MaxLinear 향후 성장
Future 기준 점검 5/6
MaxLinear (는) 각각 연간 107.8% 및 19.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 106.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 30.5% 로 예상됩니다.
핵심 정보
107.8%
이익 성장률
106.94%
EPS 성장률
| Semiconductor 이익 성장 | 26.6% |
| 매출 성장률 | 19.5% |
| 향후 자기자본이익률 | 30.55% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 03 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...새로운 내러티브 • 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 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 |
| 6/30/2015 | 171 | -41 | N/A | 9 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: MXL 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: MXL (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: MXL 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: MXL 의 수익(연간 19.5%)이 US 시장(연간 13%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: MXL 의 수익(연간 19.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: MXL의 자본 수익률은 3년 후 30.5%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/17 15:36 |
| 종가 | 2026/06/16 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
MaxLinear, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Cody Acree | Benchmark Company |
| Karl Ackerman | BNP Paribas |
| Jaywant Srivatsa | Chardan Capital Markets, LLC |