MTSI icon

MACOM Technology Solutions

121.34 USD
-0.03
0.02%
Updated May 22, 9:45 AM EDT
1 day
-0.02%
5 days
-1.16%
1 month
26.57%
3 months
1.74%
6 months
-9.78%
Year to date
-6.25%
1 year
19.95%
5 years
292.56%
10 years
224.61%
 

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

0
Funds holding %
of 7,245 funds
0
Analysts bullish %
of 5 analysts

Fund manager confidence

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

53% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 109

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: 381 [Q4 2024] → 378 (-3) [Q1 2025]

1.37% less ownership

Funds ownership: 86.1% [Q4 2024] → 84.73% (-1.37%) [Q1 2025]

21% less capital invested

Capital invested by funds: $8.1B [Q4 2024] → $6.43B (-$1.67B) [Q1 2025]

Research analyst outlook

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

Low target
$120
1%
downside
Avg. target
$137
13%
upside
High target
$160
32%
upside

5 analyst ratings

positive
100%
neutral
0%
negative
0%
Barclays
Tom O'Malley
24%upside
$150
Overweight
Maintained
9 May 2025
Benchmark
David Williams
32%upside
$160
Buy
Reiterated
9 May 2025
Stifel
Tore Svanberg
1%downside
$120
Buy
Maintained
17 Apr 2025
B of A Securities
Vivek Arya
7%upside
$130
Buy
Maintained
16 Apr 2025
Truist Securities
William Stein
3%upside
$125
Buy
Initiated
11 Apr 2025

Financial journalist opinion

Based on 11 articles about MTSI published over the past 30 days

Neutral
Zacks Investment Research
1 week ago
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
Positive
Seeking Alpha
1 week ago
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
Positive
Zacks Investment Research
1 week ago
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
Positive
Zacks Investment Research
1 week ago
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
Neutral
Seeking Alpha
1 week ago
MACOM Technology Solutions Holdings, Inc. (MTSI) Q2 2025 Earnings Call Transcript
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI ) Q2 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Stephen Ferranti - Vice President-Corporate Development & Investor Relations Stephen Daly - President, Chief Executive Officer and Chairman John Kober - Senior Vice President and Chief Financial Officer Conference Call Participants Tore Svanberg - Stifel Nicolaus David Williams - The Benchmark Company Karl Ackerman - BNP Paribas William Stein - Truist Securities Neil Young - Needham & Company Blayne Curtis - Jefferies Srini Pajjuri - Raymond James Peter Peng - JPMorgan Richard Shannon - Craig-Hallum Capital Group Operator Welcome to MACOM's Second Fiscal Quarter 2025 Conference Call. This call is being recorded today, Thursday, May 8, 2025.
MACOM Technology Solutions Holdings, Inc. (MTSI) Q2 2025 Earnings Call Transcript
Positive
Zacks Investment Research
1 week ago
M/A-Com (MTSI) Q2 Earnings and Revenues Beat Estimates
M/A-Com (MTSI) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.59 per share a year ago.
M/A-Com (MTSI) Q2 Earnings and Revenues Beat Estimates
Neutral
GlobeNewsWire
2 weeks ago
MACOM Reports Fiscal Second Quarter 2025 Financial Results
LOWELL, Mass., May 08, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal second quarter ended April 4, 2025.
MACOM Reports Fiscal Second Quarter 2025 Financial Results
Neutral
Zacks Investment Research
2 weeks ago
Seeking Clues to M/A-Com (MTSI) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
Evaluate the expected performance of M/A-Com (MTSI) for the quarter ended March 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Seeking Clues to M/A-Com (MTSI) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
Positive
Zacks Investment Research
3 weeks ago
M/A-Com (MTSI) is a Top-Ranked Momentum Stock: Should You Buy?
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
M/A-Com (MTSI) is a Top-Ranked Momentum Stock: Should You Buy?
Neutral
Zacks Investment Research
3 weeks ago
M/A-Com (MTSI) Earnings Expected to Grow: Should You Buy?
M/A-Com (MTSI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
M/A-Com (MTSI) Earnings Expected to Grow: Should You Buy?
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