MXL logo

MaxLinear, Inc. Stock Price

NasdaqGS:MXL Community·US$7.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 25 Fair Values set on narratives written by author

MXL Share Price Performance

US$82.87
69.76 (532.11%)
US$73.73
Fair Value
US$82.87
69.76 (532.11%)
12.4% overvalued intrinsic discount
US$73.73
Fair Value
Price US$82.87
AnalystHighTarget US$73.73
AnalystLowTarget US$40.00
AnalystConsensusTarget US$21.55

MXL Community Narratives

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Fair Value US$73.73 12.4% overvalued intrinsic discount

Cloud Computing And IoT Will Fuel Secular Connectivity Growth

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Fair Value US$40 107.2% overvalued intrinsic discount

Rising In-House Designs Will Squeeze Semiconductor Margins

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Fair Value US$21.55 284.5% overvalued intrinsic discount

5G Wireless And Data Center Demand Will Transform Connectivity Markets

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US$73.73
12.4% 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 Infrastructure Hype Will Likely Outrun Optical Execution Visibility

Fair Value: US$40 107.2% overvalued intrinsic discount
1 users have set this as their fair value
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MXL: Infrastructure Demand Inflection Will Eventually Fail To Justify Current P/E

Fair Value: US$73.73 12.4% overvalued intrinsic discount
4 users have set this as their fair value
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MXL: Discount Rate And Margin Assumptions Will Support Future Repricing Potential

Fair Value: US$21.55 284.5% overvalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
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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
n/a
-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

Seeking Alpha 1h

MaxLinear: The Battle For The Socket

Summary MaxLinear has repositioned itself as a competitive player in data center optics, notably with its Keystone platform gaining traction at 800G among hyperscalers. Despite operational progress, MXL's $8B valuation implies high expectations, with a forward P/E near 67x and significant execution risk in the 1.6T DSP market. Rushmore's success at 1.6T hinges on Samsung's foundry performance and the company's ability to win sockets against entrenched competitors Marvell and Broadcom. I remain on the sidelines, awaiting evidence of 1.6T socket wins or a valuation reset below $37, as current pricing assumes near-perfect execution for several years. Read the full article on Seeking Alpha
Narrative Update 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.

Recent updates

No updates