MACOM Technology Solutions Holdings, Inc.

NasdaqGS:MTSI Lagerbericht

Marktkapitalisierung: US$23.2b

MACOM Technology Solutions Holdings Zukünftiges Wachstum

Future Kriterienprüfungen 5/6

MACOM Technology Solutions Holdings wird ein jährliches Gewinn- und Umsatzwachstum von 37.1% bzw. 20% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 35.5% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 21.8% betragen.

Wichtige Informationen

37.1%

Wachstumsrate der Gewinne

35.54%

EPS-Wachstumsrate

Semiconductor Gewinnwachstum25.8%
Wachstumsrate der Einnahmen20.0%
Zukünftige Eigenkapitalrendite21.84%
Analystenabdeckung

Good

Zuletzt aktualisiert07 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Analyse-Update • Apr 24

MTSI: Future Returns Will Reflect AI Optics Execution And Elevated P E Expectations

Analysts have lifted their price targets on MACOM Technology Solutions Holdings by about $19 per share overall, citing updated views on revenue growth, profit margins and P/E assumptions reflected in the refreshed fair value estimate and discount rate inputs. Analyst Commentary Recent Street research on MACOM Technology Solutions Holdings clusters around a series of higher price targets and a new bullish initiation, all tied to updated views on growth, profitability and valuation multiples.
Analyse-Update • Apr 10

MTSI: Future Returns Will Reflect Rich P E And AI Infrastructure Execution

The analyst price target for MACOM Technology Solutions Holdings has been refined by $0.00, with modest adjustments to the discount rate and future P/E assumptions, as analysts factor in a series of recent bullish initiations and target increases across major research firms. Analyst Commentary Bullish analysts have been active on MACOM Technology Solutions Holdings, with several research notes refining price targets and expressing confidence in the setup for the shares.
Analyse-Update • Mar 26

MTSI: Future Returns Will Balance Rich P E Support And Execution Uncertainty

Analysts have raised their price targets on MACOM Technology Solutions Holdings over a wide range, from about $20 to $100. They cite updated views on the company that are now incorporated into a slightly refined discount rate and future P/E assumptions in the valuation model.
Analyse-Update • Mar 11

MTSI: Future Returns Will Reflect Higher P/E Support And Margin Stability

The analyst price target for MACOM Technology Solutions Holdings has been revised higher from $255.73 to $261.14. Analysts attribute the change to updated assumptions around revenue growth, profit margins and future P/E multiples following a series of recent price target increases across the Street.
Analyse-Update • Feb 24

MTSI: Future Returns Will Reflect Margin Stability And Repriced Earnings Expectations

Analysts have lifted their average price targets on MACOM Technology Solutions Holdings by roughly $20 to $40, citing updated views on the company’s growth prospects and profitability drivers. These views align with only minor adjustments in the modeled discount rate, revenue growth, profit margin, and future P/E assumptions.
Analyse-Update • Feb 10

MTSI: Future Returns Will Reflect Margin Resilience And Repriced Earnings Expectations

Analysts have lifted their fair value estimate for MACOM Technology Solutions Holdings by about $48.60 per share, reflecting revised assumptions for revenue, profit margins and future P/E multiples supported by a series of recent price target increases across the Street. Analyst Commentary Recent Street research points to a cluster of higher price targets for MACOM Technology Solutions Holdings, with multiple firms revising their models at roughly the same time.
Seeking Alpha • Feb 07

The Outlook For MACOM Technology Is Bright, But The Valuation Is Blinding

Summary MACOM Technology is exceptionally well-positioned in high-growth RF semiconductor markets, with defense, satellite, broadband, and data centers all contributing meaningfully. Recent results featured a beat-and-raise quarter, with 24% YoY revenue growth, expanding margins, and a robust 1.3x book-to-bill ratio. MTSI benefits from strong momentum in data center, defense, and telecom, with hyperscaler capex tailwinds and ramping 800G/1.6T optical deployments. Despite outstanding execution and sector leadership, current multiples (over 50x forward EPS) leave little margin for error, making the risk/reward unattractive at these levels. Read the full article on Seeking Alpha
Neue Analyse • Jan 30

