MACOM Technology Solutions

MTSI

Market cap $16.4B

M/A-Com (MTSI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Macom Technology Solutions has called out various ways it can cash in on the boom in low-Earth-orbit satellites.

MACOM Technologies (MTSI) hit a record high as investors pay closer attention to the company's ties to the Department of Defense amid a push for higher U.S. defense spending. Not only that, but George Tsilis notes MACOM's thematic ties to the AI trade adding to a bull case.

Macom Technology Solutions stock surged to an all-time high on Monday amid rising expectations for its semiconductor products for satellite communications.

Rising global chip sales and AI-driven demand put ADI, NVDA, MTSI and ASYS in focus as semiconductor stocks gain momentum in a strong market.

Semiconductor stocks start out 2026 with powerful tailwinds in their corner after vastly outperforming in 2025, but these tailwinds have the potential to turn into headwinds. The semiconductor sector continues to do better than most, although lately gains are driven by fewer stocks with many more lagging behind. Artificial intelligence or AI continues to underpin the semiconductor sector, but there are increasingly undesirable developments to be found.

AI-driven chip demand powered a strong 2025 and sets up more growth in 2026, making ADI, MTSI, SLAB and NVDA compelling buys.

Technology company MACOM Technology Solutions Holdings, Inc. (MTSI) up 291% since first rare Big Money outlier inflow in 2016.

NVDA, AMD and MTSI are poised to ride the AI wave, chip demand surge and policy tailwinds into the next tech rally.

M/A-Com (MTSI) could produce exceptional returns because of its solid growth attributes.