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MACOM Technology Solutions Holdings, Inc.
MTSI
NASDAQ·Technology·Semiconductors·Mkt cap $26.8B
$322.26
▼ -8.09%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$118.16 - $418.90
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 150.8% 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
Hot
+47.1% 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: Apr 30, 2026
MAY 7, 2026
Reported EPS of $1.09 vs $1.07 consensus (+1.9% surprise). Revenue of $289.0M vs $285.2M expected (+1.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+1.9%
Next: Apr 30, 2026
Revenue trend · last 8Q
—
—
—
—
+30%
+32%
+30%
+25%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$181.2M
$190.5M
$200.7M
$218.1M
$235.9M
$252.1M
$261.2M
$271.6M
Margins · last 8Q
Gross
55.9%
Operating
15.9%
Profit
17.9%
Wall Street consensus
11 analysts · 82% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
82%
Hold
18%
Sell
0%
Median Price Target
$401.00
▲ +24.4% vs $322.26
Latest: HC Wainwright · Jun 3, 2026
7 analysts covering
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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