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    MaxLinear (MXL) Valuation After Strong Q4 Update Share Buyback And New Earnings Guidance

    Simply Wall St·02/06/2026 12:18:52
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    Why MaxLinear’s latest earnings are back in focus

    MaxLinear (MXL) is back on investor radars after its fourth quarter and full year 2025 results showed higher sales, a smaller net loss, fresh first quarter 2026 revenue guidance, and completion of a recent share repurchase.

    See our latest analysis for MaxLinear.

    Despite the stronger fourth quarter update, MaxLinear’s recent momentum has cooled. The 7 day share price return is 11.21% and the 30 day share price return is 12.57%, compared with a 90 day share price return of 15.92% and a 1 year total shareholder return of 4.09%.

    If this earnings news has you reassessing chip related opportunities, it could be a good moment to scan our list of 33 AI infrastructure stocks for more ideas in adjacent areas.

    With MaxLinear shares around US$17.11, trading below both analyst targets and some intrinsic value estimates, the key question is whether recent earnings progress is still underappreciated or if the market is already pricing in future growth.

    Most Popular Narrative: 13.8% Undervalued

    MaxLinear’s most followed narrative pegs fair value at $19.85, a premium to the recent $17.11 close. This puts the latest earnings update into sharper context.

    Accelerating demand for high-speed data center optical interconnects and next-generation PAM4 DSP solutions (Keystone and Rushmore), supported by robust design win momentum with major module makers and hyperscale customers, positions MaxLinear to capture a significant share of growing global data/AI infrastructure spend, likely driving meaningful revenue growth from late 2025 through 2027.

    Read the complete narrative.

    Want to understand why this narrative assigns a higher value than the market price? Revenue build out, margin recovery and a richer future earnings multiple sit at the core of the story. Curious how those moving parts interact across data center, broadband and wireless over several years? The full narrative breaks down the assumptions behind that fair value step by step.

    Result: Fair Value of $19.85 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, the story can unravel if broadband demand softens further or if intense pricing pressure from larger and low cost rivals continues to erode margins.

    Find out about the key risks to this MaxLinear narrative.

    Build Your Own MaxLinear Narrative

    If you see the story differently, or prefer to weigh the numbers yourself, you can shape a custom thesis in just a few minutes: Do it your way

    A great starting point for your MaxLinear research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.

    Looking for more investment ideas?

    If you want to broaden your watchlist beyond MaxLinear, this is a good moment to tap into a few focused stock ideas sourced from our screeners.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.