Marvell Tech Giant Receives New Buy Rating from Oppenheimer Analyst

Oppenheimer analyst Rick Schafer reiterated a Buy rating for Marvell (MRVL) with a price target of $95.00, citing the company's strong position in the technology sector. Marvell received a similar rating from Susquehanna, but Wells Fargo maintained a Hold rating. The company has seen a negative corporate insider sentiment, with 76 insiders selling their shares over the past quarter.

Marvell Technology (MRVL) closed the most recent trading day at $72.07, marking a decrease of 6.09% from the previous session. This move lagged the S&P 500's daily loss of 0.59%, while the tech-heavy Nasdaq lost 1.46%. Over the last month, MRVL's shares have increased by 5.04%, surpassing the sector's gain of 3.91% and the S&P 500's gain of 2.49%.

Analysts have expressed mixed views on MRVL. Oppenheimer analyst Rick Schafer reiterated a Buy rating with a price target of $95.00, citing the company's strong position in the technology sector [1]. Susquehanna also maintained a Buy rating, while Wells Fargo held a Hold rating. The company is scheduled to release its earnings on August 28, 2025, with expected earnings per share (EPS) of $0.67, up 123.33% from the prior-year quarter.

Institutional investors have been active in MRVL's stock. Banco Bilbao Vizcaya Argentaria S.A. reduced its stake by 26.2% in the first quarter, while several other hedge funds increased their holdings [2]. Vanguard Group Inc., Goldman Sachs Group Inc., Brown Advisory Inc., Janus Henderson Group PLC, and Nuveen Asset Management LLC all increased their stakes in MRVL during the first and fourth quarters.

The company's valuation metrics indicate a discount compared to its industry peers. MRVL is currently trading at a Forward P/E ratio of 27.48, lower than the industry average of 29.01, and has a PEG ratio of 0.64, significantly lower than the industry average of 1.85 [1]. The company's Zacks Rank is #3 (Hold), indicating a neutral outlook.

Marvell Technology has seen negative corporate insider sentiment, with 76 insiders selling their shares over the past quarter. CFO Willem A. Meintjes sold 1,500 shares, and CAO Panteha Dixon sold 1,283 shares in the second quarter [2].

In conclusion, Marvell Technology's stock performance has been mixed, with analysts offering varying ratings. The company's strong position in the technology sector and positive earnings outlook suggest potential growth opportunities. However, the negative insider sentiment and mixed analyst ratings may pose challenges for investors.

References:
[1] https://finance.yahoo.com/news/marvell-technology-mrvl-dips-more-214501462.html
[2] https://www.marketbeat.com/instant-alerts/filing-banco-bilbao-vizcaya-argentaria-sa-cuts-stake-in-marvell-technology-inc-mrvl-2025-08-20/