MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Given Consensus Rating of "Moderate Buy" by Brokerages
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has received a consensus "Moderate Buy" rating from thirteen brokerages, with an average 12-month price objective of $228.27. Several firms recently raised their price targets to approximately $260. Despite recent insider selling totaling $184.37 million, the company reported strong Q4 earnings, beating estimates with EPS of $1.02 and revenue of $271.6 million, and provided optimistic Q2 guidance.
Solid Results and Improved Guidance Lifted MACOM Technology (MTSI) Shares by 38%
Shares of MACOM Technology Solutions Holdings, Inc. (MTSI) rose by 38% after the company exceeded revenue and earnings expectations and subsequently increased its guidance for the next quarter. TimesSquare Capital Management, in its Q4 2025 investor letter, highlighted MACOM as a leading contributor to its U.S. Small Cap Growth Strategy, noting the company's strong performance. Despite its potential, some AI stocks are seen as offering greater upside with less risk.
MTSI PE Ratio & Valuation, Is MTSI Overvalued
MACOM Technology Solutions Holdings Inc (MTSI) is currently in the "Fair zone" according to its forward PE ratio of 31.65, which is compared to its five-year average of 28.75. The fair price for MTSI is estimated to be between $210.27 to $285.48 using a relative valuation method. While its P/B ratio and P/S ratio are higher than historical averages and competitor benchmarks, its robust revenue growth of 24.52% may justify the premium.
MACOM Technology Solutions Holdings Inc (MTSI) Stock Price Quote Today & Current Price Chart
This article provides a stock price quote and current price chart for MACOM Technology Solutions Holdings Inc (MTSI) on Capital.com, a platform primarily offering CFD trading. It highlights key trading conditions such as spreads, overnight funding adjustments, and margin requirements, along with recent performance statistics for MTSI. The page also includes links to other market analyses and customer reviews for Capital.com.
MACOM Technology Solutions Holdings Inc (MTSI) Stock Price Quote Today & Current Price Chart
This page provides trading information and key statistics for MACOM Technology Solutions Holdings Inc (MTSI) CFD on Capital.com. It details CFD trading conditions such as spread, overnight funding adjustments, margin requirements, and commission. The article also includes MTSI's previous close, open, 1-year change, and day's range, alongside recent market analysis articles on other relevant companies.
MACOM Technology Solutions Holdings Inc (MTSI) Stock Price Quote Today & Current Price Chart
The article provides the stock price quote and current price chart for MACOM Technology Solutions Holdings Inc (MTSI). It indicates that the content is available through Capital.com, an online trading platform.
MACOM Technology Solutions Holdings, Inc. $MTSI Shares Purchased by SG Americas Securities LLC
SG Americas Securities LLC significantly increased its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 33.9% in Q4, holding 54,033 shares valued at approximately $9.26 million. Despite insider selling activity, institutional ownership of MTSI remains high at 76.14%. Analysts maintain a "Moderate Buy" consensus rating for MTSI, with an average price target of $228.27, reflecting a moderately positive outlook for the semiconductor company.
MTSI Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial analysis of MACOM Technology Solutions Holdings Inc (MTSI), detailing its revenue breakdown, profitability margins, and a comparison with competitors. MTSI generates significant revenue from Industrial & Defense and maintains strong gross, operating, and net margins. The analysis also benchmarks MTSI's financial performance against industry peers like FN and TSEM.
Vanguard disaggregates holdings — MACOM (NASDAQ: MTSI) shows 0 shares
The Vanguard Group has filed an Amendment No. 8 to a Schedule 13G/A report, stating it beneficially owns 0 shares of MACOM Technology Solutions Holdings Inc (NASDAQ: MTSI), representing 0% of the class. This change is due to an internal realignment within Vanguard, where certain subsidiaries will now report beneficial ownership separately, as per SEC Release No. 34-39538. The filing was signed by Ashley Grim on March 27, 2026, and indicates that the impact on MACOM's stock depends on future separate filings from Vanguard's disaggregated entities.
Assenagon Asset Management S.A. Increases Stake in MACOM Technology Solutions Holdings, Inc. $MTSI
Assenagon Asset Management S.A. significantly increased its stake in MACOM Technology Solutions Holdings, Inc. by 577.1% in Q4 2025, now owning 172,823 shares valued at approximately $29.6 million. This increase comes as MACOM beat its Q4 earnings estimates with $1.02 EPS and $271.6 million in revenue, and has a consensus "Moderate Buy" analyst rating with a target of $228.27. Despite the institutional interest, the article notes recent significant insider selling, including a major shareholder selling 261,763 shares for over $66 million.
