MaxLinear Gestion
Gestion contrôle des critères 3/4
Le PDG MaxLinear est Kishore Seendripu, nommé en Sep2003, a un mandat de 22.67 ans. La rémunération annuelle totale est $ 7.82M, composée du salaire de 9.2% et des bonus 90.8%, y compris les actions et options de la société. détient directement 4.99% des actions de la société, d'une valeur de $ 423.75M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 0.3 ans et 9.3 ans.
Informations clés
Kishore Seendripu
Directeur général
US$7.8m
Rémunération totale
| Pourcentage du salaire du PDG | 9.23% |
| Durée du mandat du directeur général | 22.7yrs |
| Propriété du PDG | 5.0% |
| Durée moyenne d'occupation des postes de direction | less than a year |
| Durée moyenne du mandat des membres du conseil d'administration | 9.3yrs |
Mises à jour récentes de la gestion
Recent updates
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.Seeking Alpha • Apr 27
MaxLinear: Strong Performance, Too Strong Momentum
Summary MaxLinear's shares have surged nearly 4x after a strong Q1 and bullish Q2 outlook, driven by data center segment momentum. Infrastructure sales, led by optical data center products, now comprise nearly half of revenues, with hyperscale customer demand accelerating growth. Q2 guidance far exceeds consensus, but valuation has jumped from <3x to ~8x sales, while GAAP earnings remain minimal. Despite operational improvements and AI-driven tailwinds, current share price momentum appears overextended and unsustainable for prudent investors. Read the full article on Seeking Alpha
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...Article d’analyse • 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...Article d’analyse • 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...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.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 AlphaSeeking Alpha • Sep 05
MaxLinear: Why It Is In A Crapshoot At This Time
Summary MaxLinear stock has soared higher recently, not so long after the stock fell off a cliff, which added to the big losses in the last few years. The courts decided in favor of MXL in a recent case, but there are other legal challenges that remain without a resolution. MXL called for contraction instead of the expected growth with its latest guidance, but demand is still expected to recover in 2025 after a huge downturn. The road ahead is clouded by uncertainty for various reasons, which means deciding what to do with MXL is pretty much a crapshoot at this time. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$132m |
| Dec 31 2025 | US$8m | US$721k | -US$137m |
| Sep 30 2025 | n/a | n/a | -US$180m |
| Jun 30 2025 | n/a | n/a | -US$210m |
| Mar 31 2025 | n/a | n/a | -US$223m |
| Dec 31 2024 | US$26m | US$731k | -US$245m |
| Sep 30 2024 | n/a | n/a | -US$226m |
| Jun 30 2024 | n/a | n/a | -US$190m |
| Mar 31 2024 | n/a | n/a | -US$155m |
| Dec 31 2023 | US$9m | US$701k | -US$73m |
| Sep 30 2023 | n/a | n/a | -US$4m |
| Jun 30 2023 | n/a | n/a | US$65m |
| Mar 31 2023 | n/a | n/a | US$101m |
| Dec 31 2022 | US$9m | US$701k | US$125m |
| Sep 30 2022 | n/a | n/a | US$122m |
| Jun 30 2022 | n/a | n/a | US$103m |
| Mar 31 2022 | n/a | n/a | US$72m |
| Dec 31 2021 | US$6m | US$621k | US$42m |
| Sep 30 2021 | n/a | n/a | -US$11m |
| Jun 30 2021 | n/a | n/a | -US$57m |
| Mar 31 2021 | n/a | n/a | -US$79m |
| Dec 31 2020 | US$6m | US$589k | -US$99m |
| Sep 30 2020 | n/a | n/a | -US$82m |
| Jun 30 2020 | n/a | n/a | -US$50m |
| Mar 31 2020 | n/a | n/a | -US$31m |
| Dec 31 2019 | US$5m | US$551k | -US$20m |
Rémunération vs marché: La rémunération totale de Kishore ($USD 7.82M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.47M ).
Rémunération et revenus: La rémunération de Kishore a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Kishore Seendripu (56 yo)
22.7yrs
Titularisation
US$7,817,568
Compensation
Dr. Kishore Seendripu, Ph.D. is Member of Advisory Board of Inficold India Pvt. Ltd. Dr. Seendripu is a Co-Founder and has served as Chairman, President and Chief Executive Officer of MaxLinear, Inc. since...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 22.7yrs | US$7.82m | 4.99% $ 423.7m | |
| CFO & Chief Corporate Strategy Officer | 7.8yrs | US$3.31m | 0.17% $ 14.0m | |
| Corporate Controller & Principal Accounting Officer | 10.3yrs | US$901.96k | 0.016% $ 1.3m | |
| Co-Founder & Chief Technical Officer | 20.1yrs | US$1.08m | pas de données | |
| Senior Vice President of Global Operations | less than a year | pas de données | pas de données | |
| Senior Vice President of Sales | 7.8yrs | US$1.64m | pas de données | |
| Senior Vice President of Worldwide Engineering | less than a year | US$2.16m | pas de données | |
| Senior VP and GM of Analog & Mixed Signal Business | less than a year | pas de données | pas de données | |
| Senior Vice President of Network Infrastructure & Carrier Business | less than a year | pas de données | pas de données | |
| Senior Vice President of Connectivity & Storage Business | less than a year | pas de données | pas de données | |
| Senior VP & General Manager of Data Center Connectivity | less than a year | pas de données | pas de données | |
| Investor Relations Contact Officer | no data | pas de données | pas de données |
0.3yrs
Durée moyenne de l'emploi
56yo
Âge moyen
Gestion expérimentée: L'équipe de direction de MXL n'est pas considérée comme expérimentée (ancienneté moyenne 0.3 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 22.7yrs | US$7.82m | 4.99% $ 423.7m | |
| Independent Director | 6.2yrs | US$269.59k | 0.037% $ 3.2m | |
| Independent Director | 16.6yrs | US$270.00k | 0.081% $ 6.9m | |
| Independent Lead Director | 16.8yrs | US$332.50k | 0.088% $ 7.4m | |
| Independent Director | 7.5yrs | US$262.50k | 0.019% $ 1.6m | |
| Independent Director | 7.4yrs | US$280.00k | 0.037% $ 3.2m | |
| Independent Director | 11yrs | US$280.00k | 0.089% $ 7.6m | |
| Independent Director | less than a year | pas de données | 0.0023% $ 194.5k |
9.3yrs
Durée moyenne de l'emploi
68yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de MXL sont considérés comme expérimentés (ancienneté moyenne 9.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 05:06 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 expliquant comment 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 15 analystes. 10 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.
| Analyste | Institution |
|---|---|
| Karl Ackerman | BNP Paribas |
| Jaywant Srivatsa | Chardan Capital Markets, LLC |
| Alex Gauna | Citizens JMP Securities, LLC |