MACOM Technology Solutions Holdings

328.30USD+2.08%

MTSITechnology · Semiconductors · US

MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave...

What's happening?

MTSI is outpacing Technology this month: +22.1% against +11.9% for the average Technology stock.

Above its 200-day average since 18 Sept, 17 days · 86 of 103 Technology stocks are trending up.

1D: +2.08%
7D: +17.86%
1M: +22.07%
3M: +0.20%
6M: +40.88%
YTD: +91.67%

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What is the market expecting?

Priced above the Technology median on forward earnings; analysts' mean target sits 20.4% above the price.

Forward P/E38.7×Technology median 23.8×

Value#71 of 87Worth the premium in Technology

AnalystsBuy15

Mean target395.33+20.42%range 300.00–475.00

Value score vs Technology peers

Fwd P/E38.723
P/B16.329
P/E104.524
Rev growth+35.8%64

Not scored on Yield. The rest were reweighted to make up the difference.

Is the business delivering?

Revenue growing faster than the Technology median: +35.8% against +26.1%; EPS up 166.7% on a year ago; met or beat the estimate in 4 of the last 4 quarters.

Revenue YoY+35.77%Technology median +26.1%

EPS YoY+166.67%latest quarter

Beat / miss4 of 4met or beat the estimate

Earnings by quarter

Latest quarter 101M · +54.4M on the quarter before · +64.2M on a year earlier

29.4M
Nov24+9.47M
-168M
Feb25-197M
31.7M
May25+199M
36.5M
Aug25+4.87M
45.1M
Nov25+8.59M
48.8M
Feb26+3.65M
46.3M
May26-2.44M
101M
Aug26+54.4M

Net income from the income statement, in USD, by the month it was reported.

How does it compare?

Nearest in Technology on value

MTSI ranks #71 of 87 on value in Technology; nearest to it are AAPL, ANET and SMTC.

#69AAPLApple Inc.Weakest in sector27
#70ANETArista Networks, Inc.Worth the premium27
#71MTSIMACOM Technology Solutions Holdings, Inc.Worth the premium25
#72SMTCSemtech CorporationWorth the premium24

Compare in Semiconductors

What happens next?

Reports next on 5 Nov, in 31 days.

Networking catalysts

12–15 OctconferenceOCP Global Summit (San Jose)Hyperscalers and their vendors show next-generation rack, power and cooling designs, the clearest read on where the AI build-out's spend goes next.Servers · Networking · Data-centre infrastructure · Power · Hyperscalers

Recent filings

6 Aug8-K2.029.01Earnings
MACOM Reports Fiscal Third Quarter 2026 Financial Results
LOWELL, MA, August 6, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal third quarter ended July 3, 2026.