MACOM Technology SolutionsMTSI
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
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
5 analyst ratings
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









