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MACOM Technology Solutions Holdings, Inc. Stock Price

NasdaqGS:MTSI Community·US$16.5b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 17 Fair Values set on narratives written by author

MTSI Share Price Performance

US$220.68
71.90 (48.33%)
US$189.13
Fair Value
US$220.68
71.90 (48.33%)
16.7% overvalued intrinsic discount
US$189.13
Fair Value
Price US$220.68
AnalystConsensusTarget US$189.13
AnalystLowTarget US$160.00

MTSI Community Narratives

AnalystConsensusTarget·
Fair Value US$189.13 16.7% overvalued intrinsic discount

AI And 5G Demand Will Shape Future Semiconductor Landscape

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AnalystLowTarget·
Fair Value US$160 37.9% overvalued intrinsic discount

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

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US$189.13
16.7% overvalued intrinsic discount
Revenue
13.4% p.a.
Profit Margin
31.84%
Future PE
43.41x
Price in 2029
US$254.07

Trending Discussion

Updated Narratives

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

Fair Value: US$160 37.9% overvalued intrinsic discount
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MTSI: Future Returns Will Hinge On Margin Trends And Three End Markets

Fair Value: US$189.13 16.7% overvalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

1 Risk
1 Reward

MACOM Technology Solutions Holdings, Inc. Key Details

US$967.3m

Revenue

US$438.3m

Cost of Revenue

US$529.0m

Gross Profit

US$583.2m

Other Expenses

-US$54.2m

Earnings

Last Reported Earnings
Oct 03, 2025
Next Reporting Earnings
n/a
-0.72
54.69%
-5.60%
40.5%
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

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

Jan 19
Subdued Growth No Barrier To MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) With Shares Advancing 27%

Recent updates

No updates