MaxLinear
MXLMarket price data through November 12, 2026.
Performance
Nov 2021 – Nov 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +14%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$52
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- April 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 6 months
- How long Benson has been tracking this pick.
About MaxLinear
MaxLinear designs the small chips that move data through fiber optic cables, home internet gear, and cell towers. Think of them as the translators that let streams of light carry your data. Its newest chips sit inside AI data centers, and that business is now the engine pulling the whole company forward.
The case for and against
Both sides of the story, in plain English.
- Light Speed Growth
Third quarter sales hit 218 million dollars, up 72% from a year ago and up 29% from just three months earlier. The part of the business tied to AI data centers grew 210% year over year. Management guides next quarter to between 240 and 260 million dollars, another jump of roughly 15%.
- Profits Turn Real
After subtracting every expense under standard accounting, MaxLinear kept about 14 cents of operating profit from each dollar of sales, versus losing 33 cents a year ago. It earned 30 cents a share instead of losing 52 cents. Even its gross margin crept up to 58.7%, so growth is not coming at the cost of pricing.
- Cash Is Tight
Even with record profits on paper, the business used 13.6 million dollars of cash in the third quarter, because it is spending heavily on inventory and prepayments to supply its customers. Long term debt climbed from about 124 million to 164 million dollars in three months, and the company just raised its borrowing line to 200 million dollars.
- Wild Ride
Growth leans on a small group of giant cloud companies, so any slowdown in their AI spending would be felt fast. An arbitration over the canceled Silicon Motion merger is still open, and part of this year's bonuses will be paid in new shares. The stock has risen about 340% in a year and swings nearly four times harder than the market.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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