Ticker: MTSI

MACOM Technology Solutions Holdings

Semiconductors Technology Semiconductors

Price 234.39

Reco Sell Potential 34 Risk 75 Updated 2026-11-02

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AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

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.

Category: Semiconductors Sector: Technology Industry: Semiconductors Investment style: Growth Horizon: Medium-term Company type: Market Leader

Fundamental metrics (experimental) Updated: 2026-10-28

EPS (TTM) — earnings per share for the last 12 months, $: 3.20
Revenue QoQ — quarter-over-quarter revenue growth: 18.4%
EPS surprise: 3.7%
20d volatility: 5.1%

AI recommendation changes

Date	Before	After	Reason
2026-10-21	Hold	Sell	Weak momentum and high risk overshadow potential growth.
2026-10-13	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-09-30	Hold	Buy	Strong revenue growth, but mixed momentum signals.
2026-09-22	Sell	Hold	Strong revenue growth and positive momentum indicators.
2026-09-15	Hold	Sell	Weak momentum and high risk overshadow fundamentals.
2026-09-11	Buy	Hold	Positive revenue growth, but high risk and negative momentum.
2026-09-10	Sell	Buy	Strong revenue growth, but mixed momentum signals.
2026-09-04	Hold	Sell	Weak momentum and high risk overshadow potential growth.
2026-08-20	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-08-16	Hold	Buy	Strong revenue growth and positive EPS surprise support bullish outlook.
2026-08-14	Buy	Hold	Mixed performance; strong revenue growth but high volatility.
2026-08-08	Sell	Buy	Strong recent performance and positive EPS surprise.
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.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-27	Raymond James	Update	— → 300	243.58
2026-08-20	BMO Capital	Update	— → 335	266.18
2026-08-06	Evercore ISI	Target Raised	427 → 475	301.64
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

News Page 1 of 1

Analysts Raymond James upgraded MACOM Technology Solutions (MTSI) to Outperform with a $300 target price (upside +23%)

10/27/2026, 07:37 AM investing rating_growth Analysts: analysts, Raymond James semiconductors MACOM Technology Solutions Holdings

Raymond James has upgraded MACOM Technology Solutions to 'outperform' with a $300 price target, indicating a potential 23% upside, following a significant drop in the stock's price.

Analysts BMO Capital Markets upgraded Macom Technology Solutions (MTSI) to Outperform with a price target of $335 (upside +27%) amid AI growth

09/18/2026, 07:37 AM investing rating_growth Analysts: analysts, BMO ai semiconductors MACOM Technology Solutions Holdings

Macom Technology Solutions is expected to rebound as the demand for artificial intelligence drives growth, with BMO Capital Markets upgrading the stock and setting a price target that suggests significant upside potential for investors.

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09/18/2026, 05:37 AM business review MACOM Technology Solutions Holdings Robinhood Nucor Xenon Pharmaceuticals Steel Dynamics Coinbase Netflix

Premarket trading saw significant movements in several stocks, particularly in the steel and technology sectors, as companies reported earnings guidance that fell short of expectations.

Analysts highlight MACOM Technology Solutions Holdings (MTSI) as a key player in the AI data center buildout with over 60% growth outlook

06/18/2026, 08:36 AM investing forecast Analysts: analysts ai semiconductors MACOM Technology Solutions Holdings

MACOM Technology Solutions Holdings (MTSI) has emerged as a key player in the data center buildout, significantly increasing its growth outlook following strong earnings and record bookings. This positions the company favorably within the rapidly expanding AI and cloud computing markets, making it an attractive option for investors.