MACOM Technology Solutions Holdings, Inc.
MTSI
NASDAQ·Technology·Semiconductors·Mkt cap $19.7B
$257.56
▼ -1.70%
P/E
85.00
Mkt Cap
$19.7B
52-Wk Range
$121.97–$418.90
52-Week Range
$121.97 - $418.90
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 97.9% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- 73+ years of analog semiconductor design expertise and manufacturing heritage
- Comprehensive RF/microwave/millimeter wave product portfolio across multiple frequency bands
- Established relationships with tier-1 telecom, defense, and infrastructure customers
- Vertical integration capabilities enabling custom and standard device solutions
- Strong IP portfolio and design capabilities in high-frequency analog applications
Bear Case
2 risks
- Above-average volatility (beta 1.7).
- Premium valuation to Analog & Mixed Signal peers
Growth
Moderate growth ahead
5G infrastructure buildout and carrier network modernization globally
Value
Premium valuation to Analog & Mixed Signal peers
Momentum
Falling
-34.0% over 3m
Quality
Strong
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying MTSI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of $1.40 vs $1.35 consensus (+3.7% surprise). Revenue of $342.2M vs $336.1M expected (+1.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+3.7%
Revenue trend · last 8Q
—
—
—
+30%
+32%
+30%
+25%
+36%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q3 26
$190.5M
$200.7M
$218.1M
$235.9M
$252.1M
$261.2M
$271.6M
$342.2M
Margins · last 8Q
Gross
58.3%
Operating
22.5%
Profit
29.4%
Wall Street consensus
10 analysts · 70% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
70%
Hold
30%
Sell
0%
Median Price Target
—
Latest: BMO Capital · Aug 20, 2026
vs Industry
How MTSI stacks vs Semiconductors
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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