Ticker: MTSI

MACOM Technology Solutions Holdings

Semiconductors Technology Semiconductors
Price 251.75
Reco Sell Potential 46 Risk 70 Updated 2026-09-17

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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: 2026-09-15
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
3.7%
AI recommendation changes
Date Before After Reason
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.
Analyst forecasts
Date Analyst Action Target Price Then
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
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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.