MTSI MACOM Technology Solutions Holdings, Inc.

Businesses with strong free cash flow tend to be more adaptable and resilient. Some of these companies shine bright by using their cash wisely to strengthen their market positions.

A number of stocks fell in the morning session after the 10-year Treasury yield climbed to 5.14% following strong September business activity data that raised expectations for tighter Federal Reserve interest rate policy.

MACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the past year, and its newest optical components push data rates toward another doubling. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) announced a 3.2-terabit optical chipset on September 17 built around eight 448-Gbps PAM-4 channels. A day […]

The mean of analysts' price targets for M/A-Com (MTSI) points to a 41.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Shares of network chips maker MACOM Technology Solutions (NASDAQ: MTSI) jumped 4.6% in the afternoon session after BMO Capital upgraded the semiconductor company from Market Perform to Outperform.

The Philadelphia semiconductor index, known as SOX, rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the charge.

MACOM Technology Solutions stock has more than doubled over the past year. BMO is the latest Wall Street firm to turn bullish on the chip maker.

MACOM Technology Solutions Holdings recently introduced a new 3.2T optical front-end chipset for AI and cloud data center interconnects and showcased it, alongside a broad portfolio of high-speed optical and connectivity components, at ECOC 2026 in Málaga, Spain. This launch underlines MACOM’s push into 448 Gbps-per-lane and PCIe 6.0/7.0 ecosystems, aiming to become a core supplier for next-generation AI infrastructure and advanced telecom networks. We’ll now examine how this 3.2T optical...

MACOM Technology Solutions Holdings has turned a long run of strong share-price gains into a live question about what its current valuation really asks you to pay for its future cash flows. After a powerful multi year move, set against some recent share price weakness, the issue is whether the cash the business can generate over time lines up with where MACOM trades today. Over the past 5 years the stock has returned about 295.6%, which puts a lot of investor expectations on the line if its...

Shares of network chips maker MACOM Technology Solutions (NASDAQ: MTSI) jumped 4.4% in the afternoon session after the company announced a front-end chipset solution for 3.2T applications designed to accelerate next-generation optical interconnects for artificial intelligence infrastructure.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety risks. According to CNBC, the sell-off was triggered by an essay published over the weekend by Anthropic CEO Dario Amodei, who urged a more cautious approach to frontier model advancement and called for independent safety monitoring. In a rare show of unity among competitors,

On August 6, MACOM Technology Solutions Holdings (NASDAQ:MTSI) reported fiscal third-quarter results for the period ended July 3, and the numbers moved faster than the top line already suggests. Revenue climbed 35.8% year over year to $342.2 million, but net income more than tripled, jumping from $36.5 million to $100.7 million. When profit grows at […]

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

MACOM Technology, Monolithic Power and Semtech benefit from AI demand, semiconductor recovery and rising earnings estimates despite macro risks.

AI strength, recovery in auto and industrial are driving growth in the Analog/Mixed-signal industry. MTSI, MPWR and SMTC are riding these trends.

MPWR has surged 53.9% in a year as AI infrastructure demand, portfolio expansion and rising estimates bolster its long-term growth outlook.

The average of price targets set by Wall Street analysts indicates a potential upside of 47% in M/A-Com (MTSI). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

A number of stocks jumped in the morning session after easing selling pressure, lower Treasury yields, and positive momentum from Asian markets boosted investor sentiment ahead of Nvidia's quarterly earnings and key inflation data.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

MACOM Technology Solutions Holdings (MTSI) moved back into focus after fresh earnings and guidance on 6 August 2026, along with a 3% share price move following reinstated analyst coverage earlier in the month. See our latest analysis for MACOM Technology Solutions Holdings. Despite the recent earnings and guidance, MACOM Technology Solutions Holdings has seen its share price decline 13.34% over the past week and 31.06% over the past three months. At the same time, the 1-year total shareholder...

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index’s 21.49% gain as security selection in information technology and industrials weighed on performance despite […]

MACOM Technology Solutions Holdings has delivered a very strong 5 year share price return, yet current valuation checks suggest the stock is trading at a premium to its intrinsic value estimate. Both the Discounted Cash Flow (DCF) intrinsic value and market multiples point in the same direction, so recent gains are now set against a more demanding price tag. The stock has returned 343.9% over 5 years, which puts extra focus on whether today’s price leaves much room for error. Recent growth...