MACOM Technology Solutions Experiences Revision in Stock Evaluation Amid Strong Market Performance
MACOM Technology Solutions Holdings, Inc. has seen a revision in its stock evaluation due to changing market dynamics. The stock is currently priced at $218.96 and has delivered a robust 104.06% return over the past year, significantly outperforming the S&P 500. While technical indicators show mixed performance, MACOM has achieved a year-to-date return of 27.84% and an impressive three-year return of 217.89%.
If You Invested $1,000 in Macom Tech Solutions Hldgs Inc (MTSI)
This article analyzes the historical performance of an imagined $1,000 investment in Macom Tech Solutions Hldgs Inc (MTSI) over one, five, and ten-year periods, showing significant returns. It also provides a detailed overview of MTSI, including its business focus on semiconductor products for telecommunications, industrial and defense, and data center markets, along with its technology, manufacturing capabilities, and financial performance. The company has consistently outperformed the S&P 500 over the last decade.
MACOM’s 448G PAM4 Drivers and 400G Optical MSA Role Might Change The Case For Investing In MTSI
MACOM Technology Solutions recently announced new 448G PAM4 modulator drivers for next-generation optical transceivers and joined the 400G Optical MSA, signaling its integral role in high-speed data center standards. These developments aim to leverage AI and data center demand to drive revenue and margin growth, though execution and RTP fab utilization remain critical for achieving financial targets. The company's future stock performance hinges on successfully converting these technological advancements into consistent financial gains and improving fab efficiency.
Stifel Nicolaus Reaffirms Their Buy Rating on MACOM Technology Solutions Holdings (MTSI)
Stifel Nicolaus analyst Tore Svanberg reaffirmed a Buy rating on MACOM Technology Solutions Holdings (MTSI) with a $255.00 price target. This comes after the company reported strong Q3 earnings, with revenue up to $271.61 million and a net profit of $48.77 million. However, corporate insider sentiment on the stock is negative due to increased selling activity by insiders.
Polar Asset Management Partners Inc. Has $35.70 Million Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI
Polar Asset Management Partners Inc. increased its stake in MACOM Technology Solutions Holdings, Inc. by 14.8% in Q3, now owning 286,760 shares valued at $35.70 million. MACOM beat Q1 earnings estimates and provided strong Q2 guidance, maintaining a "Moderate Buy" consensus rating among analysts with an average target price of $228.27. Despite institutional buying, company insiders have been net sellers, offloading over 750,000 shares worth approximately $184.4 million in the last three months.
MACOM’s Microwave and Optical Comprehensive Solutions on Display at SATShow Week 2026
MACOM will showcase its latest RF and optoelectronics solutions for satellite communications (SATCOM) at SATShow Week 2026 in Washington, D.C. The company will feature live demonstrations of high-power L and S-Band direct-to-device transmit/receive technology, Ka-Band power amplifiers, and a linearized Q-Band power amplifier, all designed to enable higher frequency bands, improved power efficiency, and scalable architectures for next-generation satellite networks. MACOM will also highlight free-space optical and RF-over-fiber components, along with a variety of RF and microwave components for Ku- and Ka-band SATCOM applications.
In-line results and stronger than expected outlook lifted MACOM Technology Solutions Holdings (MTSI) higher
This article discusses how MACOM Technology Solutions Holdings (MTSI) saw its stock rise due to in-line financial results and a more optimistic outlook than anticipated. The positive performance suggests investor confidence in the company's future prospects.
Inside MACOM’s high-power chips for next-gen satellite broadband
MACOM Technology Solutions will showcase its latest RF and optoelectronics solutions for satellite communications (SATCOM) at SATShow Week 2026 in Washington, D.C. The demonstrations will feature GaN power amplifiers, low-noise receivers, Free Space Optical (FSO), and RF-over-fiber components designed for next-generation satellite networks. These technologies aim to enable higher frequency bands, improved power efficiency, and more scalable architectures for direct-to-device communication, high-frequency RF, and optical connectivity solutions.
