MaxLinear Zukünftiges Wachstum
Future Kriterienprüfungen 5/6
MaxLinear wird ein jährliches Gewinn- und Umsatzwachstum von 107.8% bzw. 19.5% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 106.9% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 30.5% betragen.
Wichtige Informationen
107.8%
Wachstumsrate der Gewinne
106.94%
EPS-Wachstumsrate
| Semiconductor Gewinnwachstum | 27.5% |
| Wachstumsrate der Einnahmen | 19.5% |
| Zukünftige Eigenkapitalrendite | 30.55% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 29 Jun 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • Jul 01
MXL: AI Optical Hype Will Pressure Future Repricing Assumptions
MaxLinear's updated analyst price target of $68.36, compared with the previous fair value estimate of $21.55, reflects analysts' focus on its expanding data center and AI optical infrastructure ambitions, as well as the potential for a higher margin infrastructure mix. Analyst Commentary Recent research on MaxLinear centers on how the stock reflects its growing exposure to AI driven data center and optical infrastructure, as well as the company’s longer term infrastructure ambitions.Seeking Alpha • Jun 26
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
Narrativ-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.Narrativ-Update • Jun 01
MXL: AI Infrastructure Euphoria Will Likely Magnify Execution And Rerating Risk
Analysts have lifted the implied fair value for MaxLinear stock from $17.00 to $40.00, citing higher assumed revenue growth, a sharply higher future P/E, and growing interest in the company's AI optical and infrastructure exposure, as reflected in a series of recent Buy ratings and price target increases. Analyst Commentary Recent research coverage highlights a shift in how the stock is being framed, with several firms focusing on AI optical and infrastructure exposure, higher assumed revenue growth, and a richer future P/E.
Narrativ-Update • May 14
MXL: Infrastructure Demand Inflection Will Eventually Fail To Justify Current P/E
Analysts have sharply lifted their MaxLinear price targets, with the updated fair value estimate moving from about $27.50 to roughly $73.73. Recent initiations, upgrades and target hikes reflect higher assumed revenue growth, a lower profit margin outlook and a much higher future P/E multiple.Narrativ-Update • Apr 24
MXL: Higher Expectations For Margins Will Likely Expose Execution Risk
Analysts have raised their price targets on MaxLinear by $11 and $12 in recent research, citing updated expectations for revenue growth, profit margins and future P/E assumptions as key factors behind the revised valuation views. Analyst Commentary While recent research has pointed to higher valuation benchmarks for MaxLinear, some bearish analysts are still flagging important risks that could limit how much upside investors are willing to pay for at current levels.Narrativ-Update • Apr 08
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.Narrativ-Update • Mar 25
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.Narrativ-Update • Mar 09
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.Narrativ-Update • Feb 23
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.Narrativ-Update • Feb 09
MXL: Higher Fair Value And Buybacks Will Likely Mask Execution Risk
Narrative Update: MaxLinear Analyst Price Target Shift Analysts have lifted their MaxLinear fair value estimate from $16.00 to $17.00, citing revised assumptions around revenue growth, profit margins, and future P/E expectations as key factors behind the change. Analyst Commentary While some analysts have raised their fair value expectations for MaxLinear, others remain cautious and highlight several risks that they believe could limit upside for the stock.Narrativ-Update • Jan 25
MXL: Raised Expectations And Buybacks Will Likely Struggle Against Execution Risk
Narrative update on MaxLinear Analysts have lifted their price target on MaxLinear by $3, citing updated assumptions for revenue growth, profit margins and future P/E as the key drivers behind this change. Analyst Commentary While the latest target move reflects updated assumptions on revenue, margins and future P/E, not every part of the Street is leaning in the same direction.Narrativ-Update • Jan 11
MXL: Recovery Hopes And Buybacks Will Face Tight Margin Of Safety
Analysts have nudged their price target on MaxLinear up by $2 to $23, citing what they describe as another solid quarter and a view that the company is steadily rebuilding after a pronounced downcycle. Analyst Commentary While the higher US$23 price target reflects some renewed confidence in MaxLinear's recovery after its downcycle, not all commentary skews positive.Narrativ-Update • Dec 15
MXL Share Buybacks And 5G Wins Will Drive Measured Recovery Ahead
Analysts have nudged their fair value estimate for MaxLinear higher, lifting the target from $15.00 to $16.00 as they point to solid Q3 execution and a return to more stable growth following the recent industry downcycle. Analyst Commentary Recent Street research points to a more constructive stance on MaxLinear in the wake of its Q3 results, with at least one firm lifting its price target into the low $20s and reiterating a favorable rating.Analyseartikel • Nov 19
Lacklustre Performance Is Driving MaxLinear, Inc.'s (NASDAQ:MXL) 26% Price Drop
MaxLinear, Inc. ( NASDAQ:MXL ) shares have had a horrible month, losing 26% after a relatively good period beforehand...Analyseartikel • Sep 16
At US$16.60, Is It Time To Put MaxLinear, Inc. (NASDAQ:MXL) On Your Watch List?
