Published

16 May 25

Updated

29 Jul 26

Views

313

Not Invested

Fair Value

US$94.55

Share price29 Jul

US$74.9820.7% undervalued

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1Y395.57%

7D12.21%

5G Wireless And Data Center Demand Will Transform Connectivity Markets

AN

AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

16 May 25

Updated

29 Jul 26

Views

313

Not Invested

Shared on 29 Jul 26

Fair value Increased 38%

MXL: AI Optical Data Center Demand Will Support Future Repricing

MaxLinear is getting a fresh boost from rising demand for high-speed connections inside AI data centers, with analysts arguing newer optical products are showing real traction. The upside hinges on that demand staying strong and the company executing on product rollouts—because if results cool off, today’s optimism could fade fast.

7 views

Shared on 01 Jul 26

Fair value Increased 217%

MXL: AI Optical Hype Will Pressure Future Repricing Assumptions

MaxLinear is riding a wave of excitement around its AI data-center connectivity chips, with the business now leaning more on data-center demand than its older broadband story. That shift may keep lifting expectations, but it also means the stock could react sharply if AI projects slip or customer spending plans change.

9 views

Shared on 08 Apr 26

MXL: Discount Rate And Margin Assumptions Will Support Future Repricing Potential

Analysts have increased their price target on MaxLinear by $3, reflecting updated assumptions on discount rate, revenue growth, profit margin, and future P/E that keep fair value around $21.55. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target as consistent with updated assumptions that still anchor fair value around US$21.55, which they view as a reasonable reflection of current information on revenue, margins, and P/E.

16 views

Shared on 25 Mar 26

MXL: Higher Margin Focus And Buybacks Will Support Future Repricing

Analysts have raised their price target on MaxLinear by $3. This reflects adjustments to their assumptions on profit margins, discount rate and future P/E expectations.

5 views

Shared on 09 Mar 26

MXL: Rising Margin Conviction And Buybacks Will Support Future Repricing

Analysts have lifted their price target on MaxLinear by $3, reflecting updated views on its profit margin outlook and valuation multiples while keeping estimated fair value broadly in line. Analyst Commentary Bullish Takeaways Bullish analysts point to the raised price target as a reflection of improved conviction in MaxLinear's profit margin outlook, suggesting that recent adjustments better capture its earnings potential.

3 views

Shared on 23 Feb 26

Fair value Increased 8.56%

MXL: Higher Earnings Margins And Buybacks Will Support Bullish Repricing

Analysts have lifted their price target on MaxLinear by $1.70 to $21.55, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples discussed in recent research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$21.55 target as consistent with updated views on what they consider a fair value range for MaxLinear, given current assumptions around revenue growth and profit margins used in their models.

5 views

Shared on 01 Aug 25

Fair value Increased 26%

Despite a slight reduction in revenue growth forecasts, MaxLinear’s consensus price target has been raised from $15.75 to $19.35, driven by a notable re-rating in its future P/E multiple. What's in the News MaxLinear unveiled the Panther V storage accelerator, offering ultra-low latency, 450Gbps throughput, advanced data reduction, and significant CAPEX/OPEX savings for enterprise and hyperscale data centers; to be showcased at FMS 2025.

15 views

Fair Value vs Share Price

US$94.55

vs US$74.9820.7% undervalued

27.6%

Revenue growth

17.2%

Profit margin

Recent News & Updates

No updates

Recent updates

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Fair value estimate changes
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Company analysis

Exceptional growth potential with flawless balance sheet.

Market capUS$6.8b

PB14.0x

Estimated Growth22.9%

Dividend YieldN/A

CEO & management

Kishore Seendripu

CEO

0.5yrs

CEO Tenure

Provides communications systems-on-chip solutions in the United States, Asia, Europe, and internationally.