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MACOM Technology Solutions Holdings, Inc. Stock Price

NasdaqGS:MTSI Community·US$29.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 25 Fair Values set on narratives written by author

MTSI Share Price Performance

US$364.64
243.03 (199.84%)
US$160.00
Fair Value
US$364.64
243.03 (199.84%)
127.9% overvalued intrinsic discount
US$160.00
Fair Value
Price US$364.64
AnalystLowTarget US$160.00
AnalystConsensusTarget US$389.43
AnalystHighTarget US$265.00

MTSI Community Narratives

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Fair Value US$160 127.9% overvalued intrinsic discount

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

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·
Fair Value US$389.43 6.4% undervalued intrinsic discount

AI And 5G Demand Will Shape Future Semiconductor Landscape

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·
Fair Value US$265 37.6% overvalued intrinsic discount

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

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US$389.43
6.4% undervalued intrinsic discount
Revenue
24.38% p.a.
Profit Margin
29.31%
Future PE
72.09x
Price in 2029
US$530.38

Trending Discussion

Updated Narratives

MTSI logo

MTSI: Future Returns Will Depend On AI Optics Execution And Richer P E Multiple

Fair Value: US$389.43 6.4% undervalued intrinsic discount
14 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MTSI logo

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

Fair Value: US$265 37.6% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MTSI logo

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

Fair Value: US$160 127.9% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

1 Risk
2 Rewards

MACOM Technology Solutions Holdings, Inc. Key Details

US$1.1b

Revenue

US$475.9m

Cost of Revenue

US$597.9m

Gross Profit

US$421.2m

Other Expenses

US$176.8m

Earnings

Last Reported Earnings
Apr 03, 2026
Next Reporting Earnings
n/a
2.32
55.68%
16.46%
26.6%
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

Narrative Update May 17

MTSI: Future Returns Will Depend On AI Optics Execution And Richer P E Multiple

Analysts have lifted their aggregate price targets for MACOM Technology Solutions Holdings by about $110, citing updated assumptions for higher revenue growth, stronger profit margins, and a richer future P/E multiple. Analyst Commentary Recent research on MACOM Technology Solutions Holdings clusters around higher price targets, with analysts updating their models on revenue potential, margin profile, and valuation multiples.

Recent updates

No updates