MACOM Technology Solutions Holdings, Inc.

NasdaqGS:MTSI Stok Raporu

Piyasa değeri: US$23.2b

MACOM Technology Solutions Holdings Gelecekteki Büyüme

Future kriter kontrolleri 5/6

MACOM Technology Solutions Holdings kazanç ve gelirin sırasıyla yıllık 37.1% ve 20% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 35.5% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 21.8% olacağı tahmin edilmektedir.

Anahtar bilgiler

37.1%

Kazanç büyüme oranı

35.54%

EPS büyüme oranı

Semiconductor kazanç büyümesi25.8%
Gelir büyüme oranı20.0%
Gelecekteki özkaynak getirisi21.84%
Analist kapsamı

Good

Son güncelleme07 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Analiz 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.
Analiz 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.
Analiz 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.
Analiz 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.
Analiz 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.
Analiz 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.
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
Yeni Analiz • 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?
Analiz 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...
Analiz 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...
Analiz 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.
Analiz 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.
Analiz 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.
Analiz 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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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Yeni Analiz • 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.

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:MTSI - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: MTSI 'nin tahmini kazanç büyümesi (yıllık 37.1% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: MTSI şirketinin kazançlarının (yıllık 37.1% ) US pazarından (yıllık 16.6% ) 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 20% ) US pazarından (yıllık 11.5% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: MTSI şirketinin gelirinin (yıllık 20% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: MTSI 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 21.8 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 01:52
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2026/04/03
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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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. 21 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Thomas O'MalleyBarclays
Blayne CurtisBarclays
Karl AckermanBNP Paribas