MXL MaxLinear, Inc. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
19:16
Sep 11
Sep 11
MXL dark horse in 1.6 DSP chip cycle
Author argues MXL is 'extremely slept on' with 3-6x potential, having already risen 400% in eight months. DSP chips are essential for efficient data transfer between GPUs in long data center racks, and while Marvell and Broadcom currently dominate DSP market share, MXL is third and a dark horse to gain ground in the 1.6 DSP chip cycle. The catalyst is the 1.6 DSP chip cycle; main risk is competitive dominance of Marvell and Broadcom.
HIGH
02:03
Sep 10
Sep 10
MXL on watchlist to buy on FOMC dip
The author lists MXL on their watchlist, planning to buy on a dip around the September 15/16 FOMC decision. They note having made a nice profit earlier this year off MXL but exited too soon, implying continued bullish interest. No specific fundamental catalyst or risk is provided beyond the anticipated market correction.
MED
01:42
Sep 10
Sep 10
Author lists companies covered at Goldman and Citi TMT conferences as research coverage.
Author lists companies covered at Goldman and Citi TMT conferences as research coverage, not positions or directional calls.
LOW
19:22
Sep 03
Sep 03
Portfolio reweighting shows reduced positions in existing holdings, new small stakes added.
Portfolio reweighting shows reduced positions in existing holdings, new small stakes added, and complete exits from ten tickers, reflecting a strategic shift toward cash and selective reallocation.
LOW
21:24
Aug 25
Aug 25
Author explicitly more bullish on MXL.
Author explicitly says the MXL executive move makes them even more bullish than before, indicating a forward bullish stance on MXL.
22:45
Aug 15
Aug 15
MXL named as liked watchlist candidate
Author names MXL as a liked watchlist candidate in response to a direct question about names to add or start positions in; no position confirmed, no specific catalyst given.
MED
06:51
Aug 11
Aug 11
Author discusses MaxLinear's new RackCommander and its thematic connection to Astera and Vertiv.
Author discusses MaxLinear's new RackCommander and its thematic connection to Astera and Vertiv, but frames it as research and portfolio context, not a fresh trade call.
LOW
22:10
Aug 09
Aug 09
MXL faces structural headwind in CPO era
Fade MXL as the co-packaged optics (CPO) era emerges; despite current strong performance, the speaker flags a structural headwind where CPO architecture may displace MXL's existing product positioning.
MED
13:35
Aug 07
Aug 07
MXL cited as mid-tier optical DSP supplier
MXL co-mentioned as the middle tier in a SIVE→MXL→AAOI supply chain thesis; described as integrating SIVE laser components into DSPs supplied to AAOI for 800G/1.6T transceivers.
MED
12:59
Aug 07
Aug 07
MXL long on AAOI interconnect read-through
Buy MXL; author discloses a large existing long position, supported by AAOI earnings flagging DSP and TIA bottlenecks as a positive industry read-through for MXL's interconnect business.
MED
12:55
Aug 07
Aug 07
DSP/TIA bottleneck read-through for MXL/SMTC/MTSI
Watch MXL, SMTC, and MTSI as read-through beneficiaries of DSP and TIA bottlenecks flagged in AAOI's earnings call. Analytical framing only; no author position disclosed.
MED
23:38
Aug 06
Aug 06
MaxLinear could become major RF ecosystem customer
Suggests MaxLinear could become a major customer in the expanding RF and satellite communications ecosystem.
LOW
19:12
Jul 31
Jul 31
Buy MXL as optical component demand extends — raised optical revenue guidance.
Buy MXL as optical component demand extends — raised optical revenue guidance, overlapping 800G and 1.6T ramp cycles through 2027 create a sustained multi-year revenue tailwind with both cycles printing simultaneously.
MED
13:44
Jul 31
Jul 31
Buy MXL as raised optical revenue guidance and overlapping 800G/1.6T demand cycles through 2027.
Buy MXL as raised optical revenue guidance and overlapping 800G/1.6T demand cycles through 2027 create a multi-year revenue tailwind; the company is positioned to benefit from both generations simultaneously.
HIGH
19:05
Jul 29
Jul 29
MXL pulled back to 200EMA/200D at prior earnings gap level.
MXL pulled back to 200EMA/200D at prior earnings gap level; author sees potential but explicitly holds no position.
LOW
06:08
Jul 28
Jul 28
Author provides post-earnings analysis on MXL with technical levels and a fundamentally bullish.
Author provides post-earnings analysis on MXL with technical levels and a fundamentally bullish view (DSP concerns overblown, strong earnings ahead) but explicitly states no position and resists buying.
LOW
02:36
Jul 27
Jul 27
MaxLinear reported 55% revenue growth and 145% infrastructure growth, with its 800G PAM4 DSP in commercial production and 1.6T positioned as the next generation. The article notes 'massive growth' des
MaxLinear reported 55% revenue growth and 145% infrastructure growth, with its 800G PAM4 DSP in commercial production and 1.6T positioned as the next generation. The article notes 'massive growth' despite a weak stock reaction, implying potential mispricing.