MaxLinear, Inc. ( NASDAQ:MXL ), might not be a large cap stock, but it saw a significant share price rise of 42% in the...Analyseartikel • Jul 13
Why Investors Shouldn't Be Surprised By MaxLinear, Inc.'s (NASDAQ:MXL) 28% Share Price Surge
Despite an already strong run, MaxLinear, Inc. ( NASDAQ:MXL ) shares have been powering on, with a gain of 28% in the...Neues Narrativ • May 16
Data Centers, Broadband And Wireless Advances Will Open Future Markets
Strong progress in data center products and new market applications positions MaxLinear for significant revenue growth in the future.Seeking Alpha • Jan 10
MaxLinear Heading For An Upturn, But The Valuation Seems To Anticipate This
Summary MaxLinear's stock has been volatile, recovering from a plunge after Q2'24 earnings, but still underperforming compared to stronger datacenter peers like Broadcom and Marvell. Management's optimistic projections for Broadband and Connectivity revenue and datacenter interconnect are questionable, but there are opportunities in Ethernet PHY, storage acceleration, and PON. Revenue should start recovering in 2025, and I expect 20%-plus revenue growth in '25/'26, but real traction in datacenter interconnect and stronger cable broadband demand are key for upside. Despite the likelihood of the business turning up in 2025, the current valuation isn't attractive enough to warrant a positive recommendation. Read the full article on Seeking AlphaGewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 875 | 65 | 141 | 229 | 5 |
| 12/31/2027 | 792 | 44 | 154 | 208 | 10 |
| 12/31/2026 | 657 | -46 | 40 | 72 | 11 |
| 3/31/2026 | 509 | -132 | 2 | 22 | N/A |
| 12/31/2025 | 468 | -137 | 0 | 20 | N/A |
| 9/30/2025 | 423 | -180 | -38 | -19 | N/A |
| 6/30/2025 | 378 | -210 | -78 | -59 | N/A |
| 3/31/2025 | 361 | -223 | -89 | -73 | N/A |
| 12/31/2024 | 361 | -245 | -69 | -45 | N/A |
| 9/30/2024 | 394 | -226 | -56 | -34 | N/A |
| 6/30/2024 | 448 | -190 | -35 | -16 | N/A |
| 3/31/2024 | 540 | -155 | -5 | 17 | N/A |
| 12/31/2023 | 693 | -73 | 24 | 43 | N/A |
| 9/30/2023 | 858 | -4 | 94 | 129 | N/A |
| 6/30/2023 | 1,009 | 65 | 156 | 204 | N/A |
| 3/31/2023 | 1,105 | 101 | 248 | 297 | N/A |
| 12/31/2022 | 1,120 | 125 | 336 | 389 | N/A |
| 9/30/2022 | 1,078 | 122 | 287 | 335 | N/A |
| 6/30/2022 | 1,022 | 103 | 309 | 358 | N/A |
| 3/31/2022 | 947 | 72 | 213 | 262 | N/A |
| 12/31/2021 | 892 | 42 | 121 | 168 | N/A |
| 9/30/2021 | 839 | -11 | 188 | 226 | N/A |
| 6/30/2021 | 766 | -57 | 97 | 126 | N/A |
| 3/31/2021 | 626 | -79 | 86 | 107 | N/A |
| 12/31/2020 | 479 | -99 | 58 | 74 | N/A |
| 9/30/2020 | 354 | -82 | 14 | 27 | N/A |
| 6/30/2020 | 277 | -50 | 57 | 66 | N/A |
| 3/31/2020 | 295 | -31 | 63 | 69 | N/A |
| 12/31/2019 | 317 | -20 | N/A | 78 | N/A |
| 9/30/2019 | 335 | -11 | N/A | 74 | N/A |
| 6/30/2019 | 340 | -21 | N/A | 83 | N/A |
| 3/31/2019 | 359 | -33 | N/A | 107 | N/A |
| 12/31/2018 | 385 | -26 | N/A | 103 | N/A |
| 9/30/2018 | 411 | -46 | N/A | 100 | N/A |
| 6/30/2018 | 440 | -41 | N/A | 107 | N/A |
| 3/31/2018 | 442 | -16 | N/A | 64 | N/A |
| 12/31/2017 | 420 | -9 | N/A | 75 | N/A |
| 9/30/2017 | 394 | 19 | N/A | 81 | N/A |
| 6/30/2017 | 376 | 37 | N/A | 62 | N/A |
| 3/31/2017 | 374 | 49 | N/A | 101 | N/A |
| 12/31/2016 | 388 | 61 | N/A | 117 | N/A |
| 9/30/2016 | 400 | 44 | N/A | 114 | N/A |
| 6/30/2016 | 399 | 36 | N/A | 118 | N/A |
| 3/31/2016 | 368 | -17 | N/A | 90 | N/A |
| 12/31/2015 | 300 | -42 | N/A | 55 | N/A |
| 9/30/2015 | 234 | -36 | N/A | 25 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: MXL wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.5%).
Ertrag vs. Markt: MXL wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.
Hohe Wachstumserträge: MXL wird voraussichtlich in den nächsten 3 Jahren rentabel werden.
Einnahmen vs. Markt: MXLDie Einnahmen des Unternehmens (19.5% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (12.7% pro Jahr).
Hohe Wachstumseinnahmen: MXLDie Einnahmen des Unternehmens (19.5% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: MXLDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (30.5%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/06 19:08 |
| Aktienkurs zum Tagesende | 2026/07/06 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
MaxLinear, Inc. wird von 16 Analysten beobachtet. 11 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Cody Acree | Benchmark Company |
| Karl Ackerman | BNP Paribas |
| Jaywant Srivatsa | Chardan Capital Markets, LLC |