MaxLinear, Inc. (MXL)

In the past six months, MaxLinear's stock has been influenced by financial announcements. In Q3 2025, MaxLinear reported net revenue of $126.5 million, a 56% year-over-year increase, with non-GAAP earnings per share at $0.14, exceeding expectations. Management projected Q4 2025 revenue between $130 million and $140 million. In November 2025, MaxLinear announced a $75 million share repurchase plan. MaxLinear's stock price experienced a 26% drop in November 2025, and over the past year, the stock underperformed the US Semiconductor industry and the US Market.

MaxLinear operates within the cyclical semiconductor industry, with performance tied to digital transformation trends. Key growth drivers include data center optical interconnects, 5G wireless infrastructure, and multi-gigabit PON broadband access and Wi-Fi 7. All of MaxLinear's end markets were expected to show sequential growth in Q2 2025. Specific, consistent seasonal demand patterns beyond these broader industry cycles and growth drivers are not explicitly detailed in the available information.

MaxLinear, Inc. is a leading provider of high-performance analog and mixed-signal integrated circuits (ICs) for communication and infrastructure applications. The company develops communications systems-on-chip (SoCs) that integrate various functionalities, including RF, analog, digital signal processing, security, data compression, networking, and power management. Its product portfolio includes RF front-end modules, power amplifiers, optical and Ethernet transceivers, and network processors for applications such as broadband gateways, data centers, and industrial/automotive systems. MaxLinear also provides Wi-Fi SoCs, Ethernet switches, optical networking components, and solutions for connected homes and communication networks.

MaxLinear has a global presence with design centers, sales offices, and support facilities in North America, Europe, and Asia Pacific. Its products are integrated into devices manufactured by global OEMs and deployed by service providers worldwide. In Q2 2025, Asia accounted for over 80% of MaxLinear's total revenue.

MaxLinear has a strong reputation for innovation and delivering high-performance, power-efficient semiconductor solutions. The company is recognized for its commitment to technological advancement and customer collaboration. MaxLinear's news sentiment score is generally positive at 0.80.

MaxLinear's ownership is primarily distributed among institutional investors, individual shareholders, and company insiders. Major institutional holders include Vanguard Group Inc., BlackRock Inc., and Renaissance Technologies LLC. Insider ownership was around 6.58% to 7.80% as of June and July 2025, with CEO Kishore Seendripu holding 5.85% of the company's shares.