MaxLinear, Inc. (MXL)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
$62.74+5.53%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
QuarterlyIQ Insights · MXL
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $63 the market pays 11× p/s — above the 8.3× p/s peer median but in line with its own 12× history. That premium reflects a durable franchise our peer-anchored $52 fair value understates; treat the 'expensive vs peers' read with low confidence. Analysts target $75–$120. Note: our $52 fair value sits below the entire analyst range ($75–$120). The flat-multiple read looks rich, but earnings are inflecting up — trailing growth is accelerating and forward estimates confirm — so we've softened our read rather than brand an accelerating name expensive. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $102.50 | — | — | Analyst | medium |
| graham number | 12M | $8.73 | — | — | TTM | medium |
| Peer P/E | 12M | $60.38 | 25.3 | 2.39 | ntm analyst | medium |
| Peer P/S | 12M | $48.35 | 8.3 | 5.85 | TTM | medium |
| triangulated |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$75.00 – $120.00 (median $102.50) · 8 analysts · as of 2026-07-24
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $34.49 |
| 49.4 |
| 0.70 |
| Triangulated |
| medium |
| Peer P/E | 3Y | $79.86 | 25.3 | 3.16 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $104.65 | 8.3 | 12.65 | Analyst | medium |
| Peer P/E | 5Y | $105.61 | 25.3 | 4.18 | Hist. CAGR(prov.) | medium |
| Peer P/S | 5Y | $138.40 | 8.3 | 16.73 | Analyst | medium |