MACOM Technology Solutions Holdings, Inc.

NasdaqGS:MTSI 株式レポート

時価総額：US$23.2b

MACOM Technology Solutions Holdings 将来の成長

Future 基準チェック /56

MACOM Technology Solutions Holdings利益と収益がそれぞれ年間37.1%と20%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21.8% 35.5%なると予測されています。

主要情報

37.1%

収益成長率

35.54%

EPS成長率

Semiconductor 収益成長25.8%
収益成長率20.0%
将来の株主資本利益率21.84%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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
新しいナラティブ • 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?
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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.

業績と収益の成長予測

NasdaqGS:MTSI - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: MTSIの予測収益成長率 (年間37.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: MTSIの収益 ( 37.1% ) はUS市場 ( 16.6% ) よりも速いペースで成長すると予測されています。

高成長収益: MTSIの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: MTSIの収益 ( 20% ) US市場 ( 11.5% ) よりも速いペースで成長すると予測されています。

高い収益成長: MTSIの収益 ( 20% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: MTSIの 自己資本利益率 は、3年後には高くなると予測されています ( 21.8 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/07 02:00
終値2026/05/07 00:00
収益2026/04/03
年間収益2025/10/03

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

MACOM Technology Solutions Holdings, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21

アナリスト機関
Thomas O'MalleyBarclays
Blayne CurtisBarclays
Karl AckermanBNP Paribas