MXL logo

MaxLinear, Inc. Stock Price

NasdaqGS:MXL Community·US$8.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 27 Fair Values set on narratives written by author

MXL Share Price Performance

US$96.60
82.46 (583.17%)
US$40.00
Fair Value
US$96.60
82.46 (583.17%)
141.5% overvalued intrinsic discount
US$40.00
Fair Value
Price US$96.60
AnalystLowTarget US$40.00
AnalystConsensusTarget US$21.55
AnalystHighTarget US$73.73

MXL Community Narratives

·
Fair Value US$40 141.5% overvalued intrinsic discount

Rising In-House Designs Will Squeeze Semiconductor Margins

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
·
Fair Value US$21.55 348.3% overvalued intrinsic discount

5G Wireless And Data Center Demand Will Transform Connectivity Markets

1users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
·
Fair Value US$73.73 31.0% overvalued intrinsic discount

Cloud Computing And IoT Will Fuel Secular Connectivity Growth

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
US$40
141.5% overvalued intrinsic discount
Profit Margin
7.1%
Future PE
84.95x
Price in 2029
US$54.77
US$73.73
31.0% overvalued intrinsic discount
Profit Margin
10.98%
Future PE
95.24x
Price in 2029
US$100.07

Trending Discussion

Updated Narratives

MXL logo

MXL: AI Infrastructure Hype Will Likely Outrun Optical Execution Visibility

Fair Value: US$40 141.5% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MXL logo

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

Fair Value: US$73.73 31.0% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MXL logo

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

Fair Value: US$21.55 348.3% overvalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

2 Risks
1 Reward

MaxLinear, Inc. Key Details

US$508.9m

Revenue

US$218.0m

Cost of Revenue

US$290.9m

Gross Profit

US$423.0m

Other Expenses

-US$132.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-1.48
57.16%
-25.96%
27.3%
View Full Analysis

About MXL

Founded
2003
Employees
1115
CEO
Kishore Seendripu
WebsiteView website
www.maxlinear.com

MaxLinear, Inc. provides communications systems-on-chip solutions in the United States, Asia, Europe, and internationally. Its products integrate various portions of a high-speed communication system, including radio frequency, high-performance analog, mixed-signal, digital signal processing, security engines, data compression and networking layers, and power management. Its products are used in various electronic devices, such as radio transceivers and modems for 4G/5G base-station and backhaul infrastructure; optical transceivers; wi-fi and wireline routers for home networking; broadband modems compliant with data over cable service interface specifications, passive optical fiber standards, and digital subscriber line, as well as power management and interface products. It serves electronics distributors, module makers, original equipment manufacturers, and original design manufacturers through a direct sales force, third-party sales representatives, and a network of distributors. The company has a strategic collaboration with Edgecore Networks Corporation for the development network infrastructure for enterprise and SMB applications. MaxLinear, Inc. has strategic partnership with GCT Semiconductor Holding, Inc. to develop 5G fixed wireless access (FWA) gateways and converged gateways for consumer and enterprise applications. The company was incorporated in 2003 and is headquartered in Carlsbad, California. The company was incorporated in 2003 and is headquartered in Carlsbad, California.

Recent MXL News & Updates

Seeking Alpha 18h

MaxLinear: Could Be One Of The Biggest AI Winners Nobody Talks About

Summary MaxLinear is transforming from a cyclical connectivity chipmaker into a high-growth AI data-center infrastructure play, with infrastructure now its largest segment. MXL's infrastructure segment posted 136% YoY growth, driving overall Q1 revenue up 43% YoY, and management targets at least double the industry growth rate. Recent product launches, bullish analyst upgrades, and raised guidance (Q2 revenue midpoint $165M, up 52% YoY) underscore strong execution and operating leverage potential. Valuation is no longer cheap; upside relies on flawless execution, continued infrastructure momentum, and turning gross margin gains into GAAP profits amid fierce competition. Read the full article on Seeking Alpha
Narrative Update Jun 17

MXL: AI Infrastructure Hype Will Likely Outrun Optical Execution Visibility

Analysts have sharply raised their price targets on MaxLinear stock, with recent moves such as Stifel lifting its target to $105 from $49 and Northland to $110 from $55, citing a broader rerating of AI focused data center semiconductor companies and growing confidence in MaxLinear's AI optical and infrastructure exposure. Analyst Commentary Recent research on MaxLinear highlights a cluster of higher price targets and supportive views around the company’s position in AI optical and infrastructure markets.

Recent updates

No updates