MaxLinear Beheer
Beheer criteriumcontroles 3/4
De CEO MaxLinear is Kishore Seendripu, benoemd in Sep2003, heeft een ambtstermijn van 22.83 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 7.82M, bestaande uit 9.2% salaris en 90.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 5.81% van de aandelen van het bedrijf, ter waarde $ 451.70M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 0.4 jaar en 7.7 jaar.
Belangrijke informatie
Kishore Seendripu
Algemeen directeur
US$7.8m
Totale compensatie
| Percentage CEO-salaris | 9.23% |
| Dienstverband CEO | 22.8yrs |
| Eigendom CEO | 5.8% |
| Management gemiddelde ambtstermijn | less than a year |
| Gemiddelde ambtstermijn bestuur | 7.7yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.Seeking Alpha • Jul 08
MaxLinear Just Announced A Gamechanger - And Market Hasn't Caught Up
Summary MaxLinear's growth outlook is increasingly supported by both its Keystone and upcoming Rushmore optical interconnect roadmaps, as well as the emerging Panther V storage accelerator opportunity. Panther V strategically aligns with intensifying AI memory and storage bottlenecks and looming server CPU supply constraints in the agentic shift. This should further accelerate MaxLinear's mix shift towards higher-growth, higher-margin infrastructure sales, underscoring upside to currently modest consensus estimates that still reflect moderation from its legacy broadband and connectivity exposure. The stock's recent pullback presents a favorable opportunity, as MaxLinear's roadmap remains competitively positioned to capitalize on persistent networking and storage bottlenecks in next-generation AI data centers. Read the full article on Seeking Alpha
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Nieuw narratief • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$20m |
Compensatie versus markt: De totale vergoeding ($USD 7.82M ) Kishore } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.35M ).
Compensatie versus inkomsten: De vergoeding van Kishore is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Kishore Seendripu (57 yo)
22.8yrs
Tenure
US$7,817,568
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 22.8yrs | US$7.82m | 5.81% $ 451.7m | |
| CFO & Chief Corporate Strategy Officer | 8yrs | US$3.31m | 0.17% $ 12.8m | |
| Corporate Controller & Principal Accounting Officer | 10.4yrs | US$901.96k | 0.021% $ 1.6m | |
| Co-Founder & Chief Technical Officer | 20.3yrs | US$1.08m | geen gegevens | |
| Senior Vice President of Global Operations | less than a year | geen gegevens | geen gegevens | |
| Senior Vice President of Sales | 8yrs | US$1.64m | geen gegevens | |
| Senior Vice President of Worldwide Engineering | less than a year | US$2.16m | geen gegevens | |
| Senior VP and GM of Analog & Mixed Signal Business | less than a year | geen gegevens | geen gegevens | |
| Senior Vice President of Network Infrastructure & Carrier Business | less than a year | geen gegevens | geen gegevens | |
| Senior Vice President of Connectivity & Storage Business | less than a year | geen gegevens | geen gegevens | |
| Senior VP & General Manager of Data Center Connectivity | less than a year | geen gegevens | geen gegevens | |
| Investor Relations Contact Officer | no data | geen gegevens | geen gegevens |
0.4yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van MXL wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 0.4 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 22.8yrs | US$7.82m | 5.81% $ 451.7m | |
| Independent Director | 6.3yrs | US$269.59k | 0.037% $ 2.9m | |
| Independent Lead Director | 17yrs | US$332.50k | 0.075% $ 5.8m | |
| Independent Director | 7.7yrs | US$262.50k | 0.019% $ 1.5m | |
| Independent Director | 7.6yrs | US$280.00k | 0.037% $ 2.9m | |
| Independent Director | 11.2yrs | US$280.00k | 0.089% $ 7.0m | |
| Independent Director | less than a year | geen gegevens | 0.0023% $ 178.0k |
7.7yrs
Gemiddelde duur
68yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van MXL wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.7 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/23 23:12 |
| Aandelenkoers aan het einde van de dag | 2026/07/23 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
MaxLinear, Inc. wordt gevolgd door 16 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Cody Acree | Benchmark Company |
| Karl Ackerman | BNP Paribas |
| Jaywant Srivatsa | Chardan Capital Markets, LLC |