MACOM’s Microwave and Optical Comprehensive Solutions on Display at SATShow Week 2026
MACOM will showcase its latest RF and optoelectronics solutions for satellite communications (SATCOM) at SATShow Week 2026 in Washington, D.C. The company will feature live demonstrations of advanced semiconductor and optical technologies, including high-power L and S-Band D2D transmit/receive, Ka-Band power amplifiers, linearized Q-Band power amplifiers, and free space optical/RF-over-fiber solutions. These offerings aim to support next-generation satellite networks by enabling higher frequency bands, improved power efficiency, and scalable architectures.
MTSI Technical Analysis & Stock Price Forecast
The technical analysis for MACOM Technology Solutions Holdings Inc (MTSI) indicates a "Sell" consensus as of March 17, 2026, with 6 indicators flashing sell signals and 4 indicating buy. Key indicators like MACD and some moving averages suggest selling, while the RSI is neutral. The stock is trading above its 60-day and 200-day moving averages, with key resistance at $246.574 and support at $197.259.
MACOM Announces Two New 448G per Lane Drivers for 3.2T Data Center Connectivity
MACOM Technology Solutions Inc. has announced two new 448G PAM4 modulator drivers, the MAOM-025408 Mach-Zehnder Driver and the MAOM-022404 EML Driver, designed for next-generation 1.6T and 3.2T optical transceivers. These drivers support 400G per lane transmission with industry-leading energy efficiency, catering to high-capacity data networking in AI, ML, and HPC data centers. They offer high RF bandwidth, gain, and linearity, and are compatible with various optical platforms, simplifying integration and reducing bill of materials for module vendors.
MACOM Announces Two New 448G per Lane Drivers for 3.2T Data Center Connectivity
MACOM Technology Solutions Inc. has released two new 448G PAM4 modulator drivers, the MAOM-025408 Mach-Zehnder Driver and MAOM-022404 EML Driver, designed for next-generation 1.6T and 3.2T optical transceivers. These drivers support 400G per lane transmission and are critical for high-capacity data networking in AI, ML, and HPC data centers. The products offer high bandwidth, gain, and excellent linearity, facilitating easier integration and cost savings for module vendors.
MACOM Enables High Density Copper Interconnects for Next Generation Scale-Up Connectivity
MACOM Technology Solutions Inc. has announced the MACD-41804 Cable Driver with Equalizer, a new copper connectivity solution for high-density scale-up applications. This product offers lower power consumption, reduced latency, and lower system costs compared to retimed architectures. It integrates input equalization, dynamic range, optional gain adaptation, and mission mode diagnostics, supporting various form factors like 1.6T OSFP.
Capitolis Liquid Global Markets LLC Buys Shares of 54,000 MACOM Technology Solutions Holdings, Inc. $MTSI
Capitolis Liquid Global Markets LLC has acquired a new position of 54,000 shares in MACOM Technology Solutions Holdings, Inc. (MTSI), valued at approximately $6.72 million. Other institutional investors have also adjusted their holdings in the semiconductor company. Recent insider transactions show significant stock sales by a director and a major shareholder, while analyst ratings for MTSI are predominantly "Buy" or "Hold."
MACOM Enables High Density Copper Interconnects for Next Generation Scale-Up Connectivity
MACOM Technology Solutions Inc. has announced the availability of its new MACD-41804 Cable Driver with Equalizer, designed to facilitate low-power, high-density copper interconnects for next-generation scale-up applications. This solution offers advantages over retimed architectures, including reduced power consumption, lower latency, and decreased system costs. The company will demonstrate this technology at OFC 2026.
Cinctive Capital Management LP Purchases 47,145 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI
Cinctive Capital Management LP significantly increased its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 2,092.5%, acquiring 47,145 shares and now holding 49,398 shares valued at $6.15 million. The semiconductor company recently exceeded earnings expectations with $1.02 EPS and $271.6 million in revenue. Despite a "Moderate Buy" analyst consensus with a target price of $228.27, significant insider selling has been observed, totaling 753,113 shares worth $184.37 million in the last 90 days.
A Look At MACOM Technology Solutions Holdings (MTSI) Valuation After Fresh AI Data Center And PCIe 7.0 Attention
MACOM Technology Solutions Holdings (MTSI) is gaining investor attention due to its role in AI data center optics and new PCIe 7.0 products, following a year of strong share price growth. While one valuation narrative suggests the stock is 16.6% undervalued with a fair value of $261.14 per share, a DCF model indicates it might be overvalued at $112.21 per share, highlighting mixed analytical views on its current valuation.
