MXL MAXLINEAR, INC

BULLISH Impact: 8/10 8-K
Horizon weeks Filed Apr 23, 2026 Processed 1mo ago SEC 0001288469-26-000027
8-K material event: Items 1.01
Latest settled — T+20d
MXL ▲ +65.24% at T+20d
LONG call ✓ call won +65.24% · α vs SPY +61.21% · entry $60.32 → $99.67
Next anchor: T+60d in 5w
Currently $84.46 · +40.02% from $60.32 entry
Entry anchored
Apr 23, 04:07 PM ET
via Databento tick
T+1d
-14.37%
call -14.37% · α -14.54%
$51.65
settled 7w ago
T+5d
+17.29%
call +17.29% · α +16.38%
$70.75
settled 6w ago
T+20d
+65.24%
call +65.24% · α +61.21%
$99.67
settled 23d ago
T+60d
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call — · α —
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in 5w

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Executive Summary

MaxLinear reported strong Q1 2026 results with revenue of $137.2M (up 43% YoY) and non-GAAP EPS of $0.22, beating consensus. The company also amended its credit agreement, extending the revolver maturity to March 2028 and increasing capacity by $30M to $130M. Management raised Q2 guidance to $160-170M, signaling an inflection in optical data center growth.

Key Financial Metrics

Guidance
$160M-$170M
raised
Gross Margin
59.5%
Deal Value
$30.0M

Actionable Insight

The strong beat and raised guidance, particularly the 136% YoY growth in infrastructure, suggest a significant inflection in optical data center demand. Monitor Q2 results for confirmation of the $160-170M revenue range, which would represent a major acceleration. The credit facility amendment provides financial flexibility for continued investment.

Key Facts

  • Q1 revenue of $137.2M, up 43% YoY and 1% QoQ, beat consensus of $134.6M
  • Non-GAAP EPS of $0.22, beat consensus of $0.18 by 22%
  • Infrastructure segment grew 136% YoY, becoming the largest end market
  • Raised Q2 revenue guidance to $160-170M, significantly above expectations
  • Amended credit agreement: extended revolver maturity to March 2028 and increased capacity by $30M to $130M
  • Company repurchased $20M of stock in Q1

Financial Impact

Revenue up 43% YoY, non-GAAP EPS up 17% QoQ

revenueepsguidance

Risk Factors

  • High concentration in hyperscale data center customers
  • Execution risk in scaling new optical products

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001288469-26-000027
Document: a03312026exhibit991.htm0001288469-26-000027
Document: mxl-20260422.htm0001288469-26-000027
Document: 0001288469-26-000027-index-headers.html0001288469-26-000027
Document: 0001288469-26-000027-index.html0001288469-26-000027
Document: 0001288469-26-000027.txt0001288469-26-000027
8-K Data (Synthetic)0001288469-26-000027
6 reports for MXL
Performance horizon
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Reports for MXL — sortable, filterable
Type Now
Jun 11, 2026
2d ago
Institutional Cluster
BEARISH ★ 5/10
$71.07 awaiting T+5awaiting T+5—$84.46 (−18.84%)
May 26, 2026
17d ago
144
NEUTRAL ★ 2/10
$101.10 $88.76▼ −12.21%▼ −13.41%$84.46 (−16.46%)
May 22, 2026
21d ago
144
NEUTRAL ★ 3/10
$96.12 $88.76▼ −7.66%▼ −8.87%$84.46 (−12.13%)
May 4, 2026
5w ago
144
NEUTRAL ★ 2/10
$81.68 $102.27▲ +25.21%▲ +23.22%$84.46 (+3.40%)
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$78.12 $102.27▲ +30.91%▲ +27.98%$84.46 (+8.12%)
Apr 23, 2026
7w ago
8-K
BULLISH ★ 8/10
$60.32 $70.75▲ +17.29%▲ +16.38%$84.46 (+40.02%)
Showing 6 of 6

US Market Status

Market Closed — Opens Mon (47h 22m)

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