MACOM Technology Solutions Holdings Inc (MTSI)

Currency in USD
385.98
+5.53(+1.45%)
Closed·
384.09-1.89(-0.49%)
·
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Fair Value
Day's Range
372.05390.00
52 wk Range
118.16401.25
Key Statistics
Prev. Close
380.45
Open
387.39
Day's Range
372.05-390
52 wk Range
118.16-401.25
Volume
970.67K
Average Volume (3m)
1.23M
1-Year Change
217.3395%
Book Value / Share
18.9
Fair Value
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Fair Value Upside
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MTSI Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
393.00
Upside
+1.82%
Members' Sentiments
Bearish
Bullish
ProTips
14 analysts have revised their earnings upwards for the upcoming period
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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Strong Buy

Analyst Ratings

12 Buy
3 Hold
0 Sell
Ratings:
15 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 393.00
(+1.82% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Barclays
Buy450.00+16.59%400.00MaintainMay 22, 2026
Evercore ISI
Buy427.00+10.63%275.00MaintainMay 19, 2026
TD Cowen
Buy380.00-1.55%285.00MaintainMay 08, 2026
Susquehanna
Hold350.00-9.32%300.00MaintainMay 08, 2026
Needham
Buy400.00+3.63%250.00MaintainMay 08, 2026

MACOM Technology Solutions Holdings Inc Earnings Call Summary for Q2/2026

  • MACOM Q2 2026 EPS of $1.09 beat estimates of $1.07; revenue hit $289M vs. $285.18M forecast, up 22% YoY with strong Data Center performance.
  • Stock surged 15.23% in premarket to $357, extending remarkable 173% annual return; market cap reached $24.67B despite overvaluation concerns.
  • Adjusted gross margin improved to 58.5% from 57.6%; operating income rose 34.5% YoY to $80.5M with book-to-bill ratio of 1.5:1 signaling demand.
  • Q3 2026 guidance projects EPS of $1.31-$1.37 with ~30% operating margin; company targets 60% gross margin by FY2026 end through fab optimization.
  • Executives emphasized strategic investments in data centers and telecom markets while maintaining financial discipline; supply chain risks remain key concern.
Last Updated: 2026-05-07, 01:46 p/m
Read Full Transcript

Earnings

Latest Release
May 07, 2026
EPS / Forecast
1.09 / 1.07
Revenue / Forecast
289M / 285.18M
EPS Revisions
Last 90 days

MTSI Income Statement

Compare MTSI to Peers and Sector

Metrics to compare
MTSI
Peers
Sector
Relationship
P/E Ratio
166.6x154.6x12.7x
PEG Ratio
0.550.110.01
Price/Book
20.8x6.1x2.4x
Price / LTM Sales
27.4x6.9x2.4x
Upside (Analyst Target)
1.8%1.0%22.5%
Fair Value Upside
Unlock−23.4%2.8%Unlock

MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless base stations, optical networks, radar and medical systems, satellite networks, and test and measurement applications. The company serves carrier infrastructure, which comprise long-haul/metro, 5G and 6G infrastructure, satellite communications, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company operates in the United States, China, Japan, Singapore, South Korea, Taiwan, and internationally. MACOM Technology Solutions Holdings, Inc. was formerly known as M/A-Com Technology Solutions Holdings, Inc. and changed its name to MACOM Technology Solutions Holdings, Inc. in 2016. MACOM Technology Solutions Holdings, Inc. was founded in 1950 and is based in Lowell, Massachusetts.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
49.08M64.32%18.94B
Other Institutional Investors
33.87M35.68%13.07B
Public Companies & Retail Investors
0.000.00%0.00
Total
82.95M100.00%32.02B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
FMR LLC13.91%10,610,1264,095,296
BlackRock, Inc.11.23%8,566,2833,306,414

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FAQ

What Is the MACOM Tech (MTSI) Stock Price Today?

The MACOM Tech stock price today is 385.98 USD.

What Stock Exchange Does MACOM Tech Trade On?

MACOM Tech is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for MACOM Tech?

The stock symbol for MACOM Tech is "MTSI."

What Is the MACOM Tech Market Cap?

As of today, MACOM Tech market cap is 29.45B USD.

What Is MACOM Tech's Earnings Per Share (TTM)?

The MACOM Tech EPS (TTM) is 2.33.

When Is the Next MACOM Tech Earnings Date?

MACOM Tech will release its next earnings report on Jul 30, 2026.

From a Technical Analysis Perspective, Is MTSI a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has MACOM Tech Stock Split?

MACOM Tech has split 0 times.

How Many Employees Does MACOM Tech Have?

MACOM Tech has 2000 employees.

What is the current trading status of MACOM Tech (MTSI)?

As of May 23, 2026, MACOM Tech (MTSI) is trading at a price of 385.98 USD, with a previous close of 380.45 USD. The stock has fluctuated within a day range of 372.05 USD to 390.00 USD, while its 52-week range spans from 118.16 USD to 401.25 USD.

What Is MACOM Tech (MTSI) Price Target According to Analysts?

The average 12-month price target for MACOM Tech is 393.00 USD, with a high estimate of 450 USD and a low estimate of 345 USD. 12 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an +1.82% Upside potential.

What Is the MTSI Premarket Price?

MTSI's last pre-market stock price is 387.99 USD. The pre-market share volume is 133,020.00, and the stock has decreased by 7.54, or 1.98%.

What Is the MTSI After Hours Price?

MTSI's last after hours stock price is 384.09 USD, the stock has decreased by -1.89, or -0.49%.
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