Risk: Competition from Broadcom and Marvell in DSPs; customer concentration.
07:31
Jul 25
Jul 25
Watch MXL as beneficiary of fiber PON share gains, DOCSIS durability.
Watch MXL as beneficiary of fiber PON share gains, DOCSIS durability, and 800G optical DSP demand; moderate positive magnitude.
MED
07:31
Jul 25
Jul 25
WATCH MXL as the subject of the read-through report; no author position indicated.
MED
23:38
Jul 24
Jul 24
Buy MXL on post-earnings guide beat (+27.4% QoQ, +70% YoY next quarter).
Buy MXL on post-earnings guide beat (+27.4% QoQ, +70% YoY next quarter); 400G/800G optical DSP ramp across hyperscalers, 1.6T DSP entering production late 2026, infrastructure segment up 136% YoY, and mix shift toward high-margin optical driving gross margins above 60% with operating leverage to ~31-34%.
HIGH
22:12
Jul 24
Jul 24
The author took profits on their Intel and MaxLinear positions after earnings and is now.
The author took profits on their Intel and MaxLinear positions after earnings and is now maintaining a reduced exposure to navigate market volatility.
LOW
22:01
Jul 24
Jul 24
MXL beat on revenue and EPS; infrastructure revenue surged 145% on optical AI data-center.
MXL beat on revenue and EPS; infrastructure revenue surged 145% on optical AI data-center products; Q3 guide of $210-220M materially above consensus. Shares sold off with broader AI semi complex despite the strong print.
MED
11:03
Jul 24
Jul 24
The article provides a detailed, bullish assessment of MaxLinear's Q2 earnings beat and Q3 guide, highlighting 800G-driven revenue growth, margin expansion, and high-quality guidance from a qualified
The article provides a detailed, bullish assessment of MaxLinear's Q2 earnings beat and Q3 guide, highlighting 800G-driven revenue growth, margin expansion, and high-quality guidance from a qualified product. The stock's post-earnings decline is attributed to market sentiment, not fundamentals, suggesting potential mispricing.
Risk: The author notes 'concerns' (unspecified) and the stock's volatility; 800G demand may decelerate or competition could emerge in optical DSPs.
10:47
Jul 24
Jul 24
Premarket movers report shows Tesla leading Mag 7 gains after a 15% plunge.
Premarket movers report shows Tesla leading Mag 7 gains after a 15% plunge, Amkor rallies on Nvidia deal, Intel gains on strong forecast, MaxLinear slides on mixed results, and Oracle rises on a DoD contract.
07:01
Jul 24
Jul 24
Speaker cites MXL earnings beat not reflecting in price.
Speaker cites MXL earnings beat not reflecting in price, used as an example of poor market conditions; no directional commitment.
LOW
06:24
Jul 24
Jul 24
Watch MXL after earnings; revenue guidance beat is overshadowed by margin inline and weak cash.
Watch MXL after earnings; revenue guidance beat is overshadowed by margin inline and weak cash flow. No personal position disclosed.
MED
23:38
Jul 23
Jul 23
The author observes that strong earnings from Intel and Maxlinear are being sold off.
The author observes that strong earnings from Intel and Maxlinear are being sold off, interpreting this as a risk-off signal tied to Iran tensions, with a bearish near-term outlook for markets.
LOW
23:36
Jul 23
Jul 23
MXL reported Q2 revenue of $168.8M (+55% YoY), raised 2026 optical data-center revenue guide.
MXL reported Q2 revenue of $168.8M (+55% YoY), raised 2026 optical data-center revenue guide to $190M–$210M, with 1.6T DSP entering customer qualification; author has no position yet but flags strong operating results.
MED
20:12
Jul 23
Jul 23
Buy MXL on a confirmed AI optics inflection — Infrastructure segment +145% YoY.
Buy MXL on a confirmed AI optics inflection — Infrastructure segment +145% YoY, Q3 guide of $210-220M implies 27% sequential growth, Keystone ramping for 800G hyperscale optical with 1.6T next; inventory build signals orders already in hand. Author discloses current ownership.
HIGH
19:19
Jul 23
Jul 23
Provides an earnings preview for MXL with revenue/EPS estimates, upward revisions.
Provides an earnings preview for MXL with revenue/EPS estimates, upward revisions, and management's bullish outlook; no personal directional commitment.
MED
About MXL Analyst Coverage
Buzzberg tracks MXL (MaxLinear, Inc.) across 25 sources. 75 bullish vs 1 bearish calls from 25 analysts. Sentiment: predominantly bullish (45%). 164 total trade ideas tracked. Past 7 days: 1 bullish, 2 watch. Latest voices: u/daxter_101, u/NerdgirlfromTX, pequityresearch.