MaxLinear
MXLMarket price data through October 22, 2026.
Performance
Oct 2021 – Oct 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +26%
- 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
- 5 months
- How long Benson has been tracking this pick.
About MaxLinear
MaxLinear designs the small chips that move data through fiber optic networks, broadband modems, and 5G equipment. Think of them as the silicon plumbing of the internet. Its optical chips now sit inside AI data centers, and that business has become the engine driving the whole company.
The case for and against
Both sides of the story, in plain English.
- Data Center Rocket
Third quarter revenue hit 218.1 million dollars, up 72% from a year ago and 29% from just last quarter. The infrastructure business, powered by optical chips for AI data centers, grew 210% year over year. Management expects 240 to 260 million dollars next quarter, another jump of roughly 15%.
- Profits Go Real
Under standard accounting rules, the company flipped from an operating loss last quarter to a solid operating profit. It now keeps about 14 cents of operating profit from each dollar of sales, versus losing 33 cents a year ago, and earned 30 cents a share instead of losing 52 cents. Adjusted earnings more than quadrupled to 62 cents a share.
- Stock Pay Gap
Adjusted earnings of 62 cents a share are about double the 30 cents under standard accounting, and much of that gap is stock handed out to employees. A big part of this year's bonuses will also be paid in shares early next year, which slowly shrinks each owner's slice. Looking back over the full past year, the company still lost about 18 cents on every dollar of sales.
- Few Big Customers
Growth leans on a small group of giant cloud companies, so any slowdown in their AI spending would hit fast. An arbitration over the canceled Silicon Motion merger is still open, with a 160 million dollar termination fee in play. With a beta of about 3.9, this stock 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 2026-10-22. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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