73,362 Shares in MaxLinear, Inc $MXL Bought by Lisanti Capital Growth LLC

Lisanti Capital Growth LLC acquired a new stake in shares of MaxLinear, Inc (NASDAQ:MXL) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 73,362 shares of the semiconductor company’s stock, valued at approximately $1,180,000.

Several other institutional investors have also added to or reduced their stakes in the stock. AIGH Capital Management LLC bought a new stake in shares of MaxLinear during the third quarter valued at approximately $17,809,000. XTX Topco Ltd purchased a new position in MaxLinear during the second quarter valued at $1,272,000. Moody Aldrich Partners LLC bought a new stake in shares of MaxLinear during the 3rd quarter valued at $2,291,000. Tectonic Advisors LLC purchased a new stake in shares of MaxLinear in the 2nd quarter worth about $1,188,000. Finally, Hodges Capital Management Inc. increased its stake in shares of MaxLinear by 270.5% in the 2nd quarter. Hodges Capital Management Inc. now owns 527,761 shares of the semiconductor company’s stock worth $7,499,000 after acquiring an additional 385,311 shares in the last quarter. 90.79% of the stock is currently owned by institutional investors.

MaxLinear Price Performance

Shares of NASDAQ MXL opened at $17.35 on Friday. The firm has a market cap of $1.52 billion, a P/E ratio of -10.98 and a beta of 1.77. MaxLinear, Inc has a twelve month low of $8.35 and a twelve month high of $20.82. The company has a quick ratio of 1.08, a current ratio of 1.55 and a debt-to-equity ratio of 0.27. The company has a 50 day moving average of $17.99 and a 200 day moving average of $16.50.

MaxLinear (NASDAQ:MXL) last posted its earnings results on Thursday, January 29th. The semiconductor company reported $0.19 EPS for the quarter, topping analysts’ consensus estimates of $0.18 by $0.01. MaxLinear had a negative return on equity of 6.84% and a negative net margin of 29.23%.The business had revenue of $136.44 million during the quarter, compared to analyst estimates of $134.82 million. During the same quarter last year, the company earned ($0.09) EPS. The company’s quarterly revenue was up 48.0% compared to the same quarter last year. As a group, research analysts expect that MaxLinear, Inc will post -0.37 EPS for the current fiscal year.

MaxLinear declared that its board has initiated a stock buyback plan on Monday, November 24th that authorizes the company to buyback $75.00 million in outstanding shares. This buyback authorization authorizes the semiconductor company to reacquire up to 5.8% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. Weiss Ratings reissued a “sell (d-)” rating on shares of MaxLinear in a research note on Thursday, January 22nd. Stifel Nicolaus set a $23.00 price target on MaxLinear in a research report on Friday, October 24th. Benchmark upped their price target on MaxLinear from $25.00 to $28.00 and gave the stock a “buy” rating in a research note on Friday, January 16th. Williams Trading set a $25.00 price objective on MaxLinear in a research note on Friday, October 24th. Finally, Wells Fargo & Company increased their target price on MaxLinear from $18.00 to $20.00 and gave the stock an “equal weight” rating in a research note on Friday. Two investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $19.57.

More MaxLinear News

Here are the key news stories impacting MaxLinear this week:

• Positive Sentiment: Q4 results beat consensus — revenue of $136.4M (up ~48% YoY) and EPS of $0.19, topping estimates and showing recovery vs. last year’s loss. MaxLinear Q4 Results Press Release
• Positive Sentiment: Management set Q1 revenue guidance of $130M–$140M, slightly above consensus, and highlighted improving data‑center momentum that supports 2026 outlook. Q1 Guidance (Press Release)
• Neutral Sentiment: Wells Fargo raised its price target from $18 to $20 but left an “equal weight” rating — a modest positive for valuation but not a buy signal. Wells Fargo Price Target Note
• Negative Sentiment: Analysts and commentary warned of “lumpy” quarter‑to‑quarter performance — investors may expect volatility in growth and margins even as revenue expands. MaxLinear Q4: Still A Lot Of Positives, But Lumpy Performance To Be Expected
• Negative Sentiment: Needham/TipRanks highlighted an ongoing arbitration with SIMO as a material overhang — unresolved legal/contract risk can suppress multiple expansion and investor appetite. Needham: SIMO Arbitration Overhang
• Negative Sentiment: Profitability metrics remain weak (negative net margin and ROE), which raises concern about sustainable earnings power even with top‑line growth. Q4 Results and Metrics (MarketBeat)

About MaxLinear

MaxLinear, Inc is a provider of radio-frequency (RF), analog, and mixed-signal integrated circuits for broadband communications, data center connectivity, and video infrastructure applications. The company’s product portfolio includes high-performance RF front-end modules, broadband power amplifiers, optical and Ethernet transceivers, and network processors designed to support demanding signal processing requirements.

MaxLinear’s semiconductor solutions are used by cable and satellite television operators, fiber-to-the-home service providers, network equipment manufacturers, and data center operators.