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MACOM TECHNOLOGY SOLUTIONS H

MTSINASDAQ
πŸ† #439 by market capEarnings Nov 5US Equity
$299.93β–² $2.94 (+0.98%)
πŸŒ™ After hours$300.20β–² 0.09%Regular close Β· extended-hours price shown
1hβ€”
24hβ–² 1.0%
7dβ–² 14.2%
14dβ–² 30.9%
30dβ–² 1.9%
1yβ–² 139.2%
🏦Market Cap
$22.88B
Mid Cap
πŸ“ˆRevenue Growth (YoY)
+32.6%
High Growth
πŸ“ŠGross Margin
56.6%
Healthy
πŸ’΅FCF Margin
10.2%
Healthy
βš–οΈP/S Ratio
19.7x
Expensive
Otter Score
66
Fair

Trading Snapshot

Day Range
$296.78 – $305.59
52-Week Range
$118.28 – $418.90
Volume
$6.15B
Avg Volume
$5.87B
Shares Outstanding
76.3M
Next Earnings
Oct 15, 2026

Fundamentals Snapshot

Annual Revenue
$967M
Last Q Revenue
$342M
P/E Ratio
93.7
P/S Ratio
19.7x
EPS (TTM)
$3.16
Dividend Yield
0.00%

Why Investors Own MTSI

  • βœ“High-growth profile β€” revenue up +15.7% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 29% gross margin and 11% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$967Mβ–² +14.9% YoY
Gross Margin (TTM)
29.3%β–² +0.4% YoY
Operating Income (TTM)
$245Mβ–² +14.9% YoY
Free Cash Flow (TTM)
$107Mβ–² +14.9% YoY

About MACOM TECHNOLOGY SOLUTIONS H

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.

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Otter Score Breakdown

β“˜
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
Overall Score
Fair
66/100

Analyst Ratings

β“˜
Consensus
Buy
22 analysts
Strong Buy5
Buy13
Hold4
Sell0
Strong Sell0
Ratings as of Aug 2026

Latest News & Updates

YahooΒ·20h ago

MTSI Q2 Deep Dive: Data Center Momentum, Margin Expansion, and Strong Forward Outlook

Network chips maker MACOM Technology Solutions (NASDAQ: MTSI) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 35.8% year on year to $342.2 million. On top of that, next quarter’s revenue guidance ($420 million at the midpoint) was surprisingly good and 14.8% above what analysts were expecting. Its non-GAAP profit of $1.40 per share was 3.8% above analysts’ consensus estimates.

SeekingAlphaΒ·1d ago

MACOM Technology Solutions: Why I Loaded Up This Pullback

MACOM Q3 revenue +35.8% and operating income +70% on strong Data Center demand. Read my analysis for review of the pros and cons of this investment opportunity.

YahooΒ·2d ago

Why MACOM (MTSI) Is Up 23.6% After Strong Q3 Results And Raised Q4 Guidance

MACOM Technology Solutions Holdings, Inc. reported past fiscal third-quarter 2026 results with sales of US$342.24 million and net income of US$100.71 million, and issued fiscal fourth-quarter revenue guidance of US$415 million to US$425 million. The quarter highlighted strong growth across Data Center, Industrial & Defense, and Telecom segments, with Data Center demand driving record orders and improved operating leverage. Next, we’ll examine how this Data Center-driven strength and raised...

SeekingAlphaΒ·4d ago

MACOM Technology: Excellent Execution, Uncomfortable Multiple

MACOM Technology rated Hold: EV/EBITDA premium, valuation suggests downside. Read here for a detailed investment analysis of MTSI stock.

YahooΒ·4d ago

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%.

YahooΒ·4d ago

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.