MXL logo

MaxLinear, Inc. Stock Price

NasdaqGS:MXL Community·US$8.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 28 Fair Values set on narratives written by author

MXL Share Price Performance

US$93.12
78.80 (550.28%)
US$68.36
Fair Value
US$93.12
78.80 (550.28%)
36.2% overvalued intrinsic discount
US$68.36
Fair Value
Price US$93.12
AnalystConsensusTarget US$68.36
AnalystLowTarget US$40.00
AnalystHighTarget US$73.73

MXL Community Narratives

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Fair Value US$68.36 36.2% overvalued intrinsic discount

5G Wireless And Data Center Demand Will Transform Connectivity Markets

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8users have followed this narrative
·
Fair Value US$40 132.8% overvalued intrinsic discount

Rising In-House Designs Will Squeeze Semiconductor Margins

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Fair Value US$73.73 26.3% overvalued intrinsic discount

Cloud Computing And IoT Will Fuel Secular Connectivity Growth

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3users have followed this narrative
US$40
132.8% overvalued intrinsic discount
Profit Margin
7.1%
Future PE
84.95x
Price in 2029
US$54.77
US$73.73
26.3% overvalued intrinsic discount
Profit Margin
10.98%
Future PE
95.24x
Price in 2029
US$100.07

Trending Discussion

Updated Narratives

MXL logo

MXL: AI Optical Hype Will Pressure Future Repricing Assumptions

Fair Value: US$68.36 36.2% overvalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MXL: AI Infrastructure Hype Will Likely Outrun Optical Execution Visibility

Fair Value: US$40 132.8% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MXL: Infrastructure Demand Inflection Will Eventually Fail To Justify Current P/E

Fair Value: US$73.73 26.3% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

2 Risks
1 Reward

MaxLinear, Inc. Key Details

US$508.9m

Revenue

US$218.0m

Cost of Revenue

US$290.9m

Gross Profit

US$423.0m

Other Expenses

-US$132.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 23, 2026
-1.48
57.16%
-25.96%
27.3%
View Full Analysis

About MXL

Founded
2003
Employees
1115
CEO
Kishore Seendripu
WebsiteView website
www.maxlinear.com

MaxLinear, Inc. provides communications systems-on-chip solutions in the United States, Asia, Europe, and internationally. Its products integrate various portions of a high-speed communication system, including radio frequency, high-performance analog, mixed-signal, digital signal processing, security engines, data compression and networking layers, and power management. Its products are used in various electronic devices, such as radio transceivers and modems for 4G/5G base-station and backhaul infrastructure; optical transceivers; wi-fi and wireline routers for home networking; broadband modems compliant with data over cable service interface specifications, passive optical fiber standards, and digital subscriber line, as well as power management and interface products. It serves electronics distributors, module makers, original equipment manufacturers, and original design manufacturers through a direct sales force, third-party sales representatives, and a network of distributors. The company has a strategic collaboration with Edgecore Networks Corporation for the development network infrastructure for enterprise and SMB applications. MaxLinear, Inc. has strategic partnership with GCT Semiconductor Holding, Inc. to develop 5G fixed wireless access (FWA) gateways and converged gateways for consumer and enterprise applications. The company was incorporated in 2003 and is headquartered in Carlsbad, California. The company was incorporated in 2003 and is headquartered in Carlsbad, California.

Recent MXL News & Updates

Narrative Update 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.

Recent updates

No updates