MaxLinear, Inc. (MXL)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-29
$67.47-5.78%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-29
Research Workspace
Put MXL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductors is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 56% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 37%, softest on free-cash-flow margins.
View QualityManagement screens weak on capital allocation, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 5% on a typical day and fell roughly 55% in its worst 12-month stretch.
View RiskMaxLinear’s infrastructure growth must keep accelerating to support its high valuation. Revenue growth rose from 43% to 55% to 72% year over year. Q3 2026 revenue growth accelerated, and non-GAAP earnings beat estimates. MXL trades at 78× P/E versus a 56× peer median. The price reflects less growth than our forecast, despite modest expectations. The 18% next-quarter miss probability and the 14% earnings-day drop flag repricing risk. Peer multiples imply a price about 38% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. MXL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering MXL (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for MXL in the last 4 months.
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Compare MXL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MXL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put MXL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Enhance revenue growth
Infrastructure revenue growth is a meaningful catalyst for revenue growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $67.47
The last 12 months of price, then the range of analyst 12-month targets from today’s $67.47.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Manage operating income
Estimate beat is positive, but share decline signals investor concerns; transcript details are unspecified.
Advances: Enhance revenue growth
Focus on infrastructure and data centers aligns with revenue growth.
Advances: Enhance revenue growth
AI demand boosts earnings and revenue growth.
Advances: Enhance revenue growth
AI transceivers enhance revenue growth potential.
Advances: Enhance revenue growth
AI transceivers enhance revenue growth potential.
Advances: Enhance revenue growth
Robust revenue growth aligns with management's goals.
Advances: Enhance revenue growth
Revenue forecast increase supports growth objectives.
