MACOM Technology Solutions Holdings

High Speed Optical And GaN Defense Tailwinds Will Transform This Semiconductor Specialist

AnalystHighTarget

Not Invested

Community Contributor

Published

30 Jan 26

Updated

26 Jun 26

Views

26 Jun

US$369.18

AnalystHighTarget's Fair Value

US$450.00

18.0% undervalued

159.9%

-5.7%

159.9%

-5.7%

Author's Valuation

US$45018.0% undervalued

AnalystHighTarget Fair Value

Shared on 26 Jun 26

Fair value Increased 70%

MTSI: AI Data Center And SATCOM Demand Will Drive Future Upside

Wall Street is suddenly much more optimistic about MACOM, pointing to rising demand from AI data centers, satellite communications, and defense programs as the reasons expectations are moving up. New product launches and upbeat business momentum add to the case—but some watchers also flag that the stock looks expensive and insider selling could be a yellow flag.

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Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$450

18.0% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

21.69%

Historical revenue growth rate

11.05%

Semiconductors revenue growth rate

1.57%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

11.14%

Calculation

US$691.62m

Earnings '29

73.25x

PE Ratio '29

US$50.66b

Market Cap '29

US$50.66b

Market Cap '29

82.04m

No. shares '29

US$617.52

Share Price '29

US$617.52 Share Price '29

Discounted to 2026 @ 11.14% p.a.

US$449.77

Fair Value '26