Roth Capital Lifts Earnings Estimates for Marvell Technology

Marvell Technology, Inc. (NASDAQ:MRVL) – Research analysts at Roth Capital raised their FY2025 EPS estimates for Marvell Technology in a note issued to investors on Wednesday, December 4th. Roth Capital analyst S. Desilva now forecasts that the semiconductor company will post earnings of $0.91 per share for the year, up from their prior forecast of $0.78. The consensus estimate for Marvell Technology’s current full-year earnings is $0.89 per share. Roth Capital also issued estimates for Marvell Technology’s Q4 2025 earnings at $0.42 EPS, Q1 2026 earnings at $0.40 EPS, Q3 2026 earnings at $0.49 EPS, Q4 2026 earnings at $0.53 EPS and FY2026 earnings at $1.84 EPS.

Other equities analysts have also issued research reports about the stock. Wells Fargo & Company boosted their price objective on shares of Marvell Technology from $110.00 to $130.00 and gave the company an “overweight” rating in a research report on Wednesday, December 4th. Evercore ISI boosted their price objective on shares of Marvell Technology from $98.00 to $122.00 and gave the company an “outperform” rating in a research report on Monday, December 2nd. Morgan Stanley upped their price target on shares of Marvell Technology from $82.00 to $102.00 and gave the stock an “equal weight” rating in a research report on Wednesday, December 4th. Stifel Nicolaus reaffirmed a “buy” rating and set a $125.00 price target (up previously from $114.00) on shares of Marvell Technology in a research report on Wednesday, December 4th. Finally, Craig Hallum upped their price target on shares of Marvell Technology from $88.00 to $132.00 and gave the stock a “buy” rating in a research report on Wednesday, December 4th. Three analysts have rated the stock with a hold rating and twenty-four have given a buy rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $119.04.

Marvell Technology Stock Performance

NASDAQ:MRVL opened at $106.68 on Monday. The firm has a 50 day simple moving average of $87.51 and a 200-day simple moving average of $76.04. The company has a debt-to-equity ratio of 0.30, a current ratio of 1.60 and a quick ratio of 1.11. The firm has a market cap of $92.31 billion, a PE ratio of -62.75, a P/E/G ratio of 3.79 and a beta of 1.46. Marvell Technology has a 1-year low of $52.89 and a 1-year high of $119.88.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the stock. True Wealth Design LLC raised its holdings in shares of Marvell Technology by 1,481.8% during the third quarter. True Wealth Design LLC now owns 348 shares of the semiconductor company’s stock worth $25,000 after purchasing an additional 326 shares during the period. Quarry LP acquired a new stake in shares of Marvell Technology during the second quarter worth $32,000. Strategic Investment Solutions Inc. IL acquired a new stake in shares of Marvell Technology during the second quarter worth $32,000. Whittier Trust Co. raised its holdings in shares of Marvell Technology by 74.5% during the third quarter. Whittier Trust Co. now owns 492 shares of the semiconductor company’s stock worth $35,000 after purchasing an additional 210 shares during the period. Finally, Goodman Advisory Group LLC acquired a new stake in shares of Marvell Technology during the third quarter worth $37,000. 83.51% of the stock is currently owned by institutional investors.

Insider Activity

In other Marvell Technology news, CFO Willem A. Meintjes sold 1,500 shares of the stock in a transaction 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 transaction, the chief financial officer now directly owns 111,753 shares in the company, valued at $8,255,194.11. This represents a 1.32 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Mark Casper sold 2,500 shares of the stock in a transaction on Tuesday, October 1st. The shares were sold at an average price of $70.83, for a total transaction of $177,075.00. Following the transaction, the executive vice president now owns 22,494 shares in the company, valued at $1,593,250.02. This trade represents a 10.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 267,000 shares of company stock worth $20,899,260. 0.33% of the stock is currently owned by company insiders.

Marvell Technology Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, October 31st. Stockholders of record on Friday, October 11th were paid a $0.06 dividend. The ex-dividend date of this dividend was Friday, October 11th. This represents a $0.24 annualized dividend and a dividend yield of 0.22%. Marvell Technology’s dividend payout ratio (DPR) is presently -14.12%.

About Marvell Technology

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.