Inside the research

MACOