MaxLinear, Inc.

NasdaqGS:MXL Rapport sur les actions

Capitalisation boursière : US$6.1b

MaxLinear Croissance future

Future contrôle des critères 6/6

MaxLinear devrait augmenter ses bénéfices et son chiffre d'affaires de 83.1% et de 22.9% par an respectivement. Le BPA devrait croître de de 83% par an. Le rendement des capitaux propres devrait être 27.4% dans 3 ans.

Informations clés

83.1%

Taux de croissance des bénéfices

83.05%

Taux de croissance du BPA

Semiconductor croissance des bénéfices28.2%
Taux de croissance des recettes22.9%
Rendement futur des capitaux propres27.43%
Couverture par les analystes

Good

Dernière mise à jour24 Jul 2026

Mises à jour récentes de la croissance future

Recent updates

Article d’analyse • 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...
Mise à jour du récit • 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
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
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Nouveau récit • 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.

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:MXL - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20281,1151673293516
12/31/202795411926431411
12/31/2026738-7379810
6/30/2026569-104116N/A
3/31/2026509-132222N/A
12/31/2025468-137020N/A
9/30/2025423-180-38-19N/A
6/30/2025378-210-78-59N/A
3/31/2025361-223-89-73N/A
12/31/2024361-245-69-45N/A
9/30/2024394-226-56-34N/A
6/30/2024448-190-35-16N/A
3/31/2024540-155-517N/A
12/31/2023693-732443N/A
9/30/2023858-494129N/A
6/30/20231,00965156204N/A
3/31/20231,105101248297N/A
12/31/20221,120125336389N/A
9/30/20221,078122287335N/A
6/30/20221,022103309358N/A
3/31/202294772213262N/A
12/31/202189242121168N/A
9/30/2021839-11188226N/A
6/30/2021766-5797126N/A
3/31/2021626-7986107N/A
12/31/2020479-995874N/A
9/30/2020354-821427N/A
6/30/2020277-505766N/A
3/31/2020295-31N/A69N/A
12/31/2019317-20N/A78N/A
9/30/2019335-11N/A74N/A
6/30/2019340-21N/A83N/A
3/31/2019359-33N/A107N/A
12/31/2018385-26N/A103N/A
9/30/2018411-46N/A100N/A
6/30/2018440-41N/A107N/A
3/31/2018442-16N/A64N/A
12/31/2017420-9N/A75N/A
9/30/201739419N/A81N/A
6/30/201737637N/A62N/A
3/31/201737449N/A101N/A
12/31/201638861N/A117N/A
9/30/201640044N/A114N/A
6/30/201639936N/A118N/A
3/31/2016368-17N/A90N/A
12/31/2015300-42N/A55N/A
9/30/2015234-36N/A25N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: MXL devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.5% ).

Bénéfices vs marché: MXL devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.

Croissance élevée des bénéfices: MXL devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de MXL ( 22.9% par an) devrait croître plus rapidement que le marché US ( 12.5% par an).

Croissance élevée des revenus: Le chiffre d'affaires de MXL ( 22.9% par an) devrait croître plus rapidement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de MXL devrait être élevé dans 3 ans ( 27.4 %)

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/31 22:46
Cours de l'action en fin de journée2026/07/31 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

MaxLinear, Inc. est couverte par 16 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Cody AcreeBenchmark Company
Karl AckermanBNP Paribas
Jaywant SrivatsaChardan Capital Markets, LLC