MACOM Technology Solutions Holdings

AI And 5G Demand Will Shape Future Semiconductor Landscape

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

27 Aug 24

Updated

24 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

28.8%

7D

9.2%

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1Y

28.8%

7D

9.2%

You can edit this narrative until Nov 25 10:10 PM. Then, changes will post as Updates.

Author's Valuation

US$1830.3% overvalued

AnalystConsensusTarget Fair Value

Shared on 24 Nov 25

Fair value Increased 17%

MTSI: Sustained Execution Across Three End Markets Will Drive Future Upside Potential

The analyst price target for MACOM Technology Solutions Holdings has been raised from $157 to $183. This change reflects analysts' confidence in the company's solid quarterly results, stronger than expected sales, and its growth prospects across key end markets.

Shared on 07 Nov 25

Fair value Increased 5.17%

MTSI: Future Performance Will Depend On Sustaining High Profit Margins Across End Markets

Analysts have raised their price target for MACOM Technology Solutions Holdings by $7.71 to $157.00. They cite stronger projected profit margins and revenue growth, supported by consistent execution and broad end market potential.

Shared on 07 May 25

Fair value Increased 3.24%

Shared on 30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 4.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 6.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 1.68%

AnalystConsensusTarget has increased profit margin from 23.1% to 33.1% and decreased future PE multiple from 56.1x to 38.8x.

AnalystConsensusTarget Fair Value

US$183

0.3% overvalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

12.50%

Semiconductors revenue growth rate

0.92%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.61%

Calculation

US$508.06m

Earnings '28

x

40.58x

PE Ratio '28

=

US$20.62b

Market Cap '28

US$20.62b

Market Cap '28

/

83.08m

No. shares '28

=

US$248.19

Share Price '28

US$248.19 Share Price '28

Discounted to 2025 @ 10.69% p.a.

=

US$182.98

Fair Value '25