Aristotle Capital Boston LLC Sells 5,470 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI
Aristotle Capital Boston LLC has decreased its stake in MACOM Technology Solutions Holdings, Inc. by 1.6%, selling 5,470 shares and retaining 326,053 shares valued at $40.59 million, making it their 5th largest holding. This comes amidst significant insider selling, including Susan Ocampo's sale of over 261,000 shares and the CFO's sale of over 7,000 shares, totaling over $184 million in insider dispositions last quarter. Despite the insider selling, MACOM Technology Solutions reported strong Q4 earnings, beating estimates, and has received multiple analyst price target upgrades with a consensus "Moderate Buy" rating.
A Look At MACOM Technology Solutions Holdings (MTSI) Valuation After Fresh AI Data Center And PCIe 7.0 Attention
MACOM Technology Solutions Holdings (MTSI) is gaining investor attention due to its involvement in AI data center optics and new PCIe 7.0 products. While the company's shares have shown strong long-term growth, with a 99.69% return over the past year, valuation narratives present conflicting views. Simply Wall St's analysis suggests the stock is 16.6% undervalued with a fair value of $261.14 per share, driven by growth in AI, 5G, and SATCOM markets, but acknowledges risks related to execution and market volatility.
A Look At MACOM Technology Solutions Holdings (MTSI) Valuation After Fresh AI Data Center And PCIe 7.0 Attention
MACOM Technology Solutions Holdings (MTSI) is garnering renewed investor interest due to its involvement in AI data center optics and new PCIe 7.0 products, leading to a recent share price recovery. While one valuation narrative suggests the stock is 16.6% undervalued with a fair value of $261.14 per share, a discounted cash flow model indicates it might be overvalued at its current price of US$217.80. Investors should consider these differing valuations alongside MACOM's growth prospects in AI, 5G, and SATCOM markets, as well as potential risks associated with execution and market volatility.
MTSI SEC Filings - Macom Tech Solutions Hldgs Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for investors to access MACOM Technology Solutions Holdings, Inc. (MTSI) SEC filings, including 10-K, 10-Q, and 8-K forms, as well as insider trading reports. It highlights recent Form 144 and Form 4 filings detailing insider stock sales by Susan Ocampo and Jihye Whang Rosenband, providing details on share quantities, market values, and acquisition dates. The platform also offers AI-powered summaries to help users quickly understand key financial and governance disclosures.
MACOM Technology Solutions Holdings, Inc. $MTSI is Analog Century Management LP's 10th Largest Position
Analog Century Management LP has increased its stake in MACOM Technology Solutions Holdings, Inc. (MTSI) by 6.4%, making it their tenth largest position. While institutional ownership of MACOM is high at 76.14%, insiders have recently sold a significant number of shares. MACOM reported strong quarterly earnings, beating estimates and providing positive guidance, maintaining a "Moderate Buy" analyst consensus.
Should MACOM’s New PCIe 7.0 and Optical Lineup at OFC 2026 Reshape MTSI’s AI Narrative?
MACOM Technology Solutions showcased PCIe 7.0 optimized linear equalizer and cross-point switch devices and an extensive range of advanced photonics and interconnect solutions at OFC 2026, underlining its ambition to be a key enabler of next-generation AI-scale data centers. This move aims to deepen MACOM's exposure to higher-speed PCIe and 1.6T optical ecosystems, reinforcing its AI infrastructure narrative. However, risks remain regarding volatile orders and execution on fab utilization and cost improvements, which could impact margins despite the positive product announcements.
Kennedy Capital Management LLC Acquires 44,159 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI
Kennedy Capital Management LLC increased its stake in MACOM Technology Solutions Holdings, Inc. by 47.6%, purchasing 44,159 additional shares to own a total of 136,982 shares valued at $17.05 million. This increase occurred despite significant insider selling, with major shareholder Susan Ocampo selling over 260,000 shares for approximately $66.6 million, and other insiders disposing of over $184 million in shares within 90 days. MACOM Technology Solutions recently beat quarterly EPS estimates, saw a 24.5% year-over-year revenue increase, and received several analyst price target upgrades, with an average target of $228.27.
