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MACOM Technology Solutions Holdings, Inc. Stock Price

NasdaqGS:MTSI Community·US$20.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 32 Fair Values set on narratives written by author
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MTSI Share Price Performance

US$0
-131.05 (-100.00%)
​
US$398.36
Fair Value
US$0
-131.05 (-100.00%)
​
Price US$0
Fri, 5 Jun 26
Fair ValueUS$398.36
Share Pricen/a

MTSI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$398.36 35.3% undervalued intrinsic discount

AI And 5G Demand Will Shape Future Semiconductor Landscape

0users have liked this narrative
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16users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$300 14.1% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$475 45.8% undervalued intrinsic discount

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

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MTSI logo
MACOM Technology Solutions Holdings
14.1% undervalued intrinsic discount

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

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 21 Aug
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MTSI logo
MACOM Technology Solutions Holdings
45.8% undervalued intrinsic discount

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

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AN
AnalystHighTarget
AnalystHighTarget
Updated 7 Aug
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MTSI logo
MACOM Technology Solutions Holdings
35.3% undervalued intrinsic discount

AI And 5G Demand Will Shape Future Semiconductor Landscape

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 5 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
MTSI logo

MTSI: AI Data Center Demand Will Test Conservatively Bullish Outlook

Fair Value: US$300 14.1% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
MTSI logo

MTSI: AI Data Center Demand And Record Backlog Will Drive Future Upside

Fair Value: US$475 45.8% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
MTSI logo

MTSI: Future Returns Will Rely On AI Infrastructure, SATCOM And Defense Execution

Fair Value: US$398.36 35.3% undervalued intrinsic discount
16 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

1 Risk
3 Rewards
View Full Analysis

MACOM Technology Solutions Holdings, Inc. Key Details

US$1.2b

Revenue

US$505.9m

Cost of Revenue

US$658.1m

Gross Profit

US$417.1m

Other Expenses

US$240.9m

Earnings

Last Reported Earnings
Jul 03, 2026
Next Reporting Earnings
n/a
3.15
56.54%
20.70%
24.5%
View Full Analysis

About MTSI

Founded
1950
Employees
2000
CEO
Stephen Daly
WebsiteView website
www.macom.com

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 spectrum. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless base stations, optical networks, radar and medical systems, satellite networks, and test and measurement applications. The company serves carrier infrastructure, which comprise long-haul/metro, 5G and 6G infrastructure, satellite communications, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company operates in the United States, China, Japan, Singapore, South Korea, Taiwan, and internationally. MACOM Technology Solutions Holdings, Inc. was formerly known as M/A-Com Technology Solutions Holdings, Inc. and changed its name to MACOM Technology Solutions Holdings, Inc. in 2016. MACOM Technology Solutions Holdings, Inc. was founded in 1950 and is based in Lowell, Massachusetts.

Recent MTSI News & Updates

User avatar
Narrative Update • Aug 21

MTSI: AI Data Center Demand Will Test Conservatively Bullish Outlook

Analysts have reset the central fair value estimate for MACOM Technology Solutions Holdings to $300, reflecting updated assumptions on growth, margins and future P/E that follow a broad range of Street price targets from $300 to $475. Analyst Commentary Recent Street research on MACOM Technology Solutions Holdings shows a wide range of views on the stock, with targets spanning from US$300 to US$475.
User avatar
Narrative Update • Aug 07

MTSI: AI Data Center Demand And Record Backlog Will Drive Future Upside

Analysts have lifted their aggregate price target on MACOM Technology Solutions Holdings to $475 from $450, citing recent beat-and-raise quarterly results, record backlog and bookings, and ongoing AI and data center demand as key factors supporting the updated view. Analyst Commentary Bullish analysts covering MACOM Technology Solutions Holdings are leaning into the recent beat and raise quarter and the record backlog and bookings.

Recent updates

No updates

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