MaxLinear (MXL): Assessing Valuation After Strong Q3 2025 Revenue Growth and Bullish Analyst Outlook

MaxLinear (MXL) posted its third quarter 2025 results, revealing a 56% spike in revenue and notable progress narrowing its net loss. The company highlighted strong demand in optical interconnect and wireless infrastructure solutions.

See our latest analysis for MaxLinear.

MaxLinear’s latest results come amid a year of volatile trading, with the share price currently at $15.93 after a 1.98% rise today. However, it is still down 18.6% year-to-date. While momentum has been mixed in recent months, the company’s strong revenue growth and encouraging analyst sentiment suggest optimism is building for a potential turnaround, even as its three-year total shareholder return remains deeply negative.

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With analysts pointing to significant upside but shares still well below past highs, investors are left to wonder: Is MaxLinear trading at a bargain given its growth outlook, or has the market already priced in its potential?

Most Popular Narrative: 19.7% Undervalued

With MaxLinear trading at $15.93, the narrative's fair value estimate of $19.85 points to a sizable gap and signals potential upside. This leaves investors questioning whether the market is overlooking the company's forward trajectory or acting with justified caution given its challenges.

Accelerating demand for high-speed data center optical interconnects and next-generation PAM4 DSP solutions (Keystone and Rushmore), supported by robust design win momentum with major module makers and hyperscale customers, positions MaxLinear to capture a significant share of growing global data/AI infrastructure spend. This is expected to drive meaningful revenue growth from late 2025 through 2027.

Read the complete narrative.

Curious about what’s fueling this aggressive valuation? The narrative is built on bold forecasts for future growth and margin expansion, which could be significant if everything falls into place. Are you ready to see which pivotal financial turning points set the stage for this optimistic outlook? You might be surprised at what’s behind the fair value.

Result: Fair Value of $19.85 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, risks remain, including intense pricing pressure from global competitors and the possibility that slower broadband market growth could dampen long-term revenue prospects.

Find out about the key risks to this MaxLinear narrative.

Build Your Own MaxLinear Narrative

If you have a different perspective or want to dive into the numbers on your own, it’s easy to build your own view in just minutes with Do it your way.

A great starting point for your MaxLinear research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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