Insider Buying Drove Strong Stock Performance at Marvel Technologies (MRVL)

Alpha Wealth Funds, LLC, an investment management company, released its Q3 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund returned 4.96% in September, bringing the YTD returns to 21.37%. This compares to the benchmark, S&P 500 September return of 3.65% and the year-to-date return through September 30, 2025, of 14.83%. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Alpha Wealth Insiders Fund highlighted stocks such as Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) provides semiconductor solutions for data infrastructure. The one-month return for Marvell Technology, Inc. (NASDAQ:MRVL) was -13.45%, and its shares lost 25.17% over the last 52 weeks. On December 31, 2025, Marvell Technology, Inc. (NASDAQ:MRVL) stock closed at $84.98 per share, with a market capitalization of $73.261 billion.

Alpha Wealth Insiders Fund stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its third quarter 2025 investor letter:

"Business: Marvell Technology, Inc. (NASDAQ:MRVL) is a fabless semiconductor company that develops chips and systems for data infrastructure—networking, storage, security, and AI. Its platform targets cloud, carrier, enterprise, and automotive markets, aiming to capitalize on AI and data center growth

Insider Buying/Selling: Recently, several Marvell insiders made notable purchases: ○ CEO Matthew J. Murphy bought 13,600 shares at $77.09 on Sept 25, 2025 ○ COO Chris Koopmans acquired 6,800 shares at $78.03 the same day ○ CFO Willem Meintjes also bought 3,400 shares at $78.03 on Sept 25, 2025.

Recent News: Marvell launched a $5 billion stock buyback and accelerated $1 billion repurchase program. TD Cowen downgraded the stock to “Hold,” citing uncertainty in its AI custom-chip deals with Amazon and Microsoft.…”(Click here to read the full text)

Marvell Technology, Inc. (NASDAQ:MRVL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 77 hedge fund portfolios held Marvell Technology, Inc. (NASDAQ:MRVL) at the end of the third quarter, which was 76 in the previous quarter. In the third quarter of fiscal 2026, Marvell Technology, Inc. (NASDAQ:MRVL) reported revenue of $2.075 billion, reflecting a 3% sequential increase and strong 37% year-over-year growth. While we acknowledge the potential of Marvell Technology, Inc. (NASDAQ:MRVL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Marvell Technology, Inc. (NASDAQ:MRVL) and shared the list of stocks that will make you rich in 2026. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This article is originally published at Insider Monkey.