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.
Price Chart
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
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
Risk Factors
- High concentration in hyperscale data center customers
- Execution risk in scaling new optical products
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001288469-26-000027 |
| Document: a03312026exhibit991.htm | 0001288469-26-000027 |
| Document: mxl-20260422.htm | 0001288469-26-000027 |
| Document: 0001288469-26-000027-index-headers.html | 0001288469-26-000027 |
| Document: 0001288469-26-000027-index.html | 0001288469-26-000027 |
| Document: 0001288469-26-000027.txt | 0001288469-26-000027 |
| 8-K Data (Synthetic) | 0001288469-26-000027 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 11, 2026 16w ago | Institutional Cluster | $81.09 $62.74 | ▲ +22.63% | ▲ +27.02% | $105.93 (−30.63%) |
May 26, 2026 18w ago | 144 | $101.10 $65.28 | ▼ −35.43% | ▼ −37.31% | $105.93 (+4.78%) |
May 22, 2026 19w ago | 144 | $96.12 $66.43 | ▼ −30.89% | ▼ −33.61% | $105.93 (+10.21%) |
May 4, 2026 21w ago | 144 | $81.68 $66.92 | ▼ −18.07% | ▼ −20.81% | $105.93 (+29.69%) |
May 4, 2026 21w ago | Insider Cluster | $78.12 $57.25 | ▼ −26.72% | ▼ −28.57% | $105.93 (+35.60%) |
Apr 23, 2026 23w ago | 8-K | $60.32 $86.06 | ▲ +42.67% | ▲ +37.59% | $105.93 (+75.61%) |
US Market Status
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