MXL

$76.65+$2.32 (+3.12%)live

Compare

Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$6.7B

91M shares

52-week range

$12.77 – $128.30

55% from low

Sector

SEMICONDUCTORS & RELATED DEVICES

Exchange

NASDAQ

Change+$26.10

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$725M	+55.6%	$1.68	$1.66–$1.71	45.7×	5
2027	$941M	+29.7%	$2.58	$2.38–$2.81	29.7×	6
2028	$1.1B	+18.5%	$3.09	$1.66–$3.96	24.8×	3
2029	$1.3B	+12.2%	$3.53	$2.97–$3.78	21.7×	1

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 7 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-07-23	$0.33	$0.35	+6.3%
2026-04-23	$0.18	$0.22	+22.2%
2026-01-29	$0.18	$0.19	+5.6%
2025-10-23	$0.12	$0.14	+16.7%
2025-07-23	$0.02	$0.02	+0.0%
2025-04-23	$-0.05	$-0.05	+0.0%
2025-01-29	$-0.13	$-0.09	+30.8%
2024-10-23	$-0.32

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
MXLMaxLinear, Inc.	$76.65	+3.12%	$7.0B	—
ALITAlight, Inc.	$14.63	+4.57%	$385M	—
AMPLAmplitude, Inc.	$13.30	+7.43%	$1.8B	—
AOSLAlpha and Omega Semiconductor Limited	$30.62	-15.60%	$916M	—
COHUCohu, Inc.	$58.34	+3.92%

MaxLinear, Inc. Common Stock

MaxLinear Inc is a provider of radio frequency and mixed-signal integrated circuits for cable and satellite broadband communications, the connected home, and for data center, metro, and long-haul fiber networks. The company's radio frequency receiver products capture and process digital and analog broadband signals to be decoded for various applications. Its product options include both radio frequency receivers and radio frequency receiver systems-on-chips. The company's products enable the distribution and display of broadband video and data content in a wide range of electronic devices.

www.maxlinear.com

Employees: 786
IPO / List date: Mar 24, 2010
HQ: CARLSBAD, CA

Held by traders on TradeandTell

No one on the platform currently holds MXL.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	445,913	$7.8M

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded MXL yet.

