MXL teams up with Edgecore Networks to advance AI-driven edge networking, combining open infrastructure and 10Gbps connectivity solutions.
I am rating MaxLinear a Strong Buy because the company has moved from a cyclical connectivity recovery story into a real AI data center connectivity ramp. The main growth drivers are Keystone 400G and 800G ramps, Rushmore and Washington for 1.6 optical interconnects, Annapurna for scale-up copper connectivity, Panther for AI inference, and a hyperscale PON design win. My price target is $196.5, representing 98.5% upside potential from the current price of $99. I arrive at my PT by using $2.78 2028 EPS and 74.21x FWD non-GAAP P/E multiple.
MaxLinear ( NASDAQ :MXL ) was a boring broadband chip company until AI data centers started booming.
Don't worry, Joe DiMaggio, your 56-game hitting streak is safe. The iShares Semiconductor ETF NASDAQ: SOXX had its own hitting streak end at 18 straight days, gaining more than 30% over the period.
Does MaxLinear (MXL) have what it takes to be a top stock pick for momentum investors? Let's find out.
MaxLinear, Inc. (MXL) Q1 2026 Earnings Call Transcript
Shares of MaxLinear, Inc (NASDAQ: MXL - Get Free Report) reached a new 52-week high on Wednesday. The stock traded as high as $37.37 and last traded at $33.70, with a volume of 9079395 shares trading hands. The stock had previously closed at $31.73. Wall Street Analyst Weigh In Several analysts have weighed in on
MaxLinear (MXL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
MaxLinear, Inc. (MXL) Q4 2025 Earnings Call Transcript
MaxLinear (MXL) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to a loss of $0.09 per share a year ago.
MaxLinear, Inc. shows early signs of operational turnaround, with strong Q3 results and improving cash generation. Infrastructure segment is the main growth engine, with management targeting $60–$70 million revenue in 2025 and further acceleration in 2026. Arbitration risk from the failed Silicon Motion acquisition remains significant, with potential liabilities exceeding MXL's current cash reserves.
MaxLinear shows sequential revenue growth and narrowing losses but remains unprofitable with a mixed execution track record. The company trades at a modest sales multiple, with shares recovering amid AI sector momentum, yet realistic losses persist, and operating leverage remains limited. The failed Silicon Motion deal still poses a $160 million arbitration risk, though manageable, although that continued dilution is a concern.