MaxLinear
$MXL · NASDAQ · 1 stories in 30 daysThe wire on $MXL
newest first · duplicate source posts collapse into one event · direct subject stories onlyStifel reiterates Buy on MaxLinear with $120 target, cites infrastructure growth drivers
Stifel analyst Tore Svanberg reiterated a Buy rating and $120 price target on MaxLinear after a fireside chat. Key takeaway: infrastructure growth is driven by content and share gains, not just end-market growth. Optical ASPs at 1.6T are $80-$100, up sharply from 400G levels. The 1.6T DSP fabricated at Samsung is seen as a supply differentiator. Management targets over $1B in data center and optical revenue over the next couple of years.
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