$MXL chatter on StockTwits

frank@BowToTheDow1d
$MXL I think most would agree. But it is a free service, they have to make money somehow.
View on StockTwits ↗
venky rao@victorgnBullish1d
$MXL $94.55
View on StockTwits ↗
Ripster , Tenet Trade Group@ripster471d
$AEHR Another one our Top Conviction Plays going bonkers Keep eyes on $MXL too
View on StockTwits ↗
Anonymous@Index08122d
$MXL Stocktwits really sucks due to the amount of adds that spam the website.
View on StockTwits ↗
Nick B@NickB012d
$MXL Decided to buy back in with a half position at 69.75 after selling at 94.02. This should move much higher over the next year.
View on StockTwits ↗
AlertsAndNews@AlertsAndNews3d
$MXL MaxLinear Introduces Carmel™ High-Speed USB-to-UART Product for Next-Generation AI Data Center Console Access "today announced Carmel™, MxL81434, a next-generation high-speed USB-to-UART product designed to support console access, system bring-up, monitoring, debugging, and infrastructure management in AI data centers and hyperscale cloud environments. Carmel™ combines 480Mbps High-Speed USB connectivity, four high-performance UART channels operating at up to 15 Mbps each, an integrated I²C master, and 32 GPIOs in a highly integrated device for modern server and rack-scale management designs."
View on StockTwits ↗
Joanna Leigh@TeamSetupAlpha4d
Photonics / AI Interconnect - Connectivity Silicon Watchlist AI data-center bandwidth is becoming a critical bottleneck. These are the connectivity names I’m watching for the next potential breakout: $CRDO $MRVL $ALAB $MXL $SMTC The AI buildout needs faster, higher-bandwidth connections - and this part of the stack could become a major beneficiary. If you want to see the high-conviction stocks I’m watching, my full portfolio, and every trade I make… Head to my profile.
View on StockTwits ↗
Joanna Leigh@TeamSetupAlpha5d
THE 5 STOCKS DOMINATING 2026 SO FAR These names are riding powerful AI, semiconductor, memory and optical-networking trends: $AXTI → InP substrate supplier. Surging InP demand + major capacity expansion are key catalysts. $SNDK → NAND & enterprise storage play benefiting from explosive AI data-center demand. $AEHR → Wafer-level semiconductor testing. Silicon-photonics customer ramp is the catalyst to watch. $MXL → Analog/mixed-signal semiconductor name with optical-product production ramp ahead. $AAOI → Optical networking supplier for AI data centers. 800G ramp, 1.6T adoption + capacity expansion could drive the next leg. AI infrastructure is creating winners across the entire supply chain. Which one still has the most upside? If you want to see the high-conviction stocks I’m watching, my full portfolio, and every trade I make… Head to my profile.
View on StockTwits ↗
Market Pulsee@MarketPulsee6d
Photonic stocks have pulled back recently, but my long-term thesis remains unchanged. My personal price targets: $ALAB → $600 (2027) $MXL → $150 (2026) $SMTC → $250 (2027) $TSEM → $500 (2027) The AI infrastructure buildout is moving beyond GPUs. will continue growing. Short-term volatility is normal in emerging AI infrastructure themes. The focus remains on the long-term opportunity. Follow my profile for more AI infrastructure, photonics, semiconductor, and next-generation technology analysis. NFA. DYOR.
View on StockTwits ↗
Bull Theory@BullTheory6d
More TLDR takeaways from $AAOI earnings: One major takeaway: DSP and TIA bottlenecks are becoming a bigger industry issue. This could be a positive read-through for: $MXL $SMTC $MTSI The bigger story is the revenue ramp. $AAOI expects: Q2 revenue: $191.9M Q3 guidance: ~$255M-$290M Q4 expected revenue: $500M+ By mid-2027, the company is targeting roughly a $1.41B quarterly revenue run rate. That is an aggressive growth trajectory. AI data centers are pushing demand across the entire optical ecosystem: Optical modules Signal processing Connectivity components High-speed networking The AI infrastructure opportunity is expanding beyond GPUs. The next bottleneck may be moving data faster and more efficiently. Follow my profile for more AI infrastructure, optical networking, and semiconductor insights. NFA. DYOR.
View on StockTwits ↗
Jodie Christy@JodieChristy6d
$AAOI is trading strong around $141.25 right now! $MXL holds solid ground near $73.75!Management flagged DSP and TIA bottlenecks, serving as a massive bullish read-through for $MXL, $SMTC, and$MTSI! Q4 revenue is projected to smash past $500M, eyeing a jaw-dropping $1.41B quarterly run-rate by mid-2027!Are you blown away by the relentless revenue ramps in the optical space? Discipline and timing keep us ready for what's next. Stay alert and keep those notifications active.
View on StockTwits ↗
Matthew Joseph@BinaryLogicBullish6d
$AMPG $MXL $AAOI [Again]
View on StockTwits ↗
PatternRank@patternrankBullishAug 6
Today's 7-Day signals are out 🚀 Short-term setups ranked by confidence — no opinions, just models. Names showing up today: $CEVA $MXL $AOSL $SEDG $UCTT (7D horizon · refreshed for 2026-08-06)
View on StockTwits ↗
flabb@flabbAug 5
$MXL 67.10 limit order in she is 70.60 x 71.87 Keep on Building your Army !! Battle On!!
View on StockTwits ↗
EQTOPS@SwarbbAug 5
$MXL $MXL Come on show some strength, you touched 125, after excellent earning we expect more.
View on StockTwits ↗

Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.