5 Under the Radar AI Chip Stocks Powering the Data Center Boom
The AI data center buildout is minting a second tier of winners that most retail investors still haven't priced in.
MTSI - MACOM Technology Solutions Holdings, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$377.56
DETAILS
HIGH:
$450.00
LOW:
$260.00
MEDIAN:
$427.00
CONSENSUS:
$377.56
UPSIDE:
25.12%
Stock News
3 Quiet AI Revenue Accelerators With Sales Growth Outpacing Peers
The AI boom is reshaping the market well beyond its most obvious beneficiaries—tech, energy, and utilities firms—and some of the best ways to benefit from it have largely gone overlooked. Even within a prominent AI industry like semiconductors, some companies have unique opportunities to serve as pick-and-shovel investments due to their role within the complex AI supply chain.
AI's most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.
Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.
MACOM Technology And Corning On CNBC's ‘Final Trades'
On CNBC's “Halftime Report Final Trades,” Joseph M. Terranova, senior managing director for Virtus Investment Partners, named Corning Incorporated (NYSE:GLW) as his final trade.
Are You Looking for a Top Momentum Pick? Why M/A-Com (MTSI) is a Great Choice
Does M/A-Com (MTSI) have what it takes to be a top stock pick for momentum investors? Let's find out.
Photonics Is the New Hot Cake of AI Infrastructure Space: 5 Picks
Photonics is powering AI infrastructure as data-center bandwidth surges, putting GLW, LITE, COHR, MTSI and MRVL in focus.
MACOM and Elve to Demonstrate a V-Band Linearized TWTA for Satellite Communications and Defense Applications at IMS 2026
MACOM and ELVE will demonstrate how their technologies can be combined to enhance performance and efficiency in microwave transmitter systems at IMS 2026.
MACOM Introduces its Hot Via Chip Scale Technology to Eliminate Wire Bonds
LOWELL, Mass., June 08, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced a chip scale hot via process built on its AlGaAs diode technology.
MACOM IMS 2026 Product Announcements for Satellite Communications
LOWELL, Mass., June 05, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced new additions to its RF and optical portfolio, designed to meet the evolving needs of the satellite communications (SATCOM) industry.
MACOM IMS 2026 Product Announcements for Aerospace and Defense
LOWELL, Mass., June 04, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced a new suite of high-performance RF solutions designed to meet the demanding requirements of aerospace and defense (A&D).
Buy 3 Momentum Anomaly Stocks as Tech Rally Spurs Fresh Highs
CMPR, MTSI and LITE pick up momentum interest as a tech-led AI rally lifts U.S. stocks to fresh highs.
See How Institutions Push MACOM Technology Up Over 700%
Semiconductor firm MACOM Technology Solutions Holdings, Inc. (MTSI) up 717% since first institutional outlier inflow signal in 2016.
M/A-Com (MTSI) is a Great Momentum Stock: Should You Buy?
Does M/A-Com (MTSI) have what it takes to be a top stock pick for momentum investors? Let's find out.
5 High-Efficiency Stocks to Buy Now: HCSG, ELMD, UMBF, SHEL, MTSI
HCSG, ELMD, UMBF, SHEL and MTSI passed an efficiency screen based on turnover ratios, asset use and operating margin strength.
Don't Overlook M/A-Com (MTSI) International Revenue Trends While Assessing the Stock
Explore M/A-Com's (MTSI) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
MACOM Technology Solutions Q2 Earnings Call Highlights
MACOM Technology Solutions NASDAQ: MTSI reported fiscal second-quarter 2026 revenue of $289 million and adjusted earnings per diluted share of $1.09, supported by what management described as strong demand across its three end markets and a record backlog.
Here's What Key Metrics Tell Us About M/A-Com (MTSI) Q2 Earnings
Although the revenue and EPS for M/A-Com (MTSI) give a sense of how its business performed in the quarter ended March 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) Q2 2026 Earnings Call Transcript
MACOM Technology Solutions Holdings, Inc. (MTSI) Q2 2026 Earnings Call Transcript
MTSI Q2 Earnings Surpass Expectations, Revenues Rise Y/Y
MACOM Technology tops Q2 estimates as earnings jump 28% Y/Y and revenues climb 22.5%, backed by strong margins and upbeat Q3 outlook.
M/A-Com (MTSI) Surpasses Q2 Earnings and Revenue Estimates
M/A-Com (MTSI) came out with quarterly earnings of $1.09 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $0.85 per share a year ago.
Price Targets
Macom price target raised to $450 from $385 at Stifel
$450.00
(was $372.15)
Stifel Nicolaus
Macom price target raised to $450 from $375 at Northland
$450.00
(was $392.87)
Northland Securities
Macom price target raised to $450 from $400 at Barclays
$450.00
(was $380.45)
Tom O'Malley
·
Barclays
Macom price target raised to $350 from $300 at Susquehanna
$350.00
(was $356.27)
Christopher Rolland
·
Susquehanna
Macom price target raised to $375 from $300 at Northland
$375.00
(was $354.87)
Tim Savageaux
·
Northland Securities
Macom price target raised to $427 from $275 at Evercore ISI
$427.00
(was $355.69)
Mark Lipacis
·
Evercore ISI
Macom price target raised to $450 from $295 at Jefferies
$450.00
(was $344.47)
Blayne Curtis
·
Jefferies
Macom price target raised to $300 from $255 at Stifel
$300.00
(was $261.16)
Stifel Nicolaus
Macom initiated with a Buy at Loop Capital
$300.00
(was $247.71)
Loop Capital Markets
Macom price target raised to $261 from $200 at Truist
$261.00
(was $234.65)
Truist Financial
Macom price target raised to $250 from $225 at Northland
$250.00
(was $234.83)
Northland Securities
Macom price target raised to $275 from $202 at Evercore ISI
$275.00
(was $235.84)
Evercore ISI
Macom price target raised to $255 from $215 at Stifel
$255.00
(was $227.80)
Stifel Nicolaus
Macom price target raised to $260 from $220 at BofA
$260.00
(was $225.09)
UBS
Macom price target raised to $215 from $185 at Stifel
$215.00
(was $223.74)
Stifel Nicolaus
Macom price target raised to $265 from $200 at Barclays
$265.00
(was $215.01)
Tom O'Malley
·
Barclays
Macom price target raised to $200 from $180 at Truist
$200.00
(was $171.47)
William Stein
·
Truist Financial
Macom initiated with a Neutral at Susquehanna
$200.00
(was $177.35)
Susquehanna
Macom price target raised to $225 from $200 at Northland
$225.00
(was $179.64)
Tim Savageaux
·
Northland Securities
MACOM Technology Solutions (MTSI) PT Raised to $175 at Needham
$175.00
(was $166.92)
Quinn Bolton
·
Needham