MTSI Stock Chart & Stats
$4391.00
-$1,750.00(-26.96%)
At close: 4:00 PM EDT
$4391.00
-$1,750.00(-26.96%)
Day’s Range― - ―
52-Week Range$2,185.01 - $6,500.00
Previous CloseN/A
Volume0.00
Average Volume (3M)4.00
Market Cap
$329.85B
Enterprise Value$25.02K
Total Cash (Recent Filing)$663.03M
Total Debt (Recent Filing)$371.13M
Price to Earnings (P/E)82.2
Beta-0.41
Next Earnings
Nov 05, 2026EPS Estimate
33.88Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)3.20
Shares Outstanding76,370,930
10 Day Avg. Volume1
30 Day Avg. Volume4
Financial Highlights & Ratios
PEG Ratio1.04
Price to Book (P/B)7.10
Price to Sales (P/S)9.75
P/FCF Ratio61.53
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
$6,905.37Price Target Upside57.26% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)93.33
Revenue Forecast (FY)$22.42B
Bulls Say, Bears Say
Bulls Say
Accelerating Revenue And BookingsStrong bookings and backlog provide evidence of broad customer demand beyond a single quarter. Combined with rapid year-over-year revenue growth, this supports production expansion, improves forward visibility, and creates a solid foundation for continued growth across the next several quarters.
Data Center GrowthThe Data Center business is benefiting from sustained bandwidth upgrades and a widening product portfolio, including photodetectors, drivers, and transimpedance amplifiers. This multi-product exposure can deepen customer relationships and support durable growth as network capacity requirements increase.
Margin Expansion And Cash StrengthImproving gross margin and operating leverage indicate that growth is translating into stronger profitability rather than merely higher sales. The substantial net cash position and expected operating cash flow above $100 million also provide flexibility to fund R&D and capacity expansion.
Bears Say
Working-capital PressureHigher inventory and receivables absorb cash while the company scales production and supports demand. If sales timing or product mix changes, working-capital intensity could weaken cash conversion, increase turnover risk, and reduce the financial benefit of otherwise strong operating performance.
Input Costs And Longer Lead TimesPersistent cost inflation and constrained lead times can pressure margins and make delivery execution more difficult as utilization rises. Even with recent margin expansion, these pressures may limit operating leverage or require additional investment to maintain service levels and output.
Earnings Consistency RiskThe recovery in profitability is encouraging, but the prior annual loss and unusually variable historical margins show that earnings can swing with business cycles, product mix, or one-time items. This reduces confidence that current profitability will persist uniformly through future periods.
MTSI FAQ
What was MACOM Technology Solutions Holdings Inc’s price range in the past 12 months?
MACOM Technology Solutions Holdings Inc lowest stock price was $2185.01 and its highest was $6500.00 in the past 12 months.
What is MACOM Technology Solutions Holdings Inc’s market cap?
MACOM Technology Solutions Holdings Inc’s market cap is $329.85B.
When is MACOM Technology Solutions Holdings Inc’s upcoming earnings report date?
MACOM Technology Solutions Holdings Inc’s upcoming earnings report date is Nov 05, 2026 which is in 47 days.
How were MACOM Technology Solutions Holdings Inc’s earnings last quarter?
MACOM Technology Solutions Holdings Inc released its earnings results on Aug 06, 2026. The company reported $23.742 earnings per share for the quarter, beating the consensus estimate of $22.928 by $0.814.
Is MACOM Technology Solutions Holdings Inc overvalued?
According to Wall Street analysts MACOM Technology Solutions Holdings Inc’s price is currently Undervalued.
Does MACOM Technology Solutions Holdings Inc pay dividends?
MACOM Technology Solutions Holdings Inc does not currently pay dividends.
What is MACOM Technology Solutions Holdings Inc’s EPS estimate?
MACOM Technology Solutions Holdings Inc’s EPS estimate is 33.88.
How many shares outstanding does MACOM Technology Solutions Holdings Inc have?
MACOM Technology Solutions Holdings Inc has 76,370,930 shares outstanding.
What happened to MACOM Technology Solutions Holdings Inc’s price movement after its last earnings report?
MACOM Technology Solutions Holdings Inc reported an EPS of $23.742 in its last earnings report, beating expectations of $22.928. Following the earnings report the stock price went up 8.785%.
Which hedge fund is a major shareholder of MACOM Technology Solutions Holdings Inc?
Currently, no hedge funds are holding shares in MX:MTSI
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
MACOM Technology Solutions Holdings Stock Smart Score
Neutral
1
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3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$6,905.37 (57.26% Upside)
$6,905.37 (57.26% Upside)
Blogger Sentiment
Bullish
MX:MTSI Sentiment 64%
Sector Average ―
Sector Average ―
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
99.54%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
7.16%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
MACOM Technology Solutions Holdings Inc
MACOM Technology Solutions Holdings, Inc., along with its affiliated entities, specializes in the design and production of sophisticated analog semiconductor solutions. These critical components are integral to both wireless and wired connectivity systems, spanning the entire electromagnetic spectrum from radio frequency (RF) to lightwave, including microwave and millimeter wave bands. The company operates globally, with a significant presence in the United States, China, the broader Asia Pacific region, and other international markets. Their diverse product portfolio includes a range of standard and custom-engineered devices, such as integrated circuits, multi-chip modules, diodes, amplifiers, various types of switches (including limiters), as well as both passive and active discrete components, and complete subsystems. These essential semiconductor products serve as fundamental building blocks within a wide array of electronic systems, including wireless base stations, advanced optical networking infrastructure, radar systems, medical equipment, and precision test and measurement instruments. MACOM caters to a broad spectrum of key markets: Telecommunications: Their solutions underpin carrier infrastructure for long-haul and metropolitan networks, 5G deployments, and fiber-to-the-X/passive optical network (PON) solutions. Industrial and Defense: This sector encompasses applications like military and commercial radar, RF jamming technology, electronic countermeasures, and secure communication data links. This also extends to multi-market uses in industrial automation, medical devices, scientific research, and general test and measurement equipment. Data Centers: Providing vital components for this rapidly growing industry. Their products reach customers via a multi-channel sales approach, utilizing direct sales teams, dedicated applications engineering support, independent sales representatives, and a network of resellers and distributors. Established in 1950, MACOM maintains its corporate headquarters in Lowell, Massachusetts.
MTSI Earnings Call
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented strong operational and financial momentum: record bookings, accelerating revenue (Q3 revenue +18.4% sequential, +35.8% YoY), improving margins (gross margin +120 bps QoQ; operating margin materially higher YoY), robust cash balance and confident Q4 guidance. Data Center is the primary growth engine (large sequential and projected YoY increases), supported by ramping photodetectors and multi‑product demand across markets. The company is investing heavily in R&D and targeted capacity expansion (Indium Phosphide, MESC reactor, modest CapEx for potential CW laser ramp) while remaining disciplined on capital. Key risks highlighted include CW laser qualification uncertainty, rising working capital (inventory and AR), input cost inflation and longer lead times, tax rate increases in FY27, and uncertainty around CHIPS funding and several development programs that may or may not reach production. Overall, positive fundamentals and guidance outweigh the execution and market risks outlined.View all MX:MTSI earnings summariesMTSI Stock 12 Month Forecast
Average Price Target
$6,905.37
▲(57.26% Upside)












