Universal Beteiligungs und Servicegesellschaft mbH Acquires Shares of 97,719 MaxLinear, Inc $MXL

Universal Beteiligungs und Servicegesellschaft mbH bought a new position in shares of MaxLinear, Inc (NASDAQ:MXL) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 97,719 shares of the semiconductor company’s stock, valued at approximately $1,571,000. Universal Beteiligungs und Servicegesellschaft mbH owned about 0.11% of MaxLinear at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Farther Finance Advisors LLC acquired a new position in shares of MaxLinear in the 2nd quarter valued at about $44,000. PNC Financial Services Group Inc. raised its position in MaxLinear by 104.4% during the second quarter. PNC Financial Services Group Inc. now owns 3,579 shares of the semiconductor company’s stock valued at $51,000 after acquiring an additional 1,828 shares in the last quarter. Raymond James Financial Inc. acquired a new position in MaxLinear in the second quarter valued at approximately $51,000. Strs Ohio purchased a new stake in MaxLinear in the 1st quarter worth approximately $63,000. Finally, GAMMA Investing LLC grew its stake in shares of MaxLinear by 36.6% during the 2nd quarter. GAMMA Investing LLC now owns 5,143 shares of the semiconductor company’s stock worth $73,000 after purchasing an additional 1,378 shares during the period. 90.79% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

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

MaxLinear Price Performance

Shares of MaxLinear stock opened at $17.35 on Friday. The stock has a market capitalization of $1.52 billion, a P/E ratio of -10.98 and a beta of 1.77. The business has a 50 day simple moving average of $17.99 and a two-hundred day simple moving average of $16.50. MaxLinear, Inc has a 12 month low of $8.35 and a 12 month high of $20.82. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.55 and a quick ratio of 1.08.

MaxLinear (NASDAQ:MXL) last issued its quarterly earnings results on Thursday, January 29th. The semiconductor company reported $0.19 EPS for the quarter, topping the consensus estimate 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 firm had revenue of $136.44 million during the quarter, compared to analysts’ expectations of $134.82 million. During the same period in the previous year, the business earned ($0.09) earnings per share. The firm’s revenue for the quarter was up 48.0% on a year-over-year basis. As a group, analysts predict that MaxLinear, Inc will post -0.37 EPS for the current fiscal year.

MaxLinear announced that its Board of Directors has initiated a stock repurchase plan on Monday, November 24th that allows the company to buyback $75.00 million in shares. This buyback authorization allows the semiconductor company to buy up to 5.8% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s management believes its shares are undervalued.

Key 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.