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MaxLinear rated 'Buy' with 67% upside after 50%+ dip, driven by strong growth in chip platforms and infrastructure revenue.

Analyst Insights
09 Sep 2026
Seeking Alpha
View Source
Bullish
MaxLinear rated 'Buy' with 67% upside after 50%+ dip, driven by strong growth in chip platforms and infrastructure revenue.

MaxLinear, Inc. is rated a 'Buy' with a $105 price target, offering 67% upside potential after its stock dropped over 50%. The company's key chip platforms—Keystone PAM4 DSP, Rushmore, Annapurna, and Panther accelerators—are expected to fuel substantial growth through 2027-2028. Infrastructure segment revenue surged 145% year-over-year in Q2 2026, with Q3 guidance projecting 27% quarter-over-quarter growth and around 60% adjusted gross margin. Despite risks, current estimates appear conservative, and the stock's forward PEG ratio of 0.50-0.60x suggests it is undervalued.

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