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Maxlinear, Inc. (MXL) Fundamental Analysis & AI Grade 2026

MXL Nasdaq Semiconductors & Related Devices CIK: 0001288469
Updated This Month • Analysis: Apr 29, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
60% Confidence
AGREEMENT
C
55% Conf
B
64% Conf

📊 MXL Key Takeaways

Revenue: $137.2M
Net Margin: -32.9%
Free Cash Flow: $-10.3M
Current Ratio: 1.70x
Debt/Equity: 0.27x
EPS: $-0.52
AI Grade: C with 55% confidence
Maxlinear, Inc. (MXL) receives a C fundamental grade with 60% confidence from our AI analysis based on SEC 10-K filings. With revenue of $137.2M, net profit margin of -32.9%, and return on equity (ROE) of -9.9%, Maxlinear, Inc. demonstrates mixed fundamentals in the Technology sector. Below is our complete MXL stock analysis for 2026.

Is Maxlinear, Inc. (MXL) a Good Investment?

Claude

MaxLinear demonstrates strong topline growth (+29.7% YoY) with healthy gross margins (57.5%), indicating solid market demand for its semiconductor products. However, the company remains deeply unprofitable with a -32.9% net margin and negative free cash flow (-$10.3M), suggesting significant operational efficiency or cost structure challenges. Without demonstrated progress toward profitability, the company's cash burn is unsustainable despite modest cash reserves and low leverage.

ChatGPT

MaxLinear shows a strong revenue rebound and a healthy 56.8% gross margin, suggesting competitive positioning and improving mix. However, it remains unprofitable with deeply negative operating and net margins and negative interest coverage, while liquidity is only moderate (quick ratio 0.92x). Positive but thin free cash flow is encouraging, yet a sustained margin turnaround is needed before a more constructive view.

Maxlinear, Inc. Key Strengths (MXL)

Claude
  • + Strong revenue growth of 29.7% YoY indicates robust market demand and successful product adoption
  • + Healthy gross margin of 57.5% demonstrates pricing power and efficient manufacturing despite competitive semiconductor landscape
  • + Conservative balance sheet with low leverage (0.27x Debt/Equity) and adequate liquidity (1.70x current ratio) provides financial flexibility
ChatGPT
  • + Strong revenue growth (+29.7% YoY)
  • + Robust gross margin (56.8%)
  • + Conservative leverage (0.27x D/E) with positive FCF

MXL Stock Risks: Maxlinear, Inc. Investment Risks

Claude
  • ! Severe unprofitability with -32.9% net margin and -$17.2M operating loss despite $137.2M revenue signals fundamental operational issues
  • ! Negative free cash flow of -$10.3M indicates cash burn from operations with approximately 6-year runway at current burn rates given $61.1M cash
  • ! Massive gap between gross margin (57.5%) and operating margin (-12.5%) reflects excessive operating expenses relative to production costs, suggesting cost structure problems
ChatGPT
  • ! Persistent operating and net losses (negative margins)
  • ! Negative interest coverage indicating financing risk if losses persist
  • ! Tight liquidity and limited cash cushion (quick ratio 0.92x, cash $72.8M)

Key Metrics to Watch

Claude
  • * Operating margin trend and timeline to breakeven operations
  • * Operating cash flow and free cash flow inflection to positive territory
  • * Operating expense ratio as percentage of revenue to assess cost discipline and efficiency improvements
ChatGPT
  • * Operating margin (path to breakeven)
  • * Free cash flow margin

Maxlinear, Inc. (MXL) Financial Metrics & Key Ratios

Revenue
$137.2M
Net Income
$-45.1M
EPS (Diluted)
$-0.52
Free Cash Flow
$-10.3M
Total Assets
$771.3M
Cash Position
$61.1M

💡 AI Analyst Insight

Maxlinear, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

MXL Profit Margin, ROE & Profitability Analysis

Gross Margin 57.5%
Operating Margin -12.5%
Net Margin -32.9%
ROE -9.9%
ROA -5.9%
FCF Margin -7.5%

MXL vs Technology Sector: How Maxlinear, Inc. Compares

How Maxlinear, Inc. compares to Technology sector averages

Net Margin
MXL -32.9%
vs
Sector Avg 18.0%
MXL Sector
ROE
MXL -9.9%
vs
Sector Avg 22.0%
MXL Sector
Current Ratio
MXL 1.7x
vs
Sector Avg 2.5x
MXL Sector
Debt/Equity
MXL 0.3x
vs
Sector Avg 0.5x
MXL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Maxlinear, Inc. Stock Overvalued? MXL Valuation Analysis 2026

