Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

Steady Growth Set To Gain Pace At MaxLinear

Stable growth at MaxLinear Inc. (NYSE:MXL), benefiting from macro tailwinds and aggressive design team, is set to gain pace with improving near-term fundamentals. While enjoying margins and long design cycle of a typical analog semiconductor company, MaxLinear should benefit from cable companies transitioning to the 24-channel platform, initial sales into satellite customers and a resumption of growth in the Terrestrial business.

Even after going public in 2010, the stock has gained limited investor traction, partly due to concerns around valuation, competition, dilution, market size and lack of clarity on the cable capital expenditure cycle. Aggressive management and consistent performance have already allayed some of the broader concerns, but strong bookings, good guidance, tight operating expense management and...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details