12,658 Shares in MaxLinear, Inc $MXL Bought by Cornerstone Investment Partners LLC

Cornerstone Investment Partners LLC purchased a new position in shares of MaxLinear, Inc (NASDAQ:MXL) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 12,658 shares of the semiconductor company’s stock, valued at approximately $221,000.

Several other hedge funds have also recently modified their holdings of MXL. EverSource Wealth Advisors LLC lifted its holdings in shares of MaxLinear by 97.0% during the third quarter. EverSource Wealth Advisors LLC now owns 2,110 shares of the semiconductor company’s stock worth $34,000 after purchasing an additional 1,039 shares during the period. Quarry LP lifted its holdings in shares of MaxLinear by 1,293.0% during the third quarter. Quarry LP now owns 2,187 shares of the semiconductor company’s stock worth $35,000 after purchasing an additional 2,030 shares during the period. Bessemer Group Inc. lifted its holdings in shares of MaxLinear by 917.6% during the third quarter. Bessemer Group Inc. now owns 3,175 shares of the semiconductor company’s stock worth $51,000 after purchasing an additional 2,863 shares during the period. Raymond James Financial Inc. acquired a new stake in shares of MaxLinear during the second quarter worth $51,000. Finally, iSAM Funds UK Ltd acquired a new stake in shares of MaxLinear during the third quarter worth $58,000. 90.79% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other MaxLinear news, insider Steven G. Litchfield sold 20,000 shares of the firm’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $15.68, for a total value of $313,600.00. Following the completion of the sale, the insider owned 343,435 shares of the company’s stock, valued at approximately $5,385,060.80. This trade represents a 5.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders sold a total of 44,929 shares of company stock valued at $746,456 over the last three months. 7.70% of the stock is currently owned by company insiders.

MaxLinear Price Performance

MaxLinear stock opened at $60.32 on Monday. MaxLinear, Inc has a one year low of $9.52 and a one year high of $63.52. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.12 and a current ratio of 1.70. The business has a fifty day moving average of $20.30 and a two-hundred day moving average of $18.23. The company has a market cap of $5.21 billion, a P/E ratio of -39.68 and a beta of 1.70.

MaxLinear (NASDAQ:MXL) last released its earnings results on Thursday, April 23rd. The semiconductor company reported $0.22 EPS for the quarter, beating analysts’ consensus estimates of $0.18 by $0.04. MaxLinear had a negative return on equity of 2.33% and a negative net margin of 25.96%.The company had revenue of $137.19 million during the quarter, compared to the consensus estimate of $137.15 million. During the same quarter last year, the company earned ($0.05) earnings per share. MaxLinear’s quarterly revenue was up 43.0% compared to the same quarter last year. As a group, analysts predict that MaxLinear, Inc will post -0.17 earnings per share for the current fiscal year.

More MaxLinear News

Here are the key news stories impacting MaxLinear this week:

• Positive Sentiment: Q1 beat and raised guidance — MaxLinear reported Q1 revenue of ~$137.2M (up 43% YoY) and beat EPS estimates; management guided Q2 revenue to $160–$170M, well above consensus, signaling materially stronger near-term top-line momentum. Read More.
• Positive Sentiment: Data-center / hyperscale AI demand is the driver — Infrastructure revenue (optical/products for data centers) surged, with multiple outlets citing hyperscale AI customers as the reason for the outsized upgrade in forward expectations. Read More.
• Positive Sentiment: Multiple analyst upgrades — Roth MKM, Needham and Stifel upgraded/raised ratings or targets following the print, signaling growing sell‑side conviction on the business turnaround. (See Finviz / The Fly / Benzinga links.) Read More. Read More. Read More.
• Neutral Sentiment: Strong market reaction and volume — The stock surged in premarket/regular trading with extremely high volume as investors re‑priced the company for AI/data‑center exposure; macro tech tailwinds (Nasdaq strength) also helped execution of the move. Read More.
• Neutral Sentiment: Widespread coverage — Major outlets (CNBC, Bloomberg, Yahoo, Seeking Alpha) summarized the call and the guidance, increasing visibility to institutional and retail investors. Read More.
• Negative Sentiment: Profitability and cash concerns remain — Despite the revenue beat, MaxLinear still shows negative net margins and operating losses, shrinking cash balances and negative operating cash flow; investors will watch margin recovery and cash generation closely. Read More.
• Negative Sentiment: Mixed analyst price targets and valuation risk — Some post‑print price targets are still below current intraday levels and the company’s longer‑term consensus target remains well lower than the recent move, creating risk of mean reversion if guidance execution falters. Read More.

Analyst Upgrades and Downgrades

MXL has been the subject of several recent research reports. 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 report on Friday, January 30th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $40.00 price target on shares of MaxLinear in a report on Friday. Susquehanna reaffirmed a “neutral” rating and set a $30.00 price target on shares of MaxLinear in a report on Monday, April 20th. Northland Securities set a $55.00 price target on MaxLinear in a report on Friday. Finally, Needham & Company LLC raised MaxLinear from a “hold” rating to a “buy” rating and set a $60.00 price target for the company in a report on Friday. Four analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $38.20.

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.