MACOM Technology Solutions
MTSI
Market cap $8.25B

114.26 USD

+1.46

1.29%

At close Oct 9, 4:00 PM EDT

After hours

114.26

+0.00

0.00%

1 day

1.29%

5 days

6.31%

1 month

17.65%

3 months

-1.35%

6 months

11.17%

Year to date

26.56%

1 year

39.07%

5 years

443.32%

Information Technology Semiconductors & Related Devices

0

Funds holding %

of 6,740 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

286% more call options, than puts

Call options by funds: $16M | Put options by funds: $4.15M

169% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 6 (+1) [Q2]

19% more capital invested

Capital invested by funds: $5.77B [Q1] → $6.84B (+$1.07B) [Q2]

15% more funds holding

Funds holding: 296 [Q1] → 340 (+44) [Q2]

1.42% more ownership

Funds ownership: 83.73% [Q1] → 85.15% (+1.42%) [Q2]

13% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 119

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$110

4%

downside

Avg. target

$121

6%

upside

High target

$135

18%

upside

6 analyst ratings

5 positive

83%

1 neutral

17%

0 negative

0%

Benchmark David Williams 51% 1-year accuracy 22 / 43 met price target	5%upside $120	Buy Reiterated	12 Sept 2024
JP Morgan Peter Peng 33% 1-year accuracy 1 / 3 met price target	4%downside $110	Neutral Maintained	2 Aug 2024
Benchmark David Williams 51% 1-year accuracy 22 / 43 met price target	5%upside $120	Buy Maintained	2 Aug 2024
Barclays Tom O'Malley 57% 1-year accuracy 20 / 35 met price target	5%upside $120	Overweight Maintained	2 Aug 2024
Needham Quinn Bolton 41% 1-year accuracy 53 / 130 met price target	5%upside $120	Buy Maintained	2 Aug 2024

See Analyst Rankings

Financial journalist opinion

MACOM Joins the PHLX Semiconductor Sector Index

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (Nasdaq: MTSI), a leading supplier of semiconductor products, announced today that it has recently been added to the PHLX Semiconductor Sector Index (SOX). The PHLX Semiconductor Sector Index is a capitalization-weighted index comprising the 30 largest semiconductor companies traded in the USA, ranked by market capitalization. “It is a milestone to be included in the PHLX Semiconductor Sector Index and I congratulate our.

MACOM Joins the PHLX Semiconductor Sector Index

Zacks Investment Research

Understanding M/A-Com (MTSI) Reliance on International Revenue

Explore M/A-Com's (MTSI) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

Understanding M/A-Com (MTSI) Reliance on International Revenue

Zacks Investment Research

MACOM (MTSI) Q3 Earnings Meet Estimates, Revenues Rise Y/Y

MACOM's (MTSI) fiscal third-quarter results benefit from solid momentum across the data center, telecom, and industrial & defense markets.

MACOM (MTSI) Q3 Earnings Meet Estimates, Revenues Rise Y/Y

Zacks Investment Research

Compared to Estimates, M/A-Com (MTSI) Q3 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for M/A-Com (MTSI) give a sense of how the business performed in the quarter ended June 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, M/A-Com (MTSI) Q3 Earnings: A Look at Key Metrics

MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2024 Earnings Call Transcript

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI ) Q3 2024 Earnings Call August 1, 2024 8:30 AM ET Company Participants Stephen Ferranti - Vice President, Investor Relations Steve Daly - President and Chief Executive Officer Jack Kober - Chief Financial Officer Conference Call Participants Harsh Kumar - Piper Sandler Vivek Arya - Bank of America Karl Ackerman - BNP Paribas David Williams - Benchmark Company Tore Svanberg - Stifel Peter Peng - JPMorgan Srini Pajjuri - Raymond James Thomas O'Malley - Barclays Richard Shannon - Craig-Hallum Operator Welcome to MACOM's Third Fiscal Quarter 2024 Conference Call. This call is being recorded today, Thursday, August 1, 2024.

MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2024 Earnings Call Transcript

Zacks Investment Research

M/A-Com (MTSI) Meets Q3 Earnings Estimates

M/A-Com (MTSI) came out with quarterly earnings of $0.66 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.54 per share a year ago.

M/A-Com (MTSI) Meets Q3 Earnings Estimates

MACOM Reports Fiscal Third Quarter 2024 Financial Results

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal third quarter ended June 28, 2024. Third Quarter Fiscal Year 2024 GAAP Results Revenue was $190.5 million, an increase of 28.3%, compared to $148.5 million in the previous year fiscal third quarter and an increase of 5.1% compared to $181.2 million in the prior fiscal quarter; Gross margin was 53.2%.

MACOM Reports Fiscal Third Quarter 2024 Financial Results

MACOM to Report Third Quarter Fiscal Year 2024 Financial Results on August 1, 2024

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its third quarter fiscal year 2024 ended June 28, 2024, before market open on Thursday, August 1, 2024. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, August 1, 2024, hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice President and Chief Financ.

MACOM to Report Third Quarter Fiscal Year 2024 Financial Results on August 1, 2024

MACOM Technology Profits Drive Share Increases

MACOM Technology Solutions Holdings, Inc. (MTSI) offers more than 2,700 high-performance analog semiconductor solutions and has grown profits by 64.8% in the last five years.

MACOM Technology Profits Drive Share Increases

MACOM to Showcase Extensive RF and Microwave Capabilities and Foundry Services at IMS2024

LOWELL, Mass.--(BUSINESS WIRE)-- #diodes--MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, will showcase its latest RF, microwave and millimeter wave products at Booth #921 and its enhanced foundry services at Booth #744 at the IEEE MTT-S International Microwave Symposium (IMS) in Washington, DC from June 18 to 20, 2024. MACOM will be highlighting more than 14 technology demonstrations at the show, spanning its various product lines, including Diodes, RF Power, MMI.

MACOM to Showcase Extensive RF and Microwave Capabilities and Foundry Services at IMS2024

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