MaxLinear's Post-Earnings Selloff Is Your Buying Opportunity
MaxLinear is rated 'Buy' after a 21% post-earnings drop, which I view as overblown given strong fundamentals and guidance. MXL's infrastructure segment is inflecting, with 145% YoY growth and new products ramping for AI and data center applications, supporting accelerating revenue into 2026–2027. Management raised FY2026 optical data center revenue guidance to $210–230 million and expects GAAP gross margins at 60%, above the 10-year average.
