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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
361% more call options, than puts
Call options by funds: $17M | Put options by funds: $3.7M
100% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 39
79% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 101
47% more capital invested
Capital invested by funds: $6.4B [Q1] → $9.41B (+$3.01B) [Q2]
20% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 6 (+1) [Q2]
7% more funds holding
Funds holding: 382 [Q1] → 409 (+27) [Q2]
3.64% more ownership
Funds ownership: 84.79% [Q1] → 88.43% (+3.64%) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Stifel Tore Svanberg | 20%upside $155 | Buy Maintained | 18 Jul 2025 |
Truist Securities William Stein | 20%upside $154 | Buy Maintained | 7 Jul 2025 |
B of A Securities Vivek Arya | 24%upside $160 | Buy Maintained | 24 Jun 2025 |
Financial journalist opinion
Based on 10 articles about MTSI published over the past 30 days
