Heavy Reliance On Data Center And Defense Cycles Will Increase Pressure On Future Results

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

16 Jan 26

Updated

10 Jul 26

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Not Invested

Shared on 10 Jul 26

Fair value Increased 116%

MTSI: AI Infrastructure And SATCOM Demand Will Test Rich Earnings Expectations

Analysts have raised the fair value estimate for MACOM Technology Solutions Holdings to $345 from $160, citing higher Street price targets around $450 and supportive views on AI data center demand, satellite communications expansion, and new defense applications. Analyst Commentary Recent research on MACOM Technology Solutions Holdings has largely centered on how the company fits into broader themes around AI data centers, satellite communications, and defense spending.

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Fair Value vs Share Price

US$345

vs US$317.358.0% undervalued

20.8%

Revenue growth

26.7%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Exceptional growth potential with flawless balance sheet.

Market capUS$23.3b

PB17.1x

Estimated Growth21.7%

Dividend YieldN/A

Full analysis

CEO & management

Stephen Daly

CEO

7.2yrs

CEO Tenure

Provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.