MaxLinear Crecimiento futuro
Future controles de criterios 6/6
Se prevé un crecimiento anual de los beneficios y los ingresos de MaxLinear de 83.1% y 22.9% por año respectivamente. Se prevé que el BPA crezca en un 83% al año. Se espera que la rentabilidad financiera sea de 27.4% en 3 años.
Información clave
83.1%
Tasa de crecimiento de los beneficios
83.05%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Semiconductor | 28.2% |
| Tasa de crecimiento de los ingresos | 22.9% |
| Rentabilidad financiera futura | 27.43% |
| Cobertura de analistas | Good |
| Última actualización | 24 Jul 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Artículo de análisis • Jul 29
Brokers Are Upgrading Their Views On MaxLinear, Inc. (NASDAQ:MXL) With These New Forecasts
Shareholders in MaxLinear, Inc. ( NASDAQ:MXL ) may be thrilled to learn that the analysts have just delivered a major...
Actualización de narrativa • Jul 29
MXL: AI Optical Data Center Demand Will Support Future Repricing
Analysts have raised the MaxLinear fair value estimate from $68.36 to $94.55, citing higher projected revenue growth, improved profit margin assumptions, and a lower future P/E multiple, which they note is supported by recent Street research highlighting stronger data center and AI optical demand. Analyst Commentary Recent Street research on MaxLinear points to a cluster of higher price targets and fresh coverage that centers on AI related optical and data center exposure.Seeking Alpha • Jul 27
MaxLinear's Post-Earnings Selloff Is Your Buying Opportunity
Summary MaxLinear is rated 'Buy' after a 21% post-earnings drop, which I view as overblown given strong fundamentals and guidance. MXL’s infrastructure segment is inflecting, with 145% YoY growth and new products ramping for AI and data center applications, supporting accelerating revenue into 2026–2027. Management raised FY2026 optical data center revenue guidance to $210–230 million and expects GAAP gross margins at 60%, above the 10-year average. My model suggests MXL is 48% undervalued if 2027 EPS beats consensus by 10% and execution remains strong, despite supply chain and arbitration risks. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 15
MXL: AI Infrastructure Focus Will Drive Future Repricing Of Elevated P/E
For MaxLinear, the analyst fair value estimate has shifted from $73.73 to $125.00. Analysts point to the growing AI data center and optical infrastructure opportunity as key support for the higher price targets.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Nueva narrativa • 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.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 1,115 | 167 | 329 | 351 | 6 |
| 12/31/2027 | 954 | 119 | 264 | 314 | 11 |
| 12/31/2026 | 738 | -7 | 37 | 98 | 10 |
| 6/30/2026 | 569 | -104 | 1 | 16 | N/A |
| 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 | N/A | 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 |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que MXL sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que MXL sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.
Beneficios de alto crecimiento: Se espera que MXL sea rentable en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (22.9% al año) de MXL crezcan más rápidamente que los del mercado US (12.5% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (22.9% al año) de MXL crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de MXL sea alta dentro de 3 años (27.4%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/31 03:53 |
| Precio de las acciones al final del día | 2026/07/31 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
MaxLinear, Inc. está cubierta por 16 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Cody Acree | Benchmark Company |
| Karl Ackerman | BNP Paribas |
| Jaywant Srivatsa | Chardan Capital Markets, LLC |