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.
| 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 | 15.77 |
| Price-to-Sales (TTM) | 11.37 |
| EV/Revenue | 13.59 |
| EV/EBITDA | 12.27 |
| Quarterly Earnings Growth (YoY) | -71.40% |
| Quarterly Revenue Growth (YoY) | 55.20% |
| Shares Outstanding | $90.69M |
| Float | $85.22M |
| % Insiders | 5.87% |
| % Institutions | 84.26% |
Volatility is currently contracting
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MaxLinear has declined 17% since June but remains up over 400% year-over-year. Despite recent profit-taking, I maintain a Buy rating as MXL's fundamentals have strengthened. MXL trades at approximately 35x forward P/E against a FY2027 EPS estimate of $2.61.
AI is back! The Nasdaq notched a new high, lifted by an AI chip surge, as stocks continue to prove resilient in the face of external shocks. Nasdaq-100 earnings are growing at their fastest pace in more than 15 years, providing a strong fundamental backdrop for the AI-led rally. AI infrastructure companies are expected to be among the largest beneficiaries of record hyperscaler capex spending, which Goldman Sachs expects to reach $1.4T in 2027.
MaxLinear, Inc. (MXL) Presents at Citi's 2026 Global TMT Conference Transcript
MaxLinear, Inc. is rated 'Buy' following a 50%+ dip, with a $105/share price target and 67% upside potential. MXL's Keystone PAM4 DSP, Rushmore, and Annapurna platforms, plus Panther accelerators, are expected to drive substantial growth through 2027-2028. Q2 2026 saw Infrastructure segment revenue up 145% YoY; Q3 guidance implies 27% QoQ growth and ~60% adjusted gross margin.
MaxLinear has the AI infrastructure edge, backed by strong current revenue growth and multiple product ramps through 2027-2028.
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.
MaxLinear's Keystone ramp, rising 800G demand and next-generation 1.6T pipeline strengthens its AI optical push against larger rivals.
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.
MXL's 23% monthly slide masks surging AI infrastructure demand, rising earnings estimates and a product pipeline aimed at extending growth into 2028.
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