MACOM Technology Solutions
MTSI
Market cap $10.3B

136.20 USD

-0.99

0.72%

At close Jul 11, 4:00 PM EDT

After hours

136.20

+0.00

0.00%

1 day

-0.72%

5 days

-2.58%

1 month

3.73%

3 months

39.24%

6 months

4.29%

Year to date

5.23%

1 year

19.34%

5 years

278.65%

10 years

308.89%

About: MACOM Technology Solutions Holdings Inc is a provider of analog, digital, and mixed-signal semiconductor solutions to original equipment manufacturers and distributors. These solutions are found in systems for industrial, medical, scientific, and test and measurement markets. The firm's portfolio of products includes integrated circuits, multichip modules, power pallets and transistors, diodes, amplifiers, switches and switch limiters, passive and active components, and complete subsystems. Roughly a third of the firm's revenue is generated in the United States, with the rest coming from China, Japan, Singapore, South Korea, and other countries across the world.

Employees: 1,700

Technology Semiconductors

0

Funds holding %

of 7,312 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

56% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 108

46% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $34.5M

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0% more funds holding in top 10

Funds holding in top 10: 5 [Q4 2024] → 5 (+0) [Q1 2025]

1% less funds holding

Funds holding: 382 [Q4 2024] → 379 (-3) [Q1 2025]

1.37% less ownership

Funds ownership: 86.14% [Q4 2024] → 84.77% (-1.37%) [Q1 2025]

21% less capital invested

Capital invested by funds: $8.1B [Q4 2024] → $6.4B (-$1.7B) [Q1 2025]

See Fund Rankings

Research analyst outlook

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

Low target

$120

12%

downside

Avg. target

$149

9%

upside

High target

$160

17%

upside

5 analyst ratings

5 positive

100%

0 neutral

0%

0 negative

0%

Truist Securities William Stein	13%upside $154	Buy Maintained	7 Jul 2025
B of A Securities Vivek Arya	17%upside $160	Buy Maintained	24 Jun 2025
Barclays Tom O'Malley	10%upside $150	Overweight Maintained	9 May 2025
Benchmark David Williams	17%upside $160	Buy Reiterated	9 May 2025
Stifel Tore Svanberg	12%downside $120	Buy Maintained	17 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 4 articles about MTSI published over the past 30 days

Mizuho says two chip stocks will benefit as NATO increases defense spending

NATO allies have agreed to increase their defense spending to 5.0% of the gross domestic product (GDP) by 2035 – a dramatic increase from the previous 2.0% benchmark. Additionally, President Trump has proposed a massive $150 billion boost to defense budget in his controversial tax-and-spending bill as well.

Mizuho says two chip stocks will benefit as NATO increases defense spending

Which Small And Mid-Cap Chip Stocks Are Set For Big Gains?

On Tuesday, Bank of America Securities (BofA) analyst Vivek Arya highlighted five small and mid-cap (SMid Cap) stocks within his coverage, projecting they could outperform the SOX index over the next year. Notably, the SOX has already seen a strong 5% year-to-date gain compared to the S&P 500's 2%.

Which Small And Mid-Cap Chip Stocks Are Set For Big Gains?

MACOM IMS 2025 Product Preview – Satellite Communications

MACOM Technology Solutions Inc. announced today new additions to its RF and optical portfolio, designed to meet the evolving needs of the SATCOM industry.

MACOM IMS 2025 Product Preview – Satellite Communications

MACOM IMS 2025 Product Preview – Radar

LOWELL, Mass., June 12, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, announced a new suite of high performance RF solutions designed to meet the demanding requirements of advanced radar systems.

MACOM IMS 2025 Product Preview – Radar

MACOM IMS 2025 Product Preview – Electronic Countermeasures

LOWELL, Mass., June 10, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced availability of a wideband front end module (FEM) covering 2 to 18 GHz.

MACOM IMS 2025 Product Preview – Electronic Countermeasures

Zacks Investment Research

Why M/A-Com (MTSI) is a Top Growth Stock for the Long-Term

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Why M/A-Com (MTSI) is a Top Growth Stock for the Long-Term

Zacks Investment Research

Investing in M/A-Com (MTSI)? Don't Miss Assessing Its International Revenue Trends

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.

Investing in M/A-Com (MTSI)? Don't Miss Assessing Its International Revenue Trends

MACOM's Valuation Is Justified Given Its Top-Line Growth

I rate MACOM Technology a Buy with a $130 price target, driven by growth in 5G, AI, and data center markets. The company offers high-performance, low-power optical and RF solutions, with a strong presence in data center interconnect and photonics. MTSI's valuation is high, but justified by robust growth and a diversified product portfolio, with a forward P/E of 31x.

MACOM's Valuation Is Justified Given Its Top-Line Growth

Zacks Investment Research

MACOM Technology Q2 Earnings and Revenues Beat Estimates, Stock Up

MTSI's second-quarter fiscal 2025 revenues reflect growth across Telecom, Data Center and Industrial & Defense Markets.

MACOM Technology Q2 Earnings and Revenues Beat Estimates, Stock Up

Zacks Investment Research

M/A-Com (MTSI) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Although the revenue and EPS for M/A-Com (MTSI) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

M/A-Com (MTSI) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

See News Rankings

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