0A8Z Stock Chart & Stats
$257.48
-$4.53(-1.76%)
At close: 4:00 PM EDT
$257.48
-$4.53(-1.76%)
Day’s Range― - ―
52-Week Range$118.45 - $443.00
Previous CloseN/A
Volume12.30K
Average Volume (3M)371.00
Market Cap
$23.73B
Enterprise Value$25.02K
Total Cash (Recent Filing)$663.03M
Total Debt (Recent Filing)$371.13M
Price to Earnings (P/E)96.0
Beta0.93
Next Earnings
Nov 05, 2026Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)3.20
Shares Outstanding76,370,930
10 Day Avg. Volume249
30 Day Avg. Volume371
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$410.00Price Target Upside59.24% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering9
EPS Forecast (FY)5.51
Revenue Forecast (FY)$1.32B
Bulls Say, Bears Say
Bulls Say
Strong Cash & LiquidityMACOM's large cash balance and net cash position, combined with operating cash flow roughly 1.7x net income and strong free cash flow growth (26.7% TTM), provide durable financial flexibility. This supports continued R&D, capacity adds, and cushions cyclical semiconductor demand without urgent external financing.
Record Bookings And BacklogA sustained book-to-bill above 1 and an expanding backlog deliver multi-quarter revenue visibility and reduce near-term demand risk. Coupled with accelerating Data Center demand and diversified end-market exposure, this underpins repeatable revenue growth and smoother capacity planning over the next several quarters.
Margin Expansion & Targeted Capacity/R&DSubstantial QoQ margin expansion alongside meaningful R&D ramp and strategic capacity investments (Indium Phosphide reactor, IQE stake, MESC actions) indicate a structural mix shift to higher-margin photonics/RF products. This combination supports sustained operating leverage and competitive differentiation long term.
Bears Say
CW Laser Qualification RiskCW laser qualification is a pivotal product milestone; delays or failures would defer expected revenue, reduce returns on targeted CapEx, and concentrate downside risk in MACOM's photonics roadmap. Given the program's multi-year timing, this single-point technical risk can materially alter medium-term growth profiles.
Working-capital Build PressureRising inventories and receivables are tying up cash and weakening turnover metrics. As MACOM scales capacity to meet bookings, elevated working capital could persist and increase funding needs, reducing cash conversion and making free cash flow more sensitive to mix shifts or any slowdown in shipments.
Program Execution RiskNumerous development initiatives are assumed to contribute revenue in future years but carry execution and qualification risk. If several programs miss production ramps or customer qualifications, expected revenue, margin gains, and capacity utilization will be impaired, making forward growth contingent on successful commercialization.
0A8Z FAQ
What was MACOM Technology Solutions Holdings Inc’s price range in the past 12 months?
MACOM Technology Solutions Holdings Inc lowest share price was $118.45 and its highest was $443.00 in the past 12 months.
What is MACOM Technology Solutions Holdings Inc’s market cap?
MACOM Technology Solutions Holdings Inc’s market cap is $23.73B.
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 83 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 $1.4 earnings per share for the quarter, beating the consensus estimate of $1.352 by $0.048.
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 2.
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 $1.4 in its last earnings report, beating expectations of $1.352. Following the earnings report the stock price went up 10.237%.
Which hedge fund is a major shareholder of MACOM Technology Solutions Holdings Inc?
Currently, no hedge funds are holding shares in GB:0A8Z
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
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$410.00 (59.24% Upside)
$410.00 (59.24% Upside)
Blogger Sentiment
Neutral
GB:0A8Z Sentiment 56%
Sector Average 59%
Sector Average 59%
Insider Transactions
Sold Shares
Worth $17.3M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
94.47%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
4.99%
Trailing 12-Months
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.
0A8Z 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 GB:0A8Z earnings summaries0A8Z Stock 12 Month Forecast
Average Price Target
$410.00
▲(59.24% Upside)











