MACOM Technology Solutions
MTSI
Market cap $9.12B

123.46 USD

+0.93

0.76%

At close May 16, 4:00 PM EDT

After hours

123.46

+0.00

0.00%

1 day

0.76%

5 days

-1.14%

1 month

26.98%

3 months

-0.84%

6 months

0.19%

Year to date

-4.61%

1 year

21.52%

5 years

304.39%

10 years

241.62%

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 7,457 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

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

52% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 109

46% more call options, than puts

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

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

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] → 377 (-4) [Q1 2025]

1.58% less ownership

Funds ownership: 86.1% [Q4 2024] → 84.51% (-1.58%) [Q1 2025]

21% less capital invested

Capital invested by funds: $8.1B [Q4 2024] → $6.41B (-$1.69B) [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

3%

downside

Avg. target

$137

11%

upside

High target

$160

30%

upside

5 analyst ratings

5 positive

100%

0 neutral

0%

0 negative

0%

Barclays Tom O'Malley 45% 1-year accuracy 21 / 47 met price target	22%upside $150	Overweight Maintained	9 May 2025
Benchmark David Williams 44% 1-year accuracy 32 / 72 met price target	30%upside $160	Buy Reiterated	9 May 2025
Stifel Tore Svanberg 58% 1-year accuracy 32 / 55 met price target	3%downside $120	Buy Maintained	17 Apr 2025
B of A Securities Vivek Arya 58% 1-year accuracy 69 / 118 met price target	5%upside $130	Buy Maintained	16 Apr 2025
Truist Securities William Stein 64% 1-year accuracy 21 / 33 met price target	1%upside $125	Buy Initiated	11 Apr 2025

See Analyst Rankings

Financial journalist opinion

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

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

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

Zacks Investment Research

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

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

Zacks Investment Research

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

Zacks Investment Research

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?

Zacks Investment Research

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?

See News Rankings

Charts implemented using Lightweight Charts™