MACOM Technology Solutions Holdings, Inc.

NasdaqGS:MTSI Stok Raporu

Piyasa değeri: US$21.1b

MACOM Technology Solutions Holdings Gelecekteki Büyüme

Future kriter kontrolleri 6/6

MACOM Technology Solutions Holdings kazanç ve gelirin sırasıyla yıllık 36.1% ve 23.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 35.2% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 22.8% olacağı tahmin edilmektedir.

Anahtar bilgiler

36.1%

Kazanç büyüme oranı

35.23%

EPS büyüme oranı

Semiconductor kazanç büyümesi31.0%
Gelir büyüme oranı23.9%
Gelecekteki özkaynak getirisi22.76%
Analist kapsamı

Good

Son güncelleme18 Sep 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Aug 21

MTSI: AI Data Center Demand Will Test Conservatively Bullish Outlook

Analysts have reset the central fair value estimate for MACOM Technology Solutions Holdings to $300, reflecting updated assumptions on growth, margins and future P/E that follow a broad range of Street price targets from $300 to $475. Analyst Commentary Recent Street research on MACOM Technology Solutions Holdings shows a wide range of views on the stock, with targets spanning from US$300 to US$475.
Anlatı Güncellemesi • Aug 07

MTSI: AI Data Center Demand And Record Backlog Will Drive Future Upside

Analysts have lifted their aggregate price target on MACOM Technology Solutions Holdings to $475 from $450, citing recent beat-and-raise quarterly results, record backlog and bookings, and ongoing AI and data center demand as key factors supporting the updated view. Analyst Commentary Bullish analysts covering MACOM Technology Solutions Holdings are leaning into the recent beat and raise quarter and the record backlog and bookings.
Seeking Alpha • Aug 04

From Radar To AI Data Centers: Why MACOM's Dual Semiconductor Play Is Just Getting Started

Summary MACOM Technology Solutions (MTSI) is executing on dual secular growth drivers: AI-fueled data center optical infrastructure and a global defense electronics upcycle. Q2 FY26 saw Data Center revenue up 36% y/y and Industrial & Defense up 22% y/y, with Q3 revenue guidance of $331–339M, implying 16% sequential growth. Adjusted gross margins are approaching 60% and adjusted EBITDA margins exceed 31%, highlighting significant operating leverage from differentiated compound semiconductor manufacturing. Shares trade at ~50x FY26E adjusted EBITDA, reflecting high expectations and requiring sustained execution; I rate MTSI as Buy, but near-term margin of safety is thin. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jul 24

MTSI: AI Data Centers And SATCOM Will Test Volatile Market Expectations

The updated analyst price target for MACOM Technology Solutions Holdings has shifted from $345.00 to $312.36, reflecting analysts' use of more conservative valuation inputs, along with continued support from recent research citing AI data center demand, communications infrastructure trends, and broader semiconductor upcycle expectations. Analyst Commentary Recent Street research on MACOM Technology Solutions Holdings shows a wide range of opinions, with some firms lifting price targets while others are resetting expectations.
Anlatı Güncellemesi • Jul 10

MTSI: AI Infrastructure And SATCOM Demand Will Test Rich Earnings Expectations

Analysts have raised the fair value estimate for MACOM Technology Solutions Holdings to $345 from $160, citing higher Street price targets around $450 and supportive views on AI data center demand, satellite communications expansion, and new defense applications. Analyst Commentary Recent research on MACOM Technology Solutions Holdings has largely centered on how the company fits into broader themes around AI data centers, satellite communications, and defense spending.
Anlatı Güncellemesi • Jun 26

MTSI: AI Data Center And SATCOM Demand Will Drive Future Upside

Analysts have raised the fair value estimate for MACOM Technology Solutions Holdings to $450 from $265, citing higher price targets from multiple firms and updated assumptions regarding revenue growth, profit margins, and future P/E, linked to AI data center, optical, satellite communications, and defense demand. Analyst Commentary Recent research on MACOM Technology Solutions Holdings points to a cluster of higher valuation targets, with several bullish analysts flagging the stock as a key way to gain exposure to AI data center, optical, satellite communications, and defense spending trends.
Analiz Makalesi • Jun 21

MACOM Technology Solutions Holdings (MTSI) Stock Could Be 1.7% Undervalued After Hot Via Update

MACOM Technology Solutions Holdings (MTSI) is drawing fresh attention after unveiling a chip-scale “hot via” process based on AlGaAs diode technology, alongside reported growth across data center, defense, and satellite focused communications markets. See our latest analysis for MACOM Technology Solutions Holdings. Against this backdrop, MACOM Technology Solutions Holdings' share price has moved to US$391.41, with a 1-day share price return of 6.62% and a 90-day share price return of 70.73%...
Anlatı Güncellemesi • Jun 05

MTSI: Future Returns Will Rely On AI Infrastructure, SATCOM And Defense Execution

The updated analyst price target for MACOM Technology Solutions Holdings increases to $398.36 from $389.43. Analysts cite stronger AI data center demand, expanded SATCOM and defense opportunities, and growing interest in custom accelerators as key supports for the higher valuation.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
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

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:MTSI - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
9/30/20282,0936486426976
9/30/20271,79953755367015
9/30/20261,32431821129815
7/3/20261,164241194271N/A
4/3/20261,074177158252N/A
1/2/20261,021162124212N/A
10/3/2025967-54153235N/A
7/4/2025907-70159228N/A
4/4/2025845-87179217N/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
4/3/2020466-353N/A57N/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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: MTSI 'nin tahmini kazanç büyümesi (yıllık 36.1% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: MTSI şirketinin kazançlarının (yıllık 36.1% ) US pazarından (yıllık 17.5% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: MTSI şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: MTSI şirketinin gelirinin (yıllık 23.9% ) US pazarından (yıllık 13.6% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: MTSI şirketinin gelirinin (yıllık 23.9% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: MTSI 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 22.8 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/21 13:12
Gün Sonu Hisse Fiyatı2026/09/21 00:00
Kazançlar2026/07/03
Yıllık Kazançlar2025/10/03

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

MACOM Technology Solutions Holdings, Inc. 22 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Blayne CurtisBarclays
Thomas O'MalleyBarclays
Harsh KumarBMO Capital Markets Equity Research