MACOM (MTSI) Showcases 3.2T Optical Solutions at ECOC 2025 Might Change The Case For Investing

• MACOM Technology Solutions Holdings recently showcased its latest analog connectivity solutions, including next-generation optical and copper-based technologies, at the European Conference on Optical Communication (ECOC) in Copenhagen from September 29 to October 1, 2025.
• The demonstration of advanced 3.2T and 1.6T transmit capabilities highlights MACOM’s commitment to innovation across high-speed data center, AI/ML, and telecom infrastructure applications.
• We'll examine how MACOM's launch of 3.2T optical solutions at ECOC 2025 could impact its outlook for high-speed connectivity growth.

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MACOM Technology Solutions Holdings Investment Narrative Recap

To be a MACOM shareholder, you need to believe in the long-term growth story of high-speed data center and telecom connectivity, even amid the volatility and competitive pressures facing the industry. While the launch of next-generation 3.2T optical solutions at ECOC 2025 shines a spotlight on MACOM’s technology leadership, it does not materially alter the most immediate risk: ongoing margin pressure and underutilization at the RTP fab, which remain the primary short-term financial challenges despite robust product innovation.

Among recent updates, MACOM’s unveiling of the PCIe 6.0 Optical solution stands out for its relevance to the ECOC news. This technology signals MACOM’s progress in extending low-latency, high-capacity connectivity to new data center settings, a key catalyst for capturing AI and cloud growth, but also dependent on executing production ramp and cost improvements at critical fabs.

However, investors should be aware that despite these launches, margin expansion is still constrained by...

Read the full narrative on MACOM Technology Solutions Holdings (it's free!)

MACOM Technology Solutions Holdings is projected to reach $1.2 billion in revenue and $586.5 million in earnings by 2028. This outlook assumes an 11.2% annual revenue growth and a $656.4 million increase in earnings from the current -$69.9 million.

Uncover how MACOM Technology Solutions Holdings' forecasts yield a $149.29 fair value, a 17% upside to its current price.

Exploring Other Perspectives

Three distinct fair value estimates from the Simply Wall St Community span a wide US$69.77 to US$149.29 range. With ongoing margin headwinds identified by analysts, it’s clear you can find sharply differing expectations on MACOM’s future, so explore multiple viewpoints.

Explore 3 other fair value estimates on MACOM Technology Solutions Holdings - why the stock might be worth as much as 17% more than the current price!

Build Your Own MACOM Technology Solutions Holdings Narrative

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• A great starting point for your MACOM Technology Solutions Holdings research is our analysis highlighting 1 key reward that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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