MTSI - MACOM Technology Solutions Holdings, Inc.
On August 24, 2026, MACOM Technology Solutions Holdings Inc (MTSI) shares fell 3.4%, closing at $257.43. This decline comes amid a significant price drop of 21.
Allworth Financial LP bought a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ: MTSI) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 6,035 shares of the semiconductor company's stock, valued at approximately $2,296,000. Several
Oil-price volatility is shaking markets, but Plexus, Twilio and MACOM stand out as momentum stocks with strong one-year gains and recent pullbacks.
The mean of analysts' price targets for M/A-Com (MTSI) points to a 28% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Wall Street analysts made bold moves Thursday, slashing targets on some names while dramatically upgrading others, and the gap between winners and losers tells a story about where smart money is quietly repositioning ahead of the next market move.
Review M/A-Com's (MTSI) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.
MACOM's Q3 revenue increased 35.8% while adjusted operating income surged nearly 70%, demonstrating powerful operating leverage. Record 1.6x book-to-bill and 35% sequential Data Center guidance suggest demand continues accelerating despite the larger revenue base. Data Center growth could reach roughly 50% in FY2027 as 1.6T, photodetectors, NPO and eventually CW lasers expand content.
MACOM Technology Solutions Holdings is rated Hold as its forward EV/EBITDA of 46x sits 58 percent above its five-year average despite strong operational execution. My probability-weighted valuation is $272.83 per share, 9.6 percent below the current price, with scenarios ranging from $155.86 in the bear case to $383.95 in the bull case. Strong Q3 growth is offset by rising Customer A and China revenue concentration alongside $340.5 million in now-current convertible notes.
MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.
MACOM sees accelerating Data Center demand, record orders and rising manufacturing leverage supporting a stronger fiscal Q4 outlook.
Although the revenue and EPS for M/A-Com (MTSI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2026 Earnings Call Transcript
MACOM Technology Solutions NASDAQ: MTSI reported record fiscal third-quarter results, citing strong demand across its data center, industrial and defense, and telecom markets. The company also issued fourth-quarter guidance that calls for another sequential increase in revenue, margins and adjusted earnings.
M/A-Com (MTSI) came out with quarterly earnings of $1.4 per share, beating the Zacks Consensus Estimate of $1.34 per share. This compares to earnings of $0.9 per share a year ago.
Beyond analysts' top-and-bottom-line estimates for M/A-Com (MTSI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
MACOM Technology Solutions (MTSI) is executing on dual secular growth drivers: AI-fueled data center optical infrastructure and a global defense electronics upcycle. Q2 FY26 saw Data Center revenue up 36% y/y and Industrial & Defense up 22% y/y, with Q3 revenue guidance of $331–339M, implying 16% sequential growth. Adjusted gross margins are approaching 60% and adjusted EBITDA margins exceed 31%, highlighting significant operating leverage from differentiated compound semiconductor manufacturing.
MACOM Technology heads into Q3 earnings with strong data center growth, record I&D momentum and margin expansion supporting upbeat forecasts.
California State Teachers Retirement System raised its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ: MTSI) by 24.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 79,391 shares of the semiconductor company's stock after buying an additional 15,607 shares during the quarter.
On July 29, 2026, MACOM Technology Solutions Holdings Inc (MTSI) shares fell 8.2% to a current price of $228.71, marking a significant decline from its 52-week
Dimensional Fund Advisors LP reduced its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ: MTSI) by 44.1% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 529,138 shares of the semiconductor company's stock after selling 417,994 shares during