Company Expects Q1 2026 Net Revenue of Approximately $130 Million to $140 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy MXL?
The company expects net revenue in the first quarter of 2026 to be approximately $130 million to $140 million. The Company also estimates the following: GAAP gross margin of approximately 56.0% to 59.0%; Non-GAAP gross margin of approximately 58.0% to 61.0%; GAAP operating expenses of approximately $85 million to $90 million; Non-GAAP operating expenses of approximately $58 million to $64 million; GAAP interest and other expense of approximately $2.1 million to $2.7 million; Non-GAAP interest and other expense of approximately $2.0 million to $2.6 million; GAAP income tax provision of $4.0 million and non-GAAP income tax provision of $0.8 million, respectively; and Basic and diluted share count of approximately 88.0 million and 91.0 million, respectively.
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Analyst Views on MXL
Wall Street analysts forecast MXL stock price to rise
7 Analyst Rating
3 Buy
4 Hold
0 Sell
Moderate Buy
Current: 19.820
Low
18.00
Averages
20.83
High
25.00
Current: 19.820
Low
18.00
Averages
20.83
High
25.00
About MXL
MaxLinear, Inc. is a provider of radio frequency (RF), analog, digital and mixed-signal integrated circuits for access and connectivity, wired and wireless infrastructure, and industrial and multi-market applications. It is engaged in providing communications systems-on-chip (SoCs), used in broadband, mobile and wireline infrastructure, data center, and industrial and multi-market applications. Its customers include electronics distributors, module makers, original equipment manufacturers, and original design manufacturers, who incorporate its products in a range of electronic devices, such as radio transceivers and modems for 4G/5G base-station and backhaul infrastructure; optical transceivers targeting hyperscale data centers; Wi-Fi and wireline routers for home networking; broadband modems compliant with data over cable service interface specifications, passive optical fiber standards, and digital subscriber line; as well as power management and interface products used in markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Financial Leadership Experience: Currently serving as Executive Vice President and CFO of Western Digital, Sennesael's previous roles at Skyworks Solutions and Enphase Energy as CFO will aid MaxLinear in improving operational efficiency and profitability.
- Strategic Investment Focus: MaxLinear's CEO Kishore Seendripu stated that Sennesael's insights will be crucial for the company's strategic investments in innovation and growth, further reinforcing its commitment to delivering shareholder value.
- Industry Influence: Sennesael's board experience at Maxeon Solar Technologies highlights his capability in driving market expansion and successful transformations, which will lay a solid foundation for MaxLinear's future growth.
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- Quarterly Impact: This sale resulted in AIGH's quarter-end position in MaxLinear dropping to zero, reflecting a strategic reassessment of its portfolio during Q4 2025, particularly shifting focus towards the biopharmaceutical sector.
- Market Performance Comparison: As of February 1, 2026, MaxLinear shares were priced at $17.35, down 0.7% year-to-date, underperforming the S&P 500 by 15 percentage points, raising concerns about its future growth potential.
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- Market Impact: This transaction resulted in AIGH's quarter-end position value in MaxLinear dropping to zero, reflecting the dual impact of market price movements and the sale itself.
- Portfolio Repositioning: AIGH closed over a dozen positions in the fourth quarter of 2025, with MaxLinear being the largest, suggesting a strategic shift towards the biopharmaceutical sector.
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- Future Outlook: Analysts and investors will likely be closely monitoring the company's future performance and strategies following this downturn.
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- Market Sentiment Impact: Despite a 0.1% gain in Dow futures, PennyMac's negative earnings report may influence other financial stocks, affecting investor risk appetite amid overall market instability.
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- New Board Member: MaxLinear announced the appointment of Kris Sennesael to its Board of Directors effective February 13, 2026, bringing over 25 years of semiconductor industry experience that is expected to enhance the company's strategic planning and capital markets expertise.
- Financial Leadership Experience: Currently serving as Executive Vice President and CFO of Western Digital, Sennesael's previous roles at Skyworks Solutions and Enphase Energy as CFO will aid MaxLinear in improving operational efficiency and profitability.
- Strategic Investment Focus: MaxLinear's CEO Kishore Seendripu stated that Sennesael's insights will be crucial for the company's strategic investments in innovation and growth, further reinforcing its commitment to delivering shareholder value.