Magnetar Financial LLC Makes New $1.24 Million Investment in MACOM Technology Solutions Holdings, Inc. $MTSI
Magnetar Financial LLC has made a new $1.24 million investment in MACOM Technology Solutions (NASDAQ: MTSI), acquiring 9,945 shares in the third quarter. Despite significant insider selling totaling $184.37 million in the last three months, institutional investors collectively own 76.14% of the company's stock. MACOM recently exceeded its quarterly EPS estimates and provided optimistic guidance for Q2 2026, maintaining a "Moderate Buy" consensus rating from analysts.
Capital Research Global Investors Trims Stock Position in MACOM Technology Solutions Holdings, Inc. $MTSI
Capital Research Global Investors reduced its stake in MACOM Technology Solutions Holdings, Inc. by 8.5% in the third quarter, selling over 143,000 shares but still owning 1.53 million shares valued at approximately $190.8 million. This trimming comes despite favorable Wall Street sentiment and strong financial performance, including beaten EPS and revenue expectations and a "Moderate Buy" consensus rating among analysts. Insiders have also sold a significant number of shares recently, amounting to 753,113 shares in the last 90 days.
Is MACOM Technology Solutions Holdings (MTSI) Pricing In Too Much AI And Data Center Optimism
MACOM Technology Solutions Holdings (MTSI) has seen significant stock appreciation despite recent dips, driven by optimism in AI, 5G, and data center demand. However, a Discounted Cash Flow (DCF) analysis suggests the stock is overvalued by 98.1% at its current price of US$222.55, with an estimated intrinsic value of $112.36 per share. The company's P/E ratio of 102.99x is also significantly higher than the semiconductor industry average and Simply Wall St's proprietary "Fair Ratio" of 39.54x, indicating it is expensive on this metric.
MACOM (MTSI) Unveils First PCIe 7.0-Optimized Devices
MACOM Technology Solutions (MTSI) has launched new linear equalizer and cross-point switch devices, the first optimized for PCIe 7.0, aiming to enhance optical and copper interconnects with speeds of 128 GT/s. The company shows robust financial health with strong revenue growth and profitability but faces potential overvaluation and recent insider selling. Despite positive analyst sentiment and high institutional ownership, investors are advised to consider the high valuation and insider activity before investing.
MACOM Introduces Industry’s First PCIe® 7.0 Linear Equalizers, Extending the Reach of Copper at 128 GT/s
MACOM Technology Solutions Inc. has launched the industry's first PCIe® 7.0-optimized linear equalizers, the MAEQ-39964 and MAEQ-39966, designed to extend the reach of copper interconnects at 128 GT/s. These new devices support PCIe 7.0, PCIe 6.0, and CXL protocols, addressing signal integrity challenges for demanding applications like data centers and high-performance testing. They enable longer passive copper cable reach and maximize the value of existing copper infrastructure.
MACOM Technology Solutions Holdings, Inc. $MTSI Shares Sold by Dimensional Fund Advisors LP
Dimensional Fund Advisors LP reduced its stake in MACOM Technology Solutions Holdings, Inc. ($MTSI) by 1.0%, bringing its total ownership to 968,018 shares. Despite this, MACOM reported strong Q1 results, exceeding analyst expectations with an EPS of $1.02 and revenue up 24.5% year-over-year. Analysts have a "Moderate Buy" rating on the stock with an average price target of $228.27.
MACOM Technology Solutions Hits Day Low Amid Price Pressure, Closing at $204.36
MACOM Technology Solutions Holdings, Inc. experienced a significant 9.38% decline in its stock price, closing at an intraday low of $204.36. This drop contrasts with its impressive long-term growth, which includes a 99.53% return over the past year and 234.21% over five years. Despite short-term fluctuations, the company maintains a strong market position with a market capitalization of $18,278 million and healthy financial metrics.
MACOM to Showcase Innovative Connectivity Solutions at OFC 2026
MACOM Technology Solutions Inc. will participate in OFC 2026, showcasing advanced photonics, optoelectronic, and copper interconnect solutions for AI architectures, cloud infrastructure, and access networks. The demonstrations at Booth 1227 will cover 3.2 Terabit optical transmit solutions, 1.6 Terabit solutions, PCIe 6.0 and 7.0, 800G LR2 modules, CW lasers, and onboard equalization for signal integrity, as well as optical components for various applications. Attendees can learn about MACOM's latest advancements and discuss application requirements with their technical staff.
