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Marvell Technology

Marvell Technology

$MRVL
NASDAQSemiconductors

149 stories mentioning Marvell TechnologyUpdated 1d ago

Named among Wallstreetbets-favorite stocks set to decline premarket Wednesday, alongside Micron Technology, as most of those names traded lower.

What are analysts saying about Marvell Technology?

Recent broker actions mentioned in FINWIRES coverage. Compiled from wire headlines; not investment advice.

What's the latest news on Marvell Technology?

Research

Research Alert: CFRA Keeps Buy On Shares Of Marvell Technology - Diversifying Away From Aws

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We up our 12-month target to $170 from $150, on higher revised P/E of 32.5x our CY 27 EPS, near historical and reflects our view of potential upside to forward estimates. According to unconfirmed reports, MRVL is in discussions with Alphabet (GOOGL) to co-develop new AI inference chips, with the partnership targeting two specialized chips: a memory processing unit (MPU) to work alongside GOOGL's existing TPUs and an inference-specific customer silicon TPU. GOOGL aims to complete the MPU design as early as CY 27 before initiating test production, with MRVL expected to provide design services similar to MediaTek's role in Google's "Ironwood" TPU development. Also, this move will not replace GOOGL's largest chip partner, Broadcom (contract just extended to CY 31), but does add a third design partner and enhances supply chain resilience amid constraints. This potential collaboration also builds on MRVL's existing work on GOOGL's Axion ARM CPUs and further diversifies its AI strategy away from being AWS dominant.

$MRVL
Equities

Top Premarket Gainers

Theriva Biologics (TOVX) shares were up 94% in Monday premarket activity, adding to Friday's gain.Compass Pathways (CMPS) stock was 25% higher after the company said over the weekend it commended the White House executive order to accelerate research and access for psychedelic treatments.TopBuild (BLD) shares were up 19%, a day after QXO (QXO) said it agreed to acquire TopBuild for $505 per share in a deal valued at about $17 billion.Marvell Technology (MRVL) stock was 6.3% higher after The Information reported Sunday that Alphabet's (GOOG, GOOGL) Google is negotiating with Marvell to develop two new processors optimized for artificial intelligence inference tasks.Eni (E) shares were up 2% after the company said it has made gas discovery in the Kutei Basin off the coast of Indonesia.

$BLD$CMPS$E$MRVL$TOVX
Equities

Social Buzz: Wallstreetbets Stocks Mostly Lower Premarket Monday; AST SpaceMobile to Fall, Marvell to Rise

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly lower hours before Monday's opening bell.AST SpaceMobile (ASTS) tumbled by 13% premarket, after a 6% decline Friday. The company said the BlueBird 7 satellite was placed into a lower-than-planned orbit during the New Glenn 3 mission and will de-orbited.Strategy (MSTR) was 2.3% lower pre-bell, after closing the previous session with a roughly 12% jump.Rocket Lab (RKLB) was down 1.8% hours before market open, following a 2.3% increase from Friday's session.Nvidia (NVDA) fell by 1.2% in premarket activity, after a 1.7% increase from the previous session.Microsoft (MSFT) declined by 0.9% pre-bell, swinging from a 0.6% increase at Friday's close.Tesla (TSLA) was 0.7% lower in premarket hours, following a 3% gain from the previous session.Antero Midstream (AM) fell by 0.5% in pre-bell activity, following a 0.2% advance from the previous session.Marvell Technology (MRVL) advanced by 7.7% premarket, after a 4.7% rise from Friday's session. Alphabet's (GOOG, GOOGL) Google is negotiating with Marvell Technology to develop two new processors optimized for artificial intelligence inference tasks, The Information reported Sunday, citing two people with knowledge of the discussions.

$AM$ASTS$GOOG$GOOGL$MRVL$MSFT$MSTR$NVDA$RKLB$TSLA
Insider Trading

Marvell Technology Insider Sold Shares Worth $4,020,300, According to a Recent SEC Filing

Willem A Meintjes, Chief Financial Officer, on April 15, 2026, sold 30,000 shares in Marvell Technology (MRVL) for $4,020,300. Following the Form 4 filing with the SEC, Meintjes has control over a total of 230,675 common shares of the company, with 230,675 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1835632/000162828026025578/xslF345X05/wk-form4_1776381447.xml

$MRVL
Insider Trading

Marvell Technology Insider Sold Shares Worth $8,719,372, According to a Recent SEC Filing

Sandeep Bharathi, President, Data Center Group, on April 15, 2026, sold 66,892 shares in Marvell Technology (MRVL) for $8,719,372. Following the Form 4 filing with the SEC, Bharathi has control over a total of 55,199 common shares of the company, with 55,199 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1835632/000162828026025592/xslF345X05/wk-form4_1776386188.xml

