MACOM Technology Solutions

MTSI

Market cap $18.1B

The portfolio generated strong absolute returns in Q4 and 2025 but trailed the MSCI All Country World Small Mid Index over each period. Stock selection in health care was the strongest contributor to performance for both the quarter and year. Management highlighted strong demand for high-speed optical components supporting AI-driven data center growth, alongside improving margins.

Thirteen global leaders in networking, semiconductors and cabling have joined forces to form the Active Copper Cable Multi-Source Agreement (ACC-MSA).

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.

The Outlook For MACOM Technology Is Bright, But The Valuation Is Blinding

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

MACOM Technology tops Q1 estimates as earnings jump 29% Y/Y and revenues climb 24.5%, backed by strong margins and upbeat Q2 outlook.

MACOM Technology Solutions Holdings, Inc. (MTSI) Q1 2026 Earnings Call Transcript

M/A-Com (MTSI) came out with quarterly earnings of $1.02 per share, beating the Zacks Consensus Estimate of $0.99 per share. This compares to earnings of $0.79 per share a year ago.

Chipmaker Macom Technology Solutions beat analyst estimates for its fiscal first quarter and with its guidance. Macom stock rose.

MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), today announced its financial results for its first quarter ended January 2, 2026.