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

Catalysts About MACOM Technology Solutions Holdings MACOM Technology Solutions Holdings designs and manufactures high performance analog, RF, microwave and optical semiconductors for data center, telecom, industrial and defense customers. What are the underlying business or industry changes driving this perspective?
Analyse-Update • Jan 26

MTSI: Future Returns Will Depend On Margin Resilience Across Three End Markets

Narrative Update on MACOM Technology Solutions Holdings Analysts have raised their implied price target on MACOM Technology Solutions Holdings by about US$18 per share. This reflects updated views that factor in slightly higher modeled revenue growth, modestly stronger profit margins, and a higher future P/E multiple supported by recent Street research citing solid quarterly results, gross margin resilience, and expectations for continued traction across the company’s three end markets.
Analyseartikel • Jan 19

Subdued Growth No Barrier To MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) With Shares Advancing 27%

Despite an already strong run, MACOM Technology Solutions Holdings, Inc. ( NASDAQ:MTSI ) shares have been powering on...
Analyse-Update • Jan 11

MTSI: Future Returns Will Hinge On Margin Trends And Three End Markets

Analysts have nudged their price targets on MACOM Technology Solutions Holdings higher into the US$180 to US$185 range, citing solid recent results, a Q4 outlook they view as constructive, and improving gross margin trends supported by the integration of the acquired RTP fab. Analyst Commentary Recent research updates show that bullish analysts are generally encouraged by MACOM's latest quarterly delivery, but they also highlight some valuation and execution considerations for investors to keep in mind.
Analyseartikel • Jan 09

Returns On Capital Are Showing Encouraging Signs At MACOM Technology Solutions Holdings (NASDAQ:MTSI)

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Analyse-Update • Dec 23

MTSI: Future Returns Will Depend On Margin Resilience Across Three End Markets

Analysts have nudged their price targets for MACOM Technology Solutions Holdings higher by approximately $5 to the mid $180s, citing stronger than expected recent results, resilient gross margins, and confidence in the company’s multi-end-market growth trajectory and long term earnings power. Analyst Commentary Bullish analysts frame the recent price target increases as a reflection of MACOM's consistent execution, improving margin profile, and expanding multi end market opportunity set, arguing that the current valuation is supported by visible growth drivers into the mid 2020s.
Analyse-Update • Dec 08

MTSI: Future Revenue Milestones Will Rely On Execution Across Three End Markets

Analysts have nudged their price target for MACOM Technology Solutions Holdings slightly higher to approximately $185 from about $183, citing solid recent results, improving gross margins, and confidence in the company's long term growth potential across its three core end markets. Analyst Commentary Bullish analysts point to MACOM's consistent execution and improving gross margins as key supports for the higher price targets, arguing that the company now has clearer line of sight to surpassing $1B in annual sales over the medium term.
Analyse-Update • Nov 24

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.
Analyse-Update • Nov 07

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.
Analyseartikel • Jul 29

MACOM Technology Solutions Holdings, Inc.'s (NASDAQ:MTSI) Popularity With Investors Is Under Threat From Overpricing

With a price-to-sales (or "P/S") ratio of 12.3x MACOM Technology Solutions Holdings, Inc. ( NASDAQ:MTSI ) may be...
Analyseartikel • Jul 07

We Think MACOM Technology Solutions Holdings (NASDAQ:MTSI) Can Manage Its Debt With Ease

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel • Jun 16

Returns At MACOM Technology Solutions Holdings (NASDAQ:MTSI) Are On The Way Up

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Seeking Alpha • Feb 20

MACOM Technology Solutions: I Am Waiting For A Cheaper Entry Point

Summary I give a hold rating for MACOM Technology Solutions due to concerns about its high valuation despite strong business fundamentals and growth outlook. MTSI's data center business is a key growth driver, benefiting from AI-driven infrastructure investments, with the potential for >30% growth over an extended period. The CHIPS Act-funded expansion supports long-term margins by modernizing facilities and increasing production capacity, enhancing MTSI's ability to meet strong demand. Despite strong growth prospects, MTSI's valuation at ~34x forward PE is a premium compared to peers like Analog Devices, making it wise to wait for a cheaper entry point. Read the full article on Seeking Alpha
Seeking Alpha • Dec 24