$MRVL
Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Marvell Technology

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We up our 12-month target to $150 from $120, on a P/E of 28.7x our CY 2027 EPS of $5.23, within peers but below historical. Our higher target reflects greater conviction and upside potential following the NVIDIA investment as well as view that recent deals will accelerate/better position MRVL to scale up AI initiatives. We are especially excited about the integration of Celestial AI's photonic fabric technology with MRVL's switching portfolio, which creates an end-to-end optical scale-up platform. Celestial AI's CPO revenue alone is projected to reach $500M ARR by end-CY 2027 and double again a year later to over $1B. The NVIDIA partnership centers on the NVLink Fusion Platform, where MRVL will provide its custom XPUs, NVLink Fusion-compatible scale-up networking, and silicon photonics technology. MRVL's custom silicon business is also evolving from a single-program concentration (Amazon) to a diversified portfolio, including a new Tier 1 XPU in FY 28 (Microsoft), with a line of sight to over $2B by FY 29.

$MRVL
Wire

Marvell Seen as "Switzerland of Interconnect" as AI Growth Accelerates, Oppenheimer Says

Marvell Technology (MRVL) is increasingly viewed as a key neutral enabler in AI infrastructure, described as the "Switzerland of interconnect" following investor meetings with management, Oppenheimer said in a Tuesday note.The broker said management struck an unequivocally bullish tone, raising its revenue outlook to more than $11 billion this year from about $9 billion six months ago and projecting revenue of more than $15 billion in 2027, driven by strong data center demand for networking and custom AI ASICs.Oppenheimer said Marvell's AI-driven businesses are growing rapidly, with custom AI ASIC revenue expected to at least double next year to about $4 billion before exceeding $10 billion in 2028.The note added that data center accounts for about 75% of sales and is split roughly 70/30 between networking and ASICs in the near term.The report also said Marvell has broad exposure across copper and optical interconnect technologies, positioning its portfolio across both scale-out and scale-up architectures.Oppenheimer maintained its outperform rating on the stock and raised its price target to $170 from $150.Shares of Marvell Technology were up 2% in Wednesday trading.Price: $136.58, Change: $+2.78, Percent Change: +2.08%

$MRVL
Wire

B. Riley Adjusts Price Target on Marvell Technology to $156 From $135, Maintains Buy Rating

Marvell Technology (MRVL) has an average rating of buy and mean price target of $124.03, according to analysts polled by FactSet.Price: $132.29, Change: $+3.80, Percent Change: +2.96%

$MRVL
Asia Markets

US Equity Futures Flat Pre-Bell as Traders Track Developments in Fragile US-Iran Ceasefire

US equity futures were flat pre-bell Friday as traders were wary of the fragile two-week ceasefire between the US and Iran.Dow Jones Industrial Average futures were 0.1% higher, S&P 500 futures were up 0.2%, and Nasdaq futures were 0.3% higher.The Strait of Hormuz remains shut, while Israel continues to exchange fire with Hezbollah in Lebanon, even with the US-Iran talks scheduled on Saturday morning in Islamabad. Israel has said it would start talks with the Lebanese government targeting to disarm Hezbollah and end attacks in the nation.Oil prices were lower, with front-month global benchmark North Sea Brent crude down 0.5% at $95.42 per barrel and US West Texas Intermediate crude 0.5% lower at $97.42 per barrel.The March consumer price index, released at 8:30 am ET, gained 0.9% as expected, compared with a 0.3% increase in the previous month, according to estimates compiled by Bloomberg. The University of Michigan consumer sentiment index for April is expected at 51.5%, down from 53.3% previously, and the February factory orders are expected to have declined 0.2% following an increase of 0.1% in January. The two reports are scheduled for 10 am ET.In other world markets, Japan's Nikkei closed 1.8% higher, Hong Kong's Hang Seng ended 0.6% higher, and China's Shanghai Composite finished 0.5% higher. Meanwhile, the UK's FTSE 100 was up 0.4%, and Germany's DAX index was up 0.8% in Europe's early afternoon session.In equities, Taiwan Semiconductor Manufacturing (TSM) shares were up 2.3% after the company reported higher Q1 net revenue. Marvell Technology (MRVL) shares were 3.5% higher after Barclays upgraded the company's stock to overweight from equalweight.On the losing side, ServiceNow (NOW) shares were down 1.6% after the company said it is shifting its entire product portfolio from artificial intelligence sidecars to full AI integration. UBS also downgraded the company's stock to neutral from buy.

Dow JonesNasdaq CompositeS&P 500$MRVL$NOW$TSM

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