MACOM Technology Solutions Holdings

MACOM Technology Solutions Holdings

Price: 383.22

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.

Official website

Fundamental metrics (experimental)

EPS (TTM) — earnings per share for the last 12 months, $
2.37 OK
Revenue QoQ — quarter-over-quarter revenue growth
6.4%
EPS surprise
1.9% in line
20d volatility
4.2% stable
FMP / FinFeed data updated: 2026-06-16

Forecast impact

neutral
Target Raised · Northland Securities · valid until 2026-07-03 · updated 2026-06-18
Target +22.6% target fill 81.6%
Reaction D5 -5.90% · D10 -1.65%
Impact Potential 0 · Risk 0 up to 30 days or until target is reached
Reco: Buy Potential: 72 Risk: 35 Updated: 2026-06-17 02:55
How recommendation works
Why AI thinks so:
Strong growth but recent volatility raises concerns.

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell
AI recommendation changes
Date Before After Reason
2026-06-13 02:57 Hold Buy Strong momentum and positive earnings surprise support growth outlook.
2026-06-11 05:39 Buy Hold Mixed performance; high risk with uncertain momentum.
2026-06-03 02:47 Hold Buy Strong momentum and positive earnings surprise support growth outlook.
Analyst forecasts
Date Analyst Action Target Price Then
2026-06-03 13:25 Northland Securities Target Raised 375 → 450 392.8692
2026-05-22 08:49 Barclays Target Raised 400 → 450 380.45
2026-05-08 13:36 Susquehanna Target Raised 300 → 350 356.27

Other stocks in Semiconductors

MACOM Technology Solutions Holdings

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

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.