MACOM Technology Solutions: The Smart Way To Get Quantum Exposure

Summary MACOM Technology is a top pick for 2025 due to its diverse semiconductor products and solutions for Industrial, Defense, and Telecommunications markets. The company's "Trusted Foundry" status and high-quality components position it well to benefit from advancements in quantum computing and other tech disruptions. MACOM's growth prospects are bolstered by its strategic acquisitions, such as ENGIN-IC, and its focus on expanding engineering capacity and product offerings. Strong demand in telecom, SATCOM, and DOCSIS 4.0 markets, along with improving gross margins, support a positive outlook for 2025 and beyond. Read the full article on Seeking Alpha
Seeking Alpha • Sep 16

MACOM Technology Solutions: Why The Stock May Not Be Done Yet

Summary Guessing where MACOM Technology Solutions was heading to was not hard to do for quite some time, but that has changed in the last few months. MTSI stock has struggled recently, but there are several reasons why the rally of the last two years may still have some life left. MTSI offers growth that is resilient to recessionary forces, but one has to pay a rather hefty multiple to get in on that growth. The path of least resistance is still pointing higher, notwithstanding the recent struggles, although not everyone is likely to go along for the ride. Read the full article on Seeking Alpha
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Neue Analyse • Aug 27

Strategic Defense And Telecom Initiatives Set To Propel Revenue Growth And Market Expansion

Continued focus on defense and 5G markets positions MACOM for growth in those sectors, with potential for increased revenue from defense contracts and telecom segment gains.

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:MTSI - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
9/30/20281,7294505035594
9/30/20271,53938340949012
9/30/20261,24025824830212
4/3/20261,074177158252N/A
1/2/20261,021162124212N/A
10/3/2025967-54153235N/A
7/4/2025907-70172228N/A
4/4/2025845-87191217N/A
1/3/2025791-103164196N/A
9/27/202473077137163N/A
6/28/202467972128151N/A
3/29/202463764129147N/A
12/29/202362575142162N/A
9/29/202364892142167N/A
6/30/2023676306150177N/A
3/31/2023700327141171N/A
12/30/2022696331150181N/A
9/30/2022675440150177N/A
7/1/2022652218134158N/A
4/1/2022633201139162N/A
12/31/2021618186128148N/A
10/1/202160738130148N/A
7/2/202159938164182N/A
4/2/2021584-2155171N/A
1/1/2021559-27152169N/A
10/2/2020530-46154171N/A
7/3/2020495-537189N/A
4/3/2020466-3533257N/A
1/3/2020468-389N/A55N/A
9/27/2019500-384N/A21N/A
6/28/2019539-410N/A53N/A
3/29/2019568-171N/A52N/A
12/28/2018590-140N/A39N/A
9/28/2018570-134N/A36N/A
6/29/2018586-118N/A24N/A
3/30/2018642-46N/A51N/A
12/29/2017678-165N/A41N/A
9/29/2017699-150N/A61N/A
6/30/2017685-147N/A74N/A
3/31/2017633-111N/A65N/A
12/30/201658011N/A84N/A
9/30/2016544-4N/A79N/A
7/1/20165046N/A60N/A
4/1/2016471-13N/A67N/A
1/1/2016440-12N/A62N/A
10/2/2015421-6N/A34N/A
7/3/2015343-19N/A44N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: MTSIDas prognostizierte Gewinnwachstum (37.1% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: MTSIDie Erträge des Unternehmens (37.1% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.6% pro Jahr).

Hohe Wachstumserträge: MTSIEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: MTSIDie Einnahmen des Unternehmens (20% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.5% pro Jahr).

Hohe Wachstumseinnahmen: MTSIDie Einnahmen des Unternehmens (20% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: MTSIDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (21.8%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/07 23:12
Aktienkurs zum Tagesende2026/05/07 00:00
Gewinne2026/04/03
Jährliche Einnahmen2025/10/03

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

MACOM Technology Solutions Holdings, Inc. wird von 21 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Thomas O'MalleyBarclays
Blayne CurtisBarclays
Karl AckermanBNP Paribas