MACOM Technology Solutions Inc. to Showcase Advanced Semiconductor Innovations at OFC 2026
MACOM Technology Solutions Inc. will exhibit at OFC 2026 from March 17-19 in Los Angeles, presenting its latest semiconductor innovations for AI, cloud infrastructure, and access networks. The company plans to showcase its 3.2 Terabit Optical Transmit Solutions, 1.6 Terabit capabilities, and advanced PCIe 6.0 and 7.0 solutions, alongside an 800G LR2 module and improvements in Continuous Wave laser technology. MACOM will also highlight onboard equalization techniques and various optical components, inviting attendees to engage with technical staff at Booth 1227.
Geneva Capital Management LLC Purchases 242,067 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI
Geneva Capital Management LLC significantly increased its stake in MACOM Technology Solutions Holdings, Inc. (MTSI) by 140.5% in the third quarter, acquiring an additional 242,067 shares to bring its total to 414,297 shares valued at $51.58 million. This comes despite company insiders selling a substantial amount of shares, totaling 753,113 shares worth $184.37 million. MACOM Technology Solutions recently surpassed quarterly earnings estimates, reported a 24.5% year-over-year revenue increase to $271.6 million, and holds a consensus analyst rating of "Moderate Buy" with a target price of $228.27.
Schroder Investment Management Group Has $57.83 Million Position in MACOM Technology Solutions Holdings, Inc. $MTSI
Schroder Investment Management Group has significantly increased its stake in MACOM Technology Solutions Holdings, Inc. ($MTSI) by 13.1%, now holding 469,040 shares valued at $57.83 million. Despite positive analyst ratings and strong quarterly earnings, the company has seen substantial insider selling totaling $184.4 million over the past 90 days. MACOM Technology Solutions specializes in high-performance semiconductor solutions for various markets, including telecom and data centers.
MACOM (NASDAQ: MTSI) investors approve board, 2025 pay and Deloitte as auditor
MACOM Technology Solutions Holdings, Inc. shareholders approved key proposals at their 2026 Annual Meeting. They re-elected eight directors, passed a non-binding advisory vote on 2025 executive compensation, and ratified Deloitte & Touche LLP as the independent auditor for the fiscal year ending October 2, 2026. These decisions indicate continued shareholder support for the company's governance and leadership.
Victory Capital Management Inc. Sells 42,100 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI
Victory Capital Management Inc. reduced its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 17.1% in the third quarter, selling 42,100 shares and now holding 203,705 shares valued at approximately $25.36 million. Despite heavy insider selling recently, with 753,113 shares worth $184.37 million sold in the last 90 days, the company reported strong Q3 earnings, beating EPS estimates and growing revenue by 24.5%. MACOM Technology Solutions currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $228.27.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives Average Rating of "Moderate Buy" from Analysts
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has received an average rating of "Moderate Buy" from thirteen analysts, with nine recommending "buy" and four "hold". The average 1-year price target is $228.27, and the company recently surpassed Q1 earnings estimates with $1.02 EPS and $271.6M revenue. Despite positive analyst outlooks, significant insider selling totaling $184.37M has occurred over the last three months.
MACOM Technology Solutions (MTSI) Stock Gains on Analyst AI Data Center Outlook | 2026 - News and Statistics
Shares of MACOM Technology Solutions (MTSI) rose by 5.4% after analysts highlighted the company as a primary beneficiary of the increasing demand for optical networking components vital for AI data centers. This optimism stems from MACOM's "underappreciated" exposure to essential optical parts and its strong earnings. The stock's performance comes despite recent concerns about semiconductor supply chain disruptions and potential new restrictions on AI chip sales.
MACOM Shareholders Back Board, Pay and Auditor at Meeting
At its 2026 Annual Meeting, MACOM Technology Solutions Holdings (MTSI) shareholders re-elected all director nominees to serve until the 2027 meeting and approved fiscal 2025 executive compensation on an advisory basis. They also ratified Deloitte & Touche LLP as the independent public accounting firm for the fiscal year ending October 2, 2026. These outcomes demonstrate strong shareholder confidence in MACOM's governance, management, and financial reporting processes.
