MXL vs. VICR: Which Has the Better AI Infrastructure Opportunity?
MaxLinear has the AI infrastructure edge, backed by strong current revenue growth and multiple product ramps through 2027-2028.
Zacks Investment Research8/28/2026Neutral
MXL
MaxLinear IncNASDAQTECHNOLOGYSEMICONDUCTORS
Key Statistics
Market Cap
$5.69B
P/E Ratio
—
EPS
$-1.18
Beta
3.94
52W High
$128.30
52W Low
$12.77
50-Day MA
$76.69
200-Day MA
$47.45
Dividend Yield
—
Profit Margin
-18.20%
Forward P/E
22.22
PEG Ratio
0.39
About MaxLinear Inc
MaxLinear, Inc. provides high-performance analog, radio frequency (RF) and mixed signal communications-on-chip (SoC) solutions for the connected home, wired and wireless infrastructure, and multi-market and industrial applications to world level. The company is headquartered in Carlsbad, California.
Fundamentals
| Revenue (TTM) | $568.93M |
| Gross Profit (TTM) | $327.00M |
| EBITDA | $-22.43M |
| Operating Margin | -2.44% |
| Return on Equity | -21.30% |
| Return on Assets | -4.89% |
| Revenue/Share (TTM) | $6.46 |
| Book Value | $5.35 |
| Price-to-Book | 11.12 |
| Price-to-Sales (TTM) | 10.00 |
| EV/Revenue | 9.62 |
| EV/EBITDA | 12.27 |
| Quarterly Earnings Growth (YoY) | -71.40% |
| Quarterly Revenue Growth (YoY) | 55.20% |
| Shares Outstanding | $90.69M |
| Float | $85.22M |
| % Insiders | 5.88% |
| % Institutions | 84.35% |
Historical Volatility
HV 10-Day
68.98%
HV 20-Day
98.69%
HV 30-Day
108.94%
HV 60-Day
135.20%
HV Rank
—
Volatility is currently contracting
Analyst Ratings
Consensus ($94.55 target)
1
Strong Buy6
Buy4
HoldLatest News
MaxLinear Could Hit 5-Year Targets This Year - It's Growing That Fast
MaxLinear is experiencing explosive growth in its Infrastructure segment, driven by surging demand for optical connectivity in AI data centers. MXL is on track to surpass its $500M Infrastructure revenue target well ahead of its original 2028 timeline, with segment CAGR at 25-26%. Gross margins are expanding rapidly, expected to reach 60% in Q3, supported by leaner inventory and robust demand for 400G/800G and 1.6T networking products.
Seeking Alpha8/27/2026Positive
MXL's AI Optical Growth Accelerates: Can It Challenge AVGO & MRVL?
MaxLinear's Keystone ramp, rising 800G demand and next-generation 1.6T pipeline strengthens its AI optical push against larger rivals.
Zacks Investment Research8/26/2026Positive
Here's Why MaxLinear (MXL) Is a Great 'Buy the Bottom' Stock Now
MaxLinear (MXL) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
Zacks Investment Research8/24/2026Positive
MaxLinear Stock Drops 23% in a Month: Should You Buy it on the Dip?
MXL's 23% monthly slide masks surging AI infrastructure demand, rising earnings estimates and a product pipeline aimed at extending growth into 2028.
Zacks Investment Research8/20/2026Negative
MaxLinear, Inc. Announces Upcoming Financial Conference Participation
CARLSBAD, Calif.--(BUSINESS WIRE)--MaxLinear announces upcoming financial conference participation.
Business Wire8/17/2026Neutral
Does MaxLinear (MXL) Have the Potential to Rally 31.25% as Wall Street Analysts Expect?
The mean of analysts' price targets for MaxLinear (MXL) points to a 31.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Zacks Investment Research8/14/2026Positive
MaxLinear Introduces RackCommander™ Control-Plane Portfolio for Next-Generation AI Infrastructure
CARLSBAD, Calif.--(BUSINESS WIRE)-- #AIInfrastructure--MaxLinear launches RackCommander™, a control-plane portfolio enabling connectivity, monitoring, control, and power management for AI infrastructure.
Business Wire8/11/2026Neutral
MaxLinear Expands AI Infrastructure Control-Plane Portfolio with Intelligent eFuse Solutions for Rack-Scale Power Protection and Telemetry
CARLSBAD, Calif.--(BUSINESS WIRE)-- #AIInfrastructure--MaxLinear introduces intelligent eFuse solutions that enhance power protection, telemetry, and serviceability in AI infrastructure.
Business Wire8/11/2026Neutral
MaxLinear Introduces Carmel™ High-Speed USB-to-UART Product for Next-Generation AI Data Center Console Access
CARLSBAD, Calif.--(BUSINESS WIRE)-- #AIInfrastructure--MaxLinear introduces Carmel™, a high-speed USB-to-UART device that enables low-latency console access for next-generation AI infrastructure.
Business Wire8/11/2026Neutral
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Data last updated: 9/7/2026