MXL MaxLinear Inc

MaxLinear raised its 2026 optical data center outlook a third time, from $150M-$170M to $250M-$270M, as revenue surged 72%. Its pitch: 40% lower transceiver power. In AI clusters, watts saved in optics become watts spent on compute. $MXL $NVDA

$MXL $CRDO It was a word salad.. He said 20-30% but he also said only 1 or 2 US Data centers.. that's not 20-30% .. perhaps he meant 20-30% TAM and maybe 20-30% share only in 1 -2 data centers.. and only the chip not the entire end to end solution .. it's just a startup idea .. its not a given they even remotely come close ..MRVL AVGO news like this already hit CRDO earlier in the year and market realize there was nothing there.. who in their right mind unless they dont care about reliability and the massive costs to bring things back up on GPU/connectivity failures would choose anyone else but $CRDO there is a reason CRDO has 80-85-90%+ market share.. the rest is MRVL and AVGO I think

$MXL Definitely in correction territory, waiting for a clear reversal before jumping back in. Longterm fundamentals remain solid overall bullish.

$MXL options action is wild today Big $1.05M Dec 18 $95 to $100 call buys printed at the ask on InsiderFinance Super speculative and far OTM Feels like a lotto ticket, not a sure bet On the flip side, someone grabbed a $410k Nov 20 $75 put sweep yesterday Hedging hard for earnings Stock's down about 3% today but only around 1% over five days With earnings on Oct 22, this setup screams high IV Might be smart to think about spreads or hedging instead of going all in Risk is definitely on both sides here

Seeing large net call buying on $MXL - Notably a $640K+ order for the 12/18 $115 calls - Earnings coming up Thursday, Oct. 22nd, after the close (implied move of ±29.53% on the Nov. 20th options)

$MXL $SIMO $PENG Trio working good since alert several weeks back. $PENG earnings tonight so best to trim some imo

$MXL We took a position on 9/17 when this moved into a new positive momentum trend. As longa s the 5-day (green line) was trending abvoe the other moving averages, the uptrend was intact. Now, it looks like there mightbe some weakness in the trend (volume, RSI and MACD), so keeping an eye on it and setting a stop loss alert @ 102.00. It could go sideways for a while to regain momentum

$MXL OK take your pick: 1. $43 Billion in revenue, P/E 20x or 2. $750 Million revenue, P/E -77.43x Choose QCOM instead.

$MXL The previous SELL signal was issued on 10/08/2026, 15 days ago, when the stock price was 99.33. Since then, MXL has fallen by -36.11%.

$MXL - Oct to Dec has always been very volatile months, it's the period of the year approaching tax decisions for the jungle. Right now, Wall Street portfolio repositioning and year-end adjustments begin. If you see a stock beaten down with strong 2027 projections and a high OBV like MXL, the jungle wants to add it to their portfolio "cheaply" by the and will use any PR to push the market down and go through retail stops and push margin calls. All the craziness happens from Oct to Dec. It's when you see great stocks drop for no reason like BE because the jungle wants it cheap. On the flip side, they cover their hedge and make money on the short side prior to the stock running in 2027 ... In other words, don't take it personal and don't use margin if you really like a stock ... I usually unwind the trading year and just wait for stocks that have all the tools and strong projections for 2027 and accumulate .... ☮️

$MXL if the Indian guy can buy enough photonic components from China, then maybe they can expand sales. But China is now limiting photonic components exports.

$MXL Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.62 up 342.86% YoY • Reported revenue of $218.06M up 72.43% YoY • MaxLinear estimates Fourth Quarter 2026 revenue of $240 - $260M, GAAP gross margin of 58.0% - 61.0%, non-GAAP gross margin of 59.0% - 62.0%, and GAAP operating expenses of $96 - $101M.

$MXL The entry was when this turned into positive momentum on 9/17. The eit was fopr me 10/8, when there were two gap down opens, on probable higher volume for a nice 31% gain. A new entry alert would be over the 5-day, around 104, IMO

$MXL Working beautifully since alerts. Had some back in August and stopped out and re-entered

$MXL Should have loaded the boat in 57s and we had the chance twice the last three months

MAXLINEAR $MXL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $218.1M (Est. $211M) 🟢; +72% YoY 🔹 Adj. EPS: $0.62 (Est. $0.55) 🟢; +343% YoY 🔹 Gross Margin: 60.0%; +90 bps YoY 🔹 Infrastructure Growth: +210% YoY Q4 Guide: 🔹 Revenue: $240M-$260M (Est. $221M) 🟢 🔹 Non-GAAP Gross Margin: 59.0%-62.0% Other Q3 Metrics: 🔹 Non-GAAP Oper Margin: 29.5%; +1,740 bps YoY 🔹 GAAP Net Income: $28.9M Announcements: 🔹 Credit Facility: Increased by $70M to $200M

$MXL Q3 revenue was 218.1 million dollars, up 72% year over year and 29% sequentially, and non-GAAP EPS was 0.62 dollars vs 0.56 dollars expected (Seeking Alpha). Infrastructure revenue grew 210%, management said, on the Keystone PAM4 DSP ramp for AI data centers. Q4 is guided higher again, 240 to 260 million dollars of revenue. Cash did not follow the P&L though. Operating cash flow was negative 13.6 million dollars in the quarter despite 28.9 million of GAAP net income, with prepaid expenses using 45.7 million. They also drew 40 million dollars on the revolver and expanded it to 200 million.

$MXL Kicking it out of the park again Rev 72% Y/Y Rev Growth EPS Growth 300% Q4 Guide: $240M-$260M (Est. $221M) Insane, Stock was trading at 100 just 2 weeks ago

$MXL MaxLinear used $13.6M operating cash in Q3 despite $28.9M profit, drew $40M on revolver. 🏢 MaxLinear, a Carlsbad chipmaker, grew Q3 revenue 72% to $218.1M on AI data center optics 🏦 Sept 30 cash $81.1M, long-term debt $164.1M; market value ~$5.84B at $64.39, 16:20 ET Oct 22, 2026 🏦 Oct 16 revolver raised $70M to $200M; liquidity covenant cut to $60M from $80M 📈 Other side: GAAP operating income was $30.2M vs a $41.3M loss a year ago 📅 Next: Q4 2026 revenue guided to $240-$260M; call replay until November 5, 2026 Source: MaxLinear release + SEC 8-K, Oct 22

$MXL support at 55 If earnings miss, expect to break further If earnings beat, expect 70s