- Industry Influence: Sennesael's board experience at Maxeon Solar Technologies highlights his capability in driving market expansion and successful transformations, which will lay a solid foundation for MaxLinear's future growth.
See More
AIGH Capital Management Fully Exits MaxLinear Stake
- Complete Exit: On February 2, 2026, AIGH Capital Management fully sold its 1,107,504 shares of MaxLinear, with an estimated transaction value of $17.81 million, indicating a loss of confidence in the company's prospects.
- Quarterly Impact: This sale resulted in AIGH's quarter-end position in MaxLinear dropping to zero, reflecting a strategic reassessment of its portfolio during Q4 2025, particularly shifting focus towards the biopharmaceutical sector.
- Market Performance Comparison: As of February 1, 2026, MaxLinear shares were priced at $17.35, down 0.7% year-to-date, underperforming the S&P 500 by 15 percentage points, raising concerns about its future growth potential.
- Financial Highlights: Despite AIGH's exit, MaxLinear reported a 48% year-over-year revenue increase in its January 29, 2026 earnings report, with adjusted earnings rising from a loss of $0.09 to $0.19 per share, suggesting that the company's fundamentals remain attractive.
See More
AIGH Capital Management Fully Exits MaxLinear Stake
- Share Sale Details: On February 2, 2026, AIGH Capital Management fully exited its stake in MaxLinear by selling 1,107,504 shares for an estimated $17.81 million, indicating dissatisfaction with the underlying business.
- Market Impact: This transaction resulted in AIGH's quarter-end position value in MaxLinear dropping to zero, reflecting the dual impact of market price movements and the sale itself.
- Portfolio Repositioning: AIGH closed over a dozen positions in the fourth quarter of 2025, with MaxLinear being the largest, suggesting a strategic shift towards the biopharmaceutical sector.
- Performance Review: Despite MaxLinear's stock price rising only 1.2% since the end of Q4 2025, the company reported a 48% year-over-year revenue increase and adjusted earnings rising from a loss of $0.09 to $0.19 per share, potentially causing regret for AIGH Capital.
See More
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- Strong Earnings Report: MaxLinear reported Q4 2025 revenue of $136.4 million, reflecting an 8% sequential increase and a 48% year-over-year rise, indicating robust demand in the infrastructure sector, particularly for optical interconnects and wireless infrastructure.
- Infrastructure-Driven Growth: The infrastructure segment surged 76% annually, primarily driven by heightened demand for optical interconnects and wireless infrastructure in data centers, showcasing the company's advantageous position in a rapidly growing market.
- Cautious Future Outlook: While the company expects its Keystone PAM4 DSP family to drive revenue between $100 million and $130 million in 2026, it maintains a cautious outlook for its broadband business due to industry transitions to DOCSIS 4.0, which may lead to an overall annual decline in that segment.
- Analyst Confidence: Following the earnings report, Craig-Hallum analyst Richard Shannon reiterated a Buy rating on MaxLinear with a price target of $27, reflecting market confidence in the company's future growth prospects.
See More
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- Stock Performance: Maxline shares experienced a significant drop of 8.8% following the release of their Q4 results.
- Market Reaction: The decline in share price indicates a negative market reaction to the company's quarterly performance.
- Financial Results: The Q4 results may have failed to meet investor expectations, contributing to the decrease in stock value.
- Future Outlook: Analysts and investors will likely be closely monitoring the company's future performance and strategies following this downturn.
See More
PennyMac Financial Shares Plunge After Earnings Miss
- Earnings Disappointment: PennyMac Financial Services reported quarterly earnings of $1.96 per share, significantly missing the analyst consensus estimate of $3.24, indicating a notable decline in profitability that could undermine investor confidence.
- Sales Miss: The company's quarterly sales totaled $538.005 million, falling short of the analyst consensus estimate of $642.528 million, reflecting weak market demand that may pressure future performance.
- Stock Price Volatility: Following the earnings report, PennyMac's shares plummeted 21.8% to $117.00 in pre-market trading, highlighting investor concerns over financial health that could trigger broader market reactions.
- Market Sentiment Impact: Despite a 0.1% gain in Dow futures, PennyMac's negative earnings report may influence other financial stocks, affecting investor risk appetite amid overall market instability.
See More
