1MA Stock Chart & Stats
€228.50
€14.25(7.18%)
At close: 4:00 PM EDT
€228.50
€14.25(7.18%)
Day’s Range― - ―
52-Week Range€119.00 - €376.60
Previous CloseN/A
Volume0.00
Average Volume (3M)2.00
Market Cap
€16.11B
Enterprise Value€25.02B
Total Cash (Recent Filing)€663.03M
Total Debt (Recent Filing)€371.13M
Price to Earnings (P/E)73.8
Beta0.49
Next Earnings
Nov 05, 2026EPS Estimate
1.78Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)3.20
Shares Outstanding76,370,930
10 Day Avg. Volume1
30 Day Avg. Volume2
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
€359.30Price Target Upside57.24% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)7.56
Revenue Forecast (FY)€1.60B
Bulls Say, Bears Say
Bulls Say
Growth And Bookings VisibilityStrong bookings and backlog provide meaningful demand visibility beyond a single reporting period. Growth across data-center, defense, and optical applications can support sustained revenue expansion while broader customer programs reduce reliance on one isolated product cycle.
Margin ExpansionImproving gross and operating margins indicate operating leverage as revenue scales and product mix strengthens. If the guided improvement continues, MACOM should retain more incremental revenue as profit, supporting reinvestment in technology and capacity while strengthening long-term earnings power.
Balance Sheet And Cash GenerationA net cash position and robust operating cash generation give MACOM flexibility to fund research, capacity expansion, and strategic initiatives without relying heavily on additional borrowing. This financial capacity also improves resilience if semiconductor demand or program timing becomes uneven.
Bears Say
Working-capital IntensityRising inventory and receivables can absorb cash even while reported earnings grow, making growth more dependent on successful sell-through and collections. If demand or product mix shifts, slower turns or delayed payments could weaken cash conversion and reduce financial flexibility.
Input Costs And Lead TimesCost inflation and lengthening lead times create a persistent execution challenge for a semiconductor supplier operating near higher utilization. Even with recent margin gains, these pressures can constrain fulfillment, raise unit costs, and make future margin expansion less durable than current guidance suggests.
Product Qualification And Program RiskUnresolved qualification requirements and uncertain conversion of development programs into production create risk around the timing and durability of future growth. Delays or failures could defer expected revenue, leave capacity underutilized, and require continued R&D spending without corresponding commercial returns.
1MA 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 €119.00 and its highest was €376.60 in the past 12 months.
What is MACOM Technology Solutions Holdings Inc’s market cap?
MACOM Technology Solutions Holdings Inc’s market cap is €16.11B.
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 11 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 €1.25 earnings per share for the quarter, beating the consensus estimate of €1.207 by €0.043.
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 1.78.
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 €1.25 in its last earnings report, beating expectations of €1.207. Following the earnings report the stock price went up 14.833%.
Which hedge fund is a major shareholder of MACOM Technology Solutions Holdings Inc?
Currently, no hedge funds are holding shares in DE:1MA
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
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10
Analyst Consensus
Strong Buy
Average Price Target:
€359.30 (57.24% Upside)
€359.30 (57.24% Upside)
Blogger Sentiment
Bullish
DE:1MA Sentiment 64%
Sector Average 65%
Sector Average 65%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
69.58%
12-Months-Change
Fundamentals
Return on Equity
17.09%
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.
1MA 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 DE:1MA earnings summaries1MA Stock 12 Month Forecast
Average Price Target
€359.30
▲(57.24% Upside)












