MACOM Technology Solutions

MTSI

Market cap $9.82B

Overview Fund Activity

131.87 USD

+0.69

0.53%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

132.00

+0.13

0.1%

1 day

0.53%

5 days

-0.39%

1 month

5.88%

3 months

0.88%

6 months

19.4%

Year to date

1.89%

1 year

29.87%

5 years

302.17%

10 years

323.34%

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 7,463 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

361% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $6.59M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

80% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 102

48% more capital invested

Capital invested by funds: $6.4B [Q1] → $9.48B (+$3.08B) [Q2]

20% more funds holding in top 10

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

8% more funds holding

Funds holding: 383 [Q1] → 415 (+32) [Q2]

4.19% more ownership

Funds ownership: 84.81% [Q1] → 89.01% (+4.19%) [Q2]

See Fund Rankings

Research analyst outlook

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

Low target

$154

17% upside

Avg. target

$156

19% upside

High target

$160

21% upside

3 analyst ratings

3 positive

100%

0 neutral

0%

0 negative

0%

Stifel Tore Svanberg	$155	Buy Maintained	18 Jul 2025
Truist Securities William Stein	$154	Buy Maintained	7 Jul 2025
B of A Securities Vivek Arya	$160	Buy Maintained	24 Jun 2025

See Analyst Rankings

Financial journalist opinion

MACOM Supports PCIe and CXL Connectivity Over Optical Fiber with High Performance Chipset

LOWELL, Mass., Sept. 11, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced the availability of a new chipset to overcome the distance limitations of traditional PCI Express (PCIe) and Compute Express Link (CXL) connectivity by enabling high speed, low latency communication over optical fiber.

MACOM Supports PCIe and CXL Connectivity Over Optical Fiber with High Performance Chipset

Zacks Investment Research

Here's Why M/A-Com (MTSI) is a Strong Growth Stock

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Here's Why M/A-Com (MTSI) is a Strong Growth Stock

Zacks Investment Research

Here's Why M/A-Com (MTSI) is a Strong Growth Stock

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Here's Why M/A-Com (MTSI) is a Strong Growth Stock

Zacks Investment Research

M/A-Com (MTSI) Reliance on International Sales: What Investors Need to Know

Evaluate M/A-Com's (MTSI) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

M/A-Com (MTSI) Reliance on International Sales: What Investors Need to Know

Zacks Investment Research

MACOM Technology Q3 Earnings Beat Estimates, Revenues Rise Y/Y

MTSI tops Q3 earnings and revenue estimates with strong growth across all markets, but shares tumble over 8%.

MACOM Technology Q3 Earnings Beat Estimates, Revenues Rise Y/Y

Zacks Investment Research

M/A-Com (MTSI) Reports Q3 Earnings: What Key Metrics Have to Say

The headline numbers for M/A-Com (MTSI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

M/A-Com (MTSI) Reports Q3 Earnings: What Key Metrics Have to Say

MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2025 Earnings Call Transcript

MACOM Technology Solutions Holdings, Inc. (MTSI Q3 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants John F. Kober - CFO & Senior VP Stephen Ferranti - Vice President of Strategic Initiatives & Investor Relations Stephen G.

MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2025 Earnings Call Transcript

Director Susan Ocampo Announces Retirement

LOWELL, Mass., Aug. 08, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, has announced that Director Susan Ocampo will be retiring from MACOM's Board of Directors (the “Board”), effective August 31, 2025.

Director Susan Ocampo Announces Retirement

The Motley Fool

Macom (MTSI) Q3 Revenue Jumps 32%

Macom (MTSI) Q3 Revenue Jumps 32%

Macom (MTSI) Q3 Revenue Jumps 32%

Zacks Investment Research

M/A-Com (MTSI) Surpasses Q3 Earnings and Revenue Estimates

M/A-Com (MTSI) came out with quarterly earnings of $0.9 per share, beating the Zacks Consensus Estimate of $0.89 per share. This compares to earnings of $0.66 per share a year ago.

M/A-Com (MTSI) Surpasses Q3 Earnings and Revenue Estimates

See News Rankings

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