - $15,000Marvell Technology IncMay 14, 2026(43d)
Apr 2, 2026Byron DonaldsRHOUSEBUY$1,001 - $15,000Marvell Technology IncMay 14, 2026(43d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MRVL.
Shares short
31,342,713
Settlement Sep 15, 2026
Change vs prior
-17.9%
Semi-monthly cycle
Days to cover
1.7
At avg daily volume
Of shares outstanding
≈3.6%
Estimate — not % of float
All MRVL filing & press-release reports (31)