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MaxLinear Gains on Strong Q3 Growth and Upbeat Outlook

Investivoq PriceTracker

MaxLinear (MXL) is up 4.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears most likely tied to MaxLinear’s strong third-quarter results and a fourth-quarter revenue outlook that signaled continued momentum. Investor enthusiasm also seems to be centered on the company’s fast-growing AI data center infrastructure business, and part of the gain could reflect a rebound after recent volatility around earnings.

Details:

  • MaxLinear posted third-quarter net revenue of $218.1 million, up 29% from the prior quarter and 72% from a year earlier.
  • The company said infrastructure revenue jumped 210% year over year, driven by stronger adoption of its optical AI data center products.
  • Fourth-quarter revenue guidance was set at $240 million to $260 million, pointing to another step up in sales if execution holds.
  • MaxLinear also disclosed an amendment to its credit agreement that increased revolving borrowing capacity by $70 million to $200 million, which may have added confidence around financial flexibility.

    • Sources:

    MaxLinear Investor Relations, SEC, Yahoo Finance

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $MXL Insider Trading Activity

    MXL Insider Trades

    $MXL insiders have traded $MXL stock on the open market 25 times in the past 6 months. Of those trades, 0 have been purchases and 25 have been sales.

    Here’s a breakdown of recent trading of $MXL stock by insiders over the last 6 months:

    • KISHORE SEENDRIPU (Chairman, President and CEO) has made 0 purchases and 16 sales selling 591,454 shares for an estimated $50,435,856.
    • ALBERT J MOYER sold 15,741 shares for an estimated $1,227,798
    • THOMAS E PARDUN sold 11,000 shares for an estimated $1,155,000
    • CONNIE H. KWONG (Corporate Controller & PAO) has made 0 purchases and 2 sales selling 19,168 shares for an estimated $1,010,791.
    • TED L III TEWKSBURY has made 0 purchases and 3 sales selling 10,660 shares for an estimated $838,686.
    • DANIEL A ARTUSI sold 10,500 shares for an estimated $825,728
    • CAROLYN BEAVER sold 6,000 shares for an estimated $461,746

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $MXL Hedge Fund Activity

    We have seen 286 institutional investors add shares of $MXL stock to their portfolio, and 143 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • FMR LLC removed 3,611,846 shares (-68.6%) from their portfolio in Q2 2026, for an estimated $462,424,643
    • JPMORGAN CHASE & CO added 2,164,757 shares (+inf%) to their portfolio in Q2 2026, for an estimated $277,153,838
    • PRICE T ROWE ASSOCIATES INC /MD/ added 2,134,463 shares (+2241.8%) to their portfolio in Q2 2026, for an estimated $273,275,297
    • MARSHALL WACE, LLP removed 2,059,933 shares (-93.5%) from their portfolio in Q2 2026, for an estimated $263,733,221
    • D. E. SHAW & CO., INC. added 1,754,908 shares (+1648.7%) to their portfolio in Q2 2026, for an estimated $224,680,871
    • JANE STREET GROUP, LLC added 1,606,954 shares (+367.6%) to their portfolio in Q2 2026, for an estimated $205,738,320
    • FULLER & THALER ASSET MANAGEMENT, INC. added 1,282,533 shares (+inf%) to their portfolio in Q2 2026, for an estimated $164,202,699

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $MXL Price Targets

    Multiple analysts have issued price targets for $MXL recently. We have seen 2 analysts offer price targets for $MXL in the last 6 months, with a median target of $117.5.

    Here are some recent targets:

    • Tore Svanberg from Stifel set a target price of $110.0 on 06/29/2026
    • Cody Acree from Benchmark set a target price of $125.0 on 05/27/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.