Based on fundamental analysis, Maxlinear, Inc. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
-9.9%
Sector avg: 22%
Net Profit Margin
-32.9%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.27x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Maxlinear, Inc. Balance Sheet: MXL Debt, Cash & Liquidity

Current Ratio
1.70x
Quick Ratio
1.12x
Debt/Equity
0.27x
Debt/Assets
41.1%
Interest Coverage
-6.35x
Long-term Debt
$123.8M

MXL Revenue & Earnings Growth: 5-Year Financial Trend

MXL 5-year financial data: Year 2021: Revenue $892.4M, Net Income -$19.9M, EPS $-0.28. Year 2022: Revenue $1.1B, Net Income -$98.6M, EPS $-1.35. Year 2023: Revenue $1.1B, Net Income $42.0M, EPS $0.53. Year 2024: Revenue $1.1B, Net Income $125.0M, EPS $1.55. Year 2025: Revenue $693.3M, Net Income -$73.1M, EPS $-0.91.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Maxlinear, Inc.'s revenue has declined by 22% over the 5-year period, indicating business contraction. The most recent EPS of $-0.91 indicates the company is currently unprofitable.

MXL Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-7.5%
Free cash flow / Revenue

MXL Quarterly Earnings & Performance

Quarterly financial performance data for Maxlinear, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $95.9M -$45.1M $-0.52
Q3 2025 $81.1M -$26.6M $-0.52
Q2 2025 $92.0M -$26.6M $-0.31
Q1 2025 $95.3M -$49.7M $-0.58
Q3 2024 $81.1M -$4.4M $-0.43
Q2 2024 $92.0M -$4.4M $-0.05
Q1 2024 $95.3M $9.5M $0.12
Q3 2023 $135.5M -$4.4M $0.35

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Maxlinear, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$8.9M
Cash generated from operations
Stock Buybacks
$20.0M
Shares repurchased (TTM)
Capital Expenditures
$1.4M
Investment in assets
Dividends
None
No dividend program

MXL SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Maxlinear, Inc. (CIK: 0001288469)

📋 Recent SEC Filings

Date Form Document Action
May 26, 2026 4 xslF345X06/wk-form4_1779827822.xml View →
May 22, 2026 4 xslF345X06/wk-form4_1779485840.xml View →
May 22, 2026 4 xslF345X06/wk-form4_1779485759.xml View →
May 22, 2026 4 xslF345X06/wk-form4_1779485747.xml View →
May 22, 2026 4 xslF345X06/wk-form4_1779485741.xml View →

Frequently Asked Questions about MXL

What is the AI rating for MXL?

Maxlinear, Inc. (MXL) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 60% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MXL's key strengths?

Claude: Strong revenue growth of 29.7% YoY indicates robust market demand and successful product adoption. Healthy gross margin of 57.5% demonstrates pricing power and efficient manufacturing despite competitive semiconductor landscape. ChatGPT: Strong revenue growth (+29.7% YoY). Robust gross margin (56.8%).

What are the risks of investing in MXL?

Claude: Severe unprofitability with -32.9% net margin and -$17.2M operating loss despite $137.2M revenue signals fundamental operational issues. Negative free cash flow of -$10.3M indicates cash burn from operations with approximately 6-year runway at current burn rates given $61.1M cash. ChatGPT: Persistent operating and net losses (negative margins). Negative interest coverage indicating financing risk if losses persist.

What is MXL's revenue and growth?

Maxlinear, Inc. reported revenue of $137.2M.

Does MXL pay dividends?

Maxlinear, Inc. does not currently pay dividends.

Where can I find MXL SEC filings?

Official SEC filings for Maxlinear, Inc. (CIK: 0001288469) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MXL's EPS?

Maxlinear, Inc. has a diluted EPS of $-0.52.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is MXL's fundamental grade?

Based on our AI fundamental analysis in May 2026, Maxlinear, Inc. has a C grade with 60% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is MXL stock overvalued or undervalued?

Valuation metrics for MXL: ROE of -9.9% (sector avg: 22%), net margin of -32.9% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is MXL's AI grade for 2026?

Our dual AI analysis gives Maxlinear, Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is MXL's free cash flow?

Maxlinear, Inc.'s operating cash flow is $-8.9M, with capital expenditures of $1.4M. FCF margin is -7.5%.

How does MXL compare to other Technology stocks?

Vs Technology sector averages: Net margin -32.9% (avg: 18%), ROE -9.9% (avg: 22%), current ratio 1.70 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 29, 2026 | Data as of: 2026-03-31 | Powered by Claude AI