Plexus, Twilio and MACOM have been highlighted in this Screen of The Week article.

Oil-price volatility is shaking markets, but Plexus, Twilio and MACOM stand out as momentum stocks with strong one-year gains and recent pullbacks.

A number of stocks fell in the morning session after the 30-year U.S. Treasury yield hit a 19-year high and oil stayed elevated as a window for a U.S.–Iran deal closed without a breakthrough, a CNBC report revealed.

Shares of network chips maker MACOM Technology Solutions (NASDAQ: MTSI) jumped 3% in the afternoon session after Benchmark reinstated coverage of the stock with a Buy rating and a $375 price target, as reported by TipRanks.

MACOM currently trades at $308.10 and has been a dream stock for shareholders. It’s returned 404% since August 2021, blowing past the S&P 500’s 72.8% gain. The company has also beaten the index over the past six months as its stock price is up 26.2% thanks to its solid quarterly results.

MACOM’s second quarter was marked by significant revenue growth and strong market reaction, reflecting an acceleration in demand across its core end markets. Management attributed the quarter’s performance to heightened demand for high-speed connectivity in Data Center applications, robust momentum in Industrial and Defense, and continued traction in Telecom. CEO Stephen Daly noted, “Our record backlog reflects market strength as well as our progress expanding our product portfolio and better ad

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at analog semiconductors stocks, starting with MACOM (NASDAQ:MTSI).

A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.

Record bookings and 1.6:1 book-to-bill ratio signal strong demand across key markets.

The mean of analysts' price targets for M/A-Com (MTSI) points to a 28% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Review M/A-Com's (MTSI) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.

Network chips maker MACOM Technology Solutions (NASDAQ: MTSI) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 35.8% year on year to $342.2 million. On top of that, next quarter’s revenue guidance ($420 million at the midpoint) was surprisingly good and 14.8% above what analysts were expecting. Its non-GAAP profit of $1.40 per share was 3.8% above analysts’ consensus estimates.

MACOM Technology Solutions Holdings, Inc. reported past fiscal third-quarter 2026 results with sales of US$342.24 million and net income of US$100.71 million, and issued fiscal fourth-quarter revenue guidance of US$415 million to US$425 million. The quarter highlighted strong growth across Data Center, Industrial & Defense, and Telecom segments, with Data Center demand driving record orders and improved operating leverage. Next, we’ll examine how this Data Center-driven strength and raised...

MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.

MACOM sees accelerating Data Center demand, record orders and rising manufacturing leverage supporting a stronger fiscal Q4 outlook.

Moby summary of MACOM Technology Solutions Holdings, Inc.'s Q3 2026 earnings call

Companies In The News Are: PH, RL, ATI, MTSI.

Although the revenue and EPS for M/A-Com (MTSI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

MACOM Technology Solutions (NASDAQ:MTSI) reported record fiscal third-quarter results, citing strong demand across its data center, industrial and defense, and telecom markets. The company also issued fourth-quarter guidance that calls for another sequential increase in revenue, margins and adjusted

Chip stocks rallied on Thursday, helped by positive earnings reports from Macom Technology Solutions and SiTime.

M/A-Com (MTSI) delivered earnings and revenue surprises of +4.48% and +2.13%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Network chips maker MACOM Technology Solutions (NASDAQ: MTSI) announced better-than-expected revenue in Q2 CY2026, with sales up 35.8% year on year to $342.2 million. On top of that, next quarter’s revenue guidance ($420 million at the midpoint) was surprisingly good and 14.8% above what analysts were expecting. Its non-GAAP profit of $1.40 per share was 3.8% above analysts’ consensus estimates.

Beyond analysts' top-and-bottom-line estimates for M/A-Com (MTSI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.

MACOM Technology heads into Q3 earnings with strong data center growth, record I&D momentum and margin expansion supporting upbeat forecasts.

MACOM Technology Solutions Holdings (MTSI) is drawing investor attention after recent share price moves, including a rise of about 9% over the past day, in contrast with weaker performance over the past month and past three months. See our latest analysis for MACOM Technology Solutions Holdings. Set against that strong 1-year total shareholder return of 81.35%, MACOM Technology Solutions Holdings’ recent 30-day share price return, which is down 34.61%, suggests momentum has cooled. However,...