Gerber Kawasaki Wealth & Investment Management Acquires New Holdings in Marvell Technology, Inc. $MRVL

Gerber Kawasaki Wealth & Investment Management bought a new stake in Marvell Technology, Inc. (NASDAQ:MRVL) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 20,137 shares of the semiconductor company’s stock, valued at approximately $1,693,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Intech Investment Management LLC boosted its holdings in shares of Marvell Technology by 3.9% during the 1st quarter. Intech Investment Management LLC now owns 28,784 shares of the semiconductor company’s stock valued at $1,772,000 after acquiring an additional 1,085 shares in the last quarter. Atlantic Union Bankshares Corp acquired a new position in Marvell Technology in the 2nd quarter worth about $93,000. Savant Capital LLC raised its position in Marvell Technology by 21.6% in the second quarter. Savant Capital LLC now owns 52,902 shares of the semiconductor company’s stock valued at $4,095,000 after purchasing an additional 9,388 shares during the last quarter. Wedbush Securities Inc. raised its position in Marvell Technology by 13.2% in the second quarter. Wedbush Securities Inc. now owns 15,533 shares of the semiconductor company’s stock valued at $1,202,000 after purchasing an additional 1,810 shares during the last quarter. Finally, AE Wealth Management LLC boosted its stake in shares of Marvell Technology by 64.7% during the second quarter. AE Wealth Management LLC now owns 69,950 shares of the semiconductor company’s stock valued at $5,414,000 after purchasing an additional 27,476 shares in the last quarter. Institutional investors own 83.51% of the company’s stock.

Marvell Technology Price Performance

Shares of MRVL opened at $92.65 on Tuesday. Marvell Technology, Inc. has a 1 year low of $47.08 and a 1 year high of $102.77. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.64. The company has a market capitalization of $80.72 billion, a price-to-earnings ratio of 30.08, a price-to-earnings-growth ratio of 0.74 and a beta of 1.97. The business has a 50-day moving average of $81.44 and a 200-day moving average of $82.27.

Marvell Technology (NASDAQ:MRVL) last announced its earnings results on Thursday, March 5th. The semiconductor company reported $0.80 EPS for the quarter, beating the consensus estimate of $0.79 by $0.01. The business had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.21 billion. Marvell Technology had a return on equity of 14.40% and a net margin of 32.58%.The firm’s revenue was up 22.1% on a year-over-year basis. During the same period in the prior year, the business posted $0.60 earnings per share. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. As a group, equities research analysts anticipate that Marvell Technology, Inc. will post 0.91 earnings per share for the current year.

Marvell Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 29th. Stockholders of record on Friday, January 9th were paid a $0.06 dividend. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Friday, January 9th. Marvell Technology’s dividend payout ratio is currently 7.79%.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. UBS Group boosted their price target on Marvell Technology from $115.00 to $120.00 and gave the stock a “buy” rating in a report on Monday, February 23rd. HSBC began coverage on shares of Marvell Technology in a report on Monday, November 24th. They issued a “hold” rating and a $85.00 price objective for the company. Royal Bank Of Canada boosted their target price on shares of Marvell Technology from $105.00 to $115.00 and gave the stock an “outperform” rating in a report on Monday, March 2nd. KGI Securities upgraded shares of Marvell Technology from a “neutral” rating to an “outperform” rating and set a $110.00 price target for the company in a research report on Friday. Finally, Summit Insights raised shares of Marvell Technology from a “hold” rating to a “buy” rating in a research note on Wednesday, December 3rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $117.24.

More Marvell Technology News

Here are the key news stories impacting Marvell Technology this week:

• Positive Sentiment: Beat-and-raise earnings: Q4 beat revenue and EPS expectations and management lifted FY2027/FY2028 guidance sharply, citing 40% FY2027 data‑center growth and large AI design wins — a primary driver of the rally. Marvell’s Big Earnings Win Could Be the Start of Something Bigger
• Positive Sentiment: Product & capacity push for hyperscale AI: Marvell launched 1.6Tb ZR/ZR+ optical interconnects and proprietary 2nm DSPs for AI/cloud networking and is expanding manufacturing to meet demand — reinforces the revenue mix shift into high‑growth AI connectivity. Marvell Targets Hyperscale AI With 1.6 Terabit Optical Push
• Positive Sentiment: Analyst upgrades and higher price targets: Multiple firms have upgraded MRVL or raised targets after the results (Benchmark, BofA, KGI and several price‑target bumps reported), providing buy‑side validation and support. Marvell Technology (NASDAQ:MRVL) Upgraded at Benchmark
• Positive Sentiment: Positive media/celebrity endorsement: Jim Cramer and several bullish writeups are highlighting the company as an AI growth story and “hidden gem,” which can amplify retail/inflow into the stock. Jim Cramer on Marvell: “It Was a Quarter Where Management Made a Much More Credible Case That Its AI-Related Revenue Base Is Simply Exploding”
• Neutral Sentiment: Industry comparisons: MRVL appears on lists of potential “next Nvidia” AI plays, attracting attention but also elevating expectations (not a valuation endorsement). 5 AI Stocks That Could Be the Next Nvidia — Before Wall Street Figures It Out
• Neutral Sentiment: Unusual options activity noted post‑earnings — can signal speculative positioning that increases short‑term volatility. Marvell Technology Target of Unusually High Options Trading (NASDAQ:MRVL)
• Negative Sentiment: Competitive / sell‑side caution: Morgan Stanley favored Broadcom as its top AI chip play for 2026, highlighting competition and alternative capital flows away from Marvell. Morgan Stanley Picks Broadcom Over Marvell — Calls It “Top AI Chip Play” for 2026
• Negative Sentiment: Valuation and macro risks: Commentary notes MRVL’s premium valuation after the rally and broader market headwinds (rising yields, oil) that could pressure high‑growth semiconductors. MRVL Surges 18.4% Post Q4 Earnings: Time to Hold or Fold the Stock?

Insider Buying and Selling at Marvell Technology

In other news, EVP Mark Casper sold 5,000 shares of the stock in a transaction on Monday, January 5th. The shares were sold at an average price of $93.08, for a total transaction of $465,400.00. Following the completion of the sale, the executive vice president directly owned 19,418 shares in the company, valued at $1,807,427.44. This represents a 20.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.33% of the stock is currently owned by company insiders.

Marvell Technology Profile

Marvell Technology Group is a global semiconductor company that designs and develops integrated circuits and related software for data infrastructure, networking, storage and connectivity markets. The company’s product portfolio includes system-on-chip (SoC) solutions, Ethernet physical-layer transceivers (PHYs), switch and switch silicon, optical interconnect components, storage controllers, and security processors. Marvell’s technology is used to enable high-performance data centers, carrier networks, enterprise and cloud storage, as well as connectivity in automotive and industrial applications.

Founded in 1995 and headquartered in Santa Clara, California, Marvell has grown through both organic development and strategic acquisitions to broaden its capabilities across networking and data interconnect.