MaxLinear stock price target raised to $18 from $16 at Stifel

Published 18/07/2025, 13:46
MaxLinear stock price target raised to $18 from $16 at Stifel

Investing.com - Stifel has raised its price target on MaxLinear (NASDAQ:MXL) to $18.00 from $16.00 while maintaining a Buy rating on the stock. According to InvestingPro data, analyst targets for MXL range from $10.00 to $27.50, with the stock currently showing signs of being fairly valued based on proprietary Fair Value calculations.

The firm cited MaxLinear’s realigned cost structure, which has been adjusted to current revenue levels, creating significant leverage in the company’s operating model.

Stifel expects the second quarter of 2025 to mark a return to positive operating cash flow generation for MaxLinear.

While the ongoing SIMO arbitration remains an intermediate concern with resolution expected in late 2025 or early 2026, Stifel believes the primary near-term driver for MaxLinear shares will be business stabilization and return to sustainable growth rates.

The new $18 price target represents 3.1 times the enterprise value to calendar year 2026 estimated sales ratio.

In other recent news, MaxLinear Inc . reported its first-quarter 2025 earnings, revealing a slight revenue increase to $95.9 million, surpassing analyst forecasts. The company’s earnings per share matched expectations at a loss of $0.05. Looking ahead, MaxLinear anticipates reaching a net income breakeven point in the June quarter and expects to generate positive free cash flow from June through the end of fiscal year 2025. This optimistic outlook is supported by the company’s expectation of its optical business revenue doubling year-over-year to $60-$70 million. Benchmark analysts have maintained a Buy rating on MaxLinear with a steady price target of $20, citing the company’s solid performance and anticipated return to positive cash flow and earnings. Meanwhile, Loop Capital adjusted its price target for MaxLinear to $10, maintaining a Hold rating, following the company’s optimistic guidance and strong demand across most business segments. Additionally, MaxLinear’s shareholders voted on several matters during the 2025 Annual Meeting, with the appointment of Grant Thornton LLP as the independent auditor being ratified, although the amendment to increase shares under the 2010 Equity Incentive Plan did not pass.

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