Buy Analog-Mixed Signal Players MACOM, Monolithic & Semtech
AI strength, recovery in auto and industrial are driving growth in the Analog/Mixed-signal industry. MTSI, MPWR and SMTC are riding these trends.
Zacks Investment Research9/1/2026Positive
MTSI
MACOM Technology Solutions Holdings IncNASDAQTECHNOLOGYSEMICONDUCTORS
Key Statistics
Market Cap
$20.54B
P/E Ratio
85.38
EPS
$3.15
Beta
1.71
52W High
$418.90
52W Low
$121.97
50-Day MA
$288.55
200-Day MA
$263.58
Dividend Yield
—
Profit Margin
20.70%
Forward P/E
30.40
PEG Ratio
2.05
About MACOM Technology Solutions Holdings Inc
MACOM Technology Solutions Holdings, Inc. designs and manufactures analog semiconductor solutions for use in wired and wireless applications in the radio frequency (RF), microwave, millimeter wave and light wave spectrum in the United States, China, Asia Pacific and internationally. . . The company is headquartered in Lowell, Massachusetts.
Fundamentals
| Revenue (TTM) | $1.16B |
| Gross Profit (TTM) | $658.07M |
| EBITDA | $276.05M |
| Operating Margin | 23.30% |
| Return on Equity | 17.20% |
| Return on Assets | 6.38% |
| Revenue/Share (TTM) | $15.47 |
| Book Value | $20.18 |
| Price-to-Book | 12.88 |
| Price-to-Sales (TTM) | 17.65 |
| EV/Revenue | 16.81 |
| EV/EBITDA | 54.78 |
| Quarterly Earnings Growth (YoY) | 166.70% |
| Quarterly Revenue Growth (YoY) | 35.80% |
| Shares Outstanding | $76.37M |
| Float | $71.29M |
| % Insiders | 6.55% |
| % Institutions | 97.42% |
Historical Volatility
HV 10-Day
43.39%
HV 20-Day
63.77%
HV 30-Day
80.47%
HV 60-Day
73.97%
HV Rank
92.5%
Volatility is currently contracting
Analyst Ratings
Consensus ($395.33 target)
3
Strong Buy8
Buy3
HoldLatest News
Wall Street Analysts Predict a 46.99% Upside in M/A-Com (MTSI): Here's What You Should Know
The average of price targets set by Wall Street analysts indicates a potential upside of 47% in M/A-Com (MTSI). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Zacks Investment Research8/31/2026Positive
Buy 3 Momentum Anomaly Stocks as Surging Oil Prices Rattle Markets
Oil-price volatility is shaking markets, but Plexus, Twilio and MACOM stand out as momentum stocks with strong one-year gains and recent pullbacks.
Zacks Investment Research8/19/2026Positive
How Much Upside is Left in M/A-Com (MTSI)? Wall Street Analysts Think 28%
The mean of analysts' price targets for M/A-Com (MTSI) points to a 28% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Zacks Investment Research8/13/2026Positive
Why M/A-Com (MTSI) International Revenue Trends Deserve Your Attention
Review M/A-Com's (MTSI) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.
Zacks Investment Research8/11/2026Negative
MACOM Technology Solutions: Why I Loaded Up This Pullback
MACOM's Q3 revenue increased 35.8% while adjusted operating income surged nearly 70%, demonstrating powerful operating leverage. Record 1.6x book-to-bill and 35% sequential Data Center guidance suggest demand continues accelerating despite the larger revenue base. Data Center growth could reach roughly 50% in FY2027 as 1.6T, photodetectors, NPO and eventually CW lasers expand content.
Seeking Alpha8/10/2026Positive
MTSI Q3 Earnings Surpass Expectations, Revenues Rise Y/Y
MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.
Zacks Investment Research8/7/2026Positive
MTSI Q3 Earnings Call Highlights Data Center Growth Outlook
MACOM sees accelerating Data Center demand, record orders and rising manufacturing leverage supporting a stronger fiscal Q4 outlook.
Zacks Investment Research8/7/2026Positive
M/A-Com (MTSI) Q3 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 June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Zacks Investment Research8/7/2026Positive
MACOM Technology Solutions Q3 Earnings Call Highlights
MACOM Technology Solutions NASDAQ: MTSI reported record fiscal third-quarter results, citing strong demand across its data center, industrial and defense, and telecom markets. The company also issued fourth-quarter guidance that calls for another sequential increase in revenue, margins and adjusted earnings.
MarketBeat8/6/2026Positive
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Data last updated: 9/7/2026