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MXMXL

MaxLinear, Inc.

$MXL·$6.8B·Semiconductors·Technology
$59.91-2.9%YTD+307.9%1Y+268.3%
Mentions · last 7 days
2026-08-21: 13 posts2026-08-22: 4 posts2026-08-23: 5 posts101-10%
Price updated 1h ago·X counts updated 8d ago
MXMXL
$MXLMaxLinear, Inc.
$59.91-2.95%101 posts-10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $MXL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-08-31

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

MaxLinear up 308% YTD — CEO Seendripu cashed $50M in one day, optical/data-center supercycle intact, and the tape 23% below the 50-day after the rip.

MaxLinear makes communications systems-on-chip solutions — increasingly focused on the optical connectivity and data-center power delivery segments that AI infrastructure demands. The stock is up an extraordinary 308% YTD and 268% T12M, but has just pulled back 23% below the 50-day as CEO insider selling landed.

  • The revenue re-acceleration is real: Q1 revenue grew 43% year-over-year to $137M, prior quarters ran 18-56%, gross margins hold 57-58%, and operating losses narrowed as the AI-optical mix expands — the last four EPS prints beat consensus by 6-22%, confirming the operating story.
  • The valuation is stretched but not extreme for the growth: at 14x sales with 43% revenue growth and consensus FY27 EPS of $2.58 (up from $1.67 FY26), MXL is priced as an AI-optical winner — the sell-side framing of 'a twelve-month window, not a 2028 promise' captures the near-term catalyst window.
  • The CEO selling is loud and specific: Kishore Seendripu sold $50.4M across two Aug 18 tranches at $85 and $84 (well above the current $62 tape) — that's a big cash-out from the CEO right at the 52-week highs, which the recent pullback partly reflects, though not the primary driver.
  • The sector setup remains supportive: MaxLinear appearing on Stage 2 breakout scans alongside AAOI and NBIS, bullish market-support-band respect on the daily, and BNY Mellon adding 509K shares (Aug 27) — those are the flows that would absorb the CEO's exit and support a coiled base.

The path if the run resumes is an Oct 22 Q3 print keeping revenue above +40% year-over-year with specific data-center attach commentary — the tape breaks the coil upward and 'MaxLinear could hit 5-year targets this year' framing catches. What extends the drift is a Q3 that shows optical-connectivity growth decelerating; that's when the CEO's $50M sale looks well-timed and the tape retests the 200-day support 33% below spot.

Agrees with X sentimentThe bullish X take — MXL closing above the 50-day SMA and appearing on Stage 2 breakout scans alongside AAOI and NBIS, traders highlighting bullish market-support-band respect on the daily and a rebound off recent selling — captures the coiled-with-quiet-conviction setup exactly.

What to watch: The Oct 22 Q3 print — revenue above +40% YoY with specific data-center attach commentary breaks the coil upward; a Q3 with optical-connectivity growth decelerating is what retests the 200-day support 33% below spot.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-21

MaxLinear posts are constructive as the optical-themed name closes above the 50-day SMA and appears on Stage 2 breakout scans alongside AAOI and NBIS. Traders highlight bullish market-support-band respect on the daily and a rebound off recent selling. Tone is quiet-conviction long.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

Hyperscaler AI capex keeps Blackwell allocation tight and HBM3e pricing firm; NVDA's data-center backlog and AVGO's networking wins confirm the cycle is not peaking. LLM context-window expansion — the structural demand pull — extends through at least 2H26.

What this means for $MXL

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; MaxLinear, Inc.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+85.1%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 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$725.2M$722.0M – $727.7M$1.68$1.66 – $1.717
FY27$940.7M$901.5M – $971.2M$2.58$2.38 – $2.818
FY28$1.1B$886.1M – $1.2B$3.09$1.66 – $3.966
FY29$1.3B$1.1B – $1.3B$3.53$2.97 – $3.785

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.0.4×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.42%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.-22.6%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.+33.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 84.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.985-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

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 15
+ 16 other (8 exempts · 6 awards · 2 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
Free, forever. No credit card.

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.

+ 15 other (5 13Gs · 3 proxys · 2 10-Qs · 1 earnings 8-K) in window

Recent news

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

MaxLinear: A Twelve Month Window, Not A 2028 Promiseseekingalpha.com·2d agoMXL vs. VICR: Which Has the Better AI Infrastructure Opportunity?zacks.com·3d agoMaxLinear Could Hit 5-Year Targets This Year - It's Growing That Fastseekingalpha.com·4d agoBank of New York Mellon Corp Buys Shares of 509,357 MaxLinear, Inc $MXLdefenseworld.net·5d agoMXL's AI Optical Growth Accelerates: Can It Challenge AVGO & MRVL?zacks.com·5d ago

In themes

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

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Voices on X · top 3 · 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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