MACOM Technology Solutions Holdings
Forecast impact
Track in portfolio
Price chart
Description
Company and Business Model
Macom Technology designs and manufactures high-performance analog semiconductor solutions for various applications, including data center, telecommunications, and industrial markets. Its core products include optical devices, RF components, and power management solutions. Major business segments encompass networking, wireless, and industrial sectors, with primary revenue sources derived from sales of integrated circuits and modules.
Investment Profile
The investment profile of Macom Technology is more aligned with growth investors, given its focus on innovation and expanding market opportunities. The company demonstrates potential for revenue growth, supported by a solid quarterly performance. Investors may find the stock appealing for medium to long-term horizons, with a moderate liquidity profile suitable for those with basic to advanced experience in the market.
Fundamental metrics (experimental) Updated: 2026-08-01
- EPS (TTM) — earnings per share for the last 12 months, $
- 2.37
- Revenue QoQ — quarter-over-quarter revenue growth
- 6.4%
- EPS surprise
- 1.9%
- 20d volatility
- 4.0%
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-07-17 | Hold | Sell | Negative momentum and high risk overshadow fundamentals. |
| 2026-07-03 | Buy | Hold | Weak momentum and high risk; cautious outlook advised. |
| 2026-07-01 | Hold | Buy | Strong momentum and solid earnings growth support bullish outlook. |
| 2026-06-27 | Buy | Hold | Weak momentum and high risk offset potential growth. |
| 2026-06-13 | Hold | Buy | Strong momentum and positive earnings surprise support growth outlook. |
| 2026-06-11 | Buy | Hold | Mixed performance; high risk with uncertain momentum. |
| 2026-06-03 | Hold | Buy | Strong momentum and positive earnings surprise support growth outlook. |
| 2026-05-28 | Buy | Hold | Strong momentum and solid earnings growth potential. |
| 2026-05-16 | Hold | Buy | Strong momentum and positive earnings surprise support growth outlook. |
| 2026-05-08 | — | Hold | Strong momentum and positive performance trends support growth potential. |
| 2026-05-08 | Hold | Hold | Компания демонстрирует сильный рост цен на акции и положительные финансовые показатели, что указывает на высокий потенциал для дальнейшего роста. Низкий риск также делает ее привлекательной для инвестиций. |
| 2026-04-29 | Buy | Hold | Компания показала значительный рост за последние 120 дней, но недавние колебания цен указывают на возможную волатильность. Рекомендуется удерживать акции до более ясных сигналов для покупки. |
| 2026-04-19 | Hold | Buy | Компания показывает значительный рост за последние месяцы, что свидетельствует о сильном спросе на ее продукцию. Умеренный риск обусловлен высокой волатильностью акций, но текущие показатели EPS и рост выручки делают ее |
| 2026-04-11 | — | Hold | Компания показывает сильный рост за последние месяцы, особенно за 120 дней, что свидетельствует о высоком потенциале. Умеренный риск связан с волатильностью рынка технологий. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-07-21 | Susquehanna | Target Lowered | 350 → 300 | 277.16 |
| 2026-06-24 | Stifel Nicolaus | Target Raised | 385 → 450 | 372.15 |
| 2026-06-03 | Northland Securities | Target Raised | 375 → 450 | 392.8692 |
| 2026-05-22 | Barclays | Target Raised | 400 → 450 | 380.45 |
| 2026-05-08 | Susquehanna | Target Raised | 300 → 350 | 356.27 |
| 2026-05-08 | Northland Securities | Target Raised | 300 → 375 | 354.8724 |
| 2026-05-08 | Evercore ISI | Target Raised | 275 → 427 | 355.695 |
| 2026-05-07 | Jefferies | Target Raised | 295 → 450 | 344.47 |
| 2026-04-16 | Stifel Nicolaus | Target Raised | 255 → 300 | 261.16 |
| 2026-04-09 | Loop Capital Markets | Update | — → 300 | 247.71 |
| 2026-02-06 | Truist Financial | Target Raised | 200 → 261 | 234.65 |
| 2026-02-06 | Northland Securities | Target Raised | 225 → 250 | 234.8288 |
| 2026-02-06 | Evercore ISI | Target Raised | 202 → 275 | 235.845 |