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MXMXL

MaxLinear, Inc.

$MXL·$6.5B·Semiconductors·Technology
$71.32-8.8%YTD+397.1%1Y+308.2%
Price updated 7h ago·X counts updated 5d ago
MXMXL
$MXLMaxLinear, Inc.
$71.32-8.77%318 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MXL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

318X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MXL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 54% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-10-02

X is bullish on MaxLinear's repositioning — the stock ran from $19 in April to over $100 (+16% last week), broke the weekly lid, and infrastructure is now the largest segment with optical datacenter cited as the real repricing. The IBM-MRAM-for-FlashCore + MXL evaluating MRAM for AI servers thread adds a secondary partnership angle. The 20-week-base breakout is the technical trigger. No visible bear in the sample.

Read what X is saying about $MXL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MXL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

MaxLinear 5x'd on hyperscale PAM4 — Oct 22 earnings tests whether the AI-DSP mix is real revenue, not just backlog.

MaxLinear makes mixed-signal and connectivity chips — the newer story is the Keystone PAM4 DSP going into hyperscale AI data centers for scale-up and scale-out networking. The stock has gone up over 5x in 12 months on that pivot.

  • The commercial story is tangible: Q1 revenue +43% YoY as the AI-infrastructure mix became the largest segment — operating margin is still -16%, so this is pre-profit but on a visible glide path.
  • At 14.2x sales and PE -54 the stock prices in multiple quarters of continued AI-DSP acceleration — a bar the Oct 22 earnings print now has to clear concretely rather than through narrative.
  • 52-week range position is 69% with volume at 82% of average — the chart has consolidated an earlier run and the setup is coiled, with the AI-DSP bookings number as the catalyst that either triggers or stalls the next leg.

Oct 22 Q3 is the gate — any explicit PAM4 DSP revenue breakout plus hyperscaler customer commentary extends the move; a soft infrastructure print or inventory-digestion comment and the stock gives back a chunk of the 5x move.

Agrees with X sentimentThe thread has the right drivers — the weekly-lid break, Keystone PAM4 into hyperscale, the IBM-MRAM-plus-MXL-MRAM evaluation angle — and the 20-week base breakout framing is substantively grounded.

What to watch: Oct 22 Q3 — PAM4 DSP revenue disclosure, hyperscaler customer commentary, infrastructure-segment mix, and operating-margin trajectory. A soft infrastructure print or inventory-digestion comment is the clear invalidator.

On the calendar: 2026-10-22 — Q3 earnings

Read the AI verdict on $MXL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs mixed-signal and RF SoCs for broadband access, fiber networking, and data center connectivity infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $MXL.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $MXL

Partial — Designs mixed-signal and RF SoCs for broadband access, fiber networking, and data center connectivity infrastructure.; auto/industrial analog mix has limited direct AI capex exposure but benefits from overall fab utilization tightening.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-53.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-12.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-15.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
14.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-28.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
57.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$0.35$0.33+6.3%
Q1 2026Apr 23, 2026$0.22$0.18+22.2%
Q4 2025Jan 29, 2026$0.19$0.18+5.6%
Q3 2025Oct 23, 2025$0.14$0.12+16.7%
Next earningsThu, Oct 22·consensus EPS $0.56

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$137.2M+43.0%57.5%-12.2%$-0.52$-10.3M
Q4 FY25$136.4M+48.0%57.6%-10.9%$-0.17$6.7M
Q3 FY25$126.5M+55.9%56.6%-23.7%$-0.52$4.4M
Q2 FY25$108.8M+18.3%56.0%-17.5%$-0.31$9.3M

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$738.8M$735.5M – $741.3M$1.75$1.73 – $1.797
FY27$964.1M$924.0M – $995.4M$2.70$2.49 – $2.947
FY28$1.2B$922.5M – $1.3B$3.31$1.78 – $4.246
FY29$1.3B$1.1B – $1.3B$3.53$2.97 – $3.774

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+24.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 17Kishore SeendripuCEO351.5K sh$30.2MSellAug 14Kishore SeendripuCEO240.0K sh$20.2MSellMay 26Thomas E PardunDirector11.0K sh$1.2MSellMay 8Connie H. KwongCorporate Controller & PAO35.0K sh$3.4MSellMay 5Ted L TewksburyDirector3.9K sh$315KSellMay 4Ted L TewksburyDirector3.9K sh$304KSellMay 4Carolyn BeaverDirector6.0K sh$462KSellMay 4Albert J MoyerDirector15.7K sh$1.2MSellMay 4Daniel A ArtusiDirector10.5K sh$826KSellMay 1Ted L TewksburyDirector2.8K sh$219K
1–10 of 12
+ 18 other (9 exempts · 6 awards · 3 inkinds) in window

See when $MXL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial eventJun 18-K — Item 4.01
AI summary

MaxLinear dismissed Grant Thornton LLP as independent auditor effective May 28, 2026 with Audit Committee approval; Grant Thornton's reports for FY2024 and FY2025 contained no adverse opinions or qualifications, and no disagreements were reported. Auditor change is a notable governance event; reasons for the dismissal not disclosed in the filing.

8-KOfficer or director changeMay 218-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

MaxLinear, Inc. (MXL) filed an 8-K on May 20, 2026 disclosing a personnel change (Item 5.02) and annual shareholder meeting vote results (Item 5.07). MaxLinear is a Carlsbad, California-based fabless semiconductor company focused on broadband and connectivity listed on Nasdaq. The excerpt does not identify the executive involved; leadership changes at a mid-cap semiconductor company can be significant depending on the role.

8-KMaterial agreementApr 238-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 2.03: Material debt obligation
AI summary

MXL reported period ending 2026-04-23 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 11 other (4 13Gs · 2 10-Qs · 1 earnings 8-K · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

MaxLinear Accelerates AI-Powered Broadband with Topaz™ and Intelligent Network Innovations at Network X 2026gurufocus.com·4d agoMaxLinear Accelerates AI-Powered Broadband with Topaz™ and Intelligent Network Innovations at Network X 2026businesswire.com·4d ago2 Semiconductor Stocks to Buy and Hold Through 2032fool.com·8d ago3 Growth Stocks to Buy Instead of SpaceXfool.com·11d agoMaxLinear Introduces Topaz™, One of the Industry's Most Advanced AI-Ready PON HGU Chips for 10G and Beyondbusinesswire.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 2 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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