MAXLINEAR, INC
In the published model solve dated 2026-Q2, anchored at $67.54, MAXLINEAR, INC (MXL) is priced for today's economics sustained for ~21.8 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
MaxLinear sits in the mature box by classification, but the trailing financials read like a turn: the company carried a trailing operating loss while the most recent quarter showed revenue up 43% year over year and a return to per-share profit, led by an infrastructure line that more than doubled. The stage label and the recent trajectory are pulling in opposite directions, and which one you weight changes the whole read. At roughly $88.79 the price is being measured against sales, near 17x rev
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230 institutional managers reported holding MXL in 13F filings for the quarter ended 2026-03-31. Together they hold about 86% of the company; the top 10 hold 57%. 25 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 3.1M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
MXL's share count grew 15.4% over the past five years even with $47.92M spent on repurchases. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at MXL over the trailing three years: 2024: 1 buy totaling $1.40M. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
MXL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | -33.7% | -10.6% |
| 2023-10-26 | -26.3% | +70.3% |
| 2024-02-01 | -13.9% | +22.6% |
| 2024-04-25 | -0.5% | -3.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
MXL's latest 8-K filings: 2026-07-23 (items 2.02, 9.01); 2026-06-01 (items 4.01, 9.01); 2026-05-21 (items 5.02, 5.07, 9.01); 2026-04-23 (items 1.01, 2.02, 2.03, 9.01); 2026-02-17 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.