MaxLinear, Inc.

Informe acción NasdaqGS:MXL

Capitalización de mercado: US$8.9b

MaxLinear Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Los beneficios de MaxLinear han disminuido a una tasa media anual de -46.4%, mientras que en la industria Semiconductor los beneficios crecieron en un 1.3% anualmente. Los ingresos han ido disminuyendo a una tasa media de 17.5% al año.

Información clave

-46.43%

Tasa de crecimiento de los beneficios

-44.87%

Tasa de crecimiento del BPA

Crecimiento de la industria Semiconductor 27.66%
Tasa de crecimiento de los ingresos-17.50%
Rentabilidad financiera-29.09%
Margen neto-25.96%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha May 21

MaxLinear: Underappreciated AI Infrastructure Play With Major Upside Potential

Summary MaxLinear is undergoing a major transformation as high‑margin AI optical products—Keystone, Rushmore, and Washington—begin replacing its legacy broadband revenue base. Management commentary suggests multiple product ramps across several hyperscalers, while current analyst estimates appear to model only a single program. The key milestones to watch are a Q2 step‑function in optical revenue, gross margin expansion toward the high end of guidance, and continued diversification across hyperscalers through module‑maker wins. Although near‑term financials remain messy, the long‑term risk‑reward profile may appeal to patient, growth‑oriented investors who believe MaxLinear's AI‑infrastructure thesis will play out. Read the full article on Seeking Alpha
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...
Artículo de análisis 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...
Artículo de análisis Jun 23

MaxLinear, Inc.'s (NASDAQ:MXL) Intrinsic Value Is Potentially 53% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, MaxLinear fair value estimate is US$20.14 MaxLinear's US$13.17...
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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.
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 Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero MaxLinear. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:MXL Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 26509-132165206
31 Dec 25468-137160209
30 Sep 25423-180156208
30 Jun 25378-210138207
31 Mar 25361-223138216
31 Dec 24361-245138225
30 Sep 24394-226134239
30 Jun 24448-190130253
31 Mar 24540-155130267
31 Dec 23693-73132270
30 Sep 23858-4143278
30 Jun 231,00965155288
31 Mar 231,105101166298
31 Dec 221,120125168296
30 Sep 221,078122163296
30 Jun 221,022103163287
31 Mar 2294772154281
31 Dec 2189242150278
30 Sep 21839-11147276
30 Jun 21766-57150264
31 Mar 21626-79142217
31 Dec 20479-99130180
30 Sep 20354-82115133
30 Jun 20277-5095100
31 Mar 20295-319097
31 Dec 19317-208998
30 Sep 19335-1193105
30 Jun 19340-2196110
31 Mar 19359-3398116
31 Dec 18385-26102120
30 Sep 18411-46113120
30 Jun 18440-41107121
31 Mar 18442-16114120
31 Dec 17420-9106112
30 Sep 173941986106
30 Jun 173763784103
31 Mar 17374496998
31 Dec 16388616498
30 Sep 16400446096
30 Jun 16399366894
31 Mar 16368-177594
31 Dec 15300-427885
30 Sep 15234-366977
30 Jun 15171-415269

Ingresos de calidad: MXL actualmente no es rentable.

Margen de beneficios creciente: MXL actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: MXL no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 46.4% al año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de MXL en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: MXL no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Semiconductor (15.4%).


Rentabilidad financiera

Alta ROE: MXL tiene una rentabilidad financiera negativa (-29.09%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 14:32
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 15 analistas. 10 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.

AnalistaInstitución
Karl AckermanBNP Paribas
Jaywant SrivatsaChardan Capital Markets, LLC
Alex GaunaCitizens JMP Securities, LLC