Cloud Computing And IoT Will Fuel Secular Connectivity Growth

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

01 Sep 25

Updated

14 May 26

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Not Invested

Shared on 14 May 26

Fair value Increased 168%

MXL: Infrastructure Demand Inflection Will Eventually Fail To Justify Current P/E

Wall Street is suddenly much more upbeat on MaxLinear, pointing to a pickup in infrastructure demand and a clearer path to turning new products into sales. But that optimism also leans on investors staying willing to pay a very rich price for future growth, which may be hard to sustain as expectations catch up.

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Fair Value vs Share Price

US$73.73

vs US$85.8216.4% overvalued

23.3%

Revenue growth

11%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Flawless balance sheet with high growth potential.

Market capUS$8.6b

PB16.9x

Estimated Growth19.5%

Dividend YieldN/A

Full analysis

CEO & management

Kishore Seendripu

CEO

0.4yrs

CEO Tenure

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