Update shared on01 Aug 2025
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.
- The company reported a $449,000 impairment of leased right-of-use assets for Q2, down from $700,000 the prior year.
- Q3 2025 net revenue guidance was issued at $115 million to $135 million.
- Partnerships and product wins include client announcements with Comtrend and KTNF for G.hn powerline modules in EV charging stations and Panther Storage Accelerator adoption for HPC/cloud infrastructure.
- MaxLinear's 2.5G Ethernet Switch SoCs have been selected by DrayTek, HiSource, and ASUS for new-generation networking switches, emphasizing enhanced performance, security, energy efficiency, and advanced features for enterprise and media applications.
Valuation Changes
Summary of Valuation Changes for MaxLinear
- The Consensus Analyst Price Target has significantly risen from $15.75 to $19.35.
- The Future P/E for MaxLinear has significantly risen from 23.27x to 28.94x.
- The Consensus Revenue Growth forecasts for MaxLinear has fallen slightly from 19.3% per annum to 18.5% per annum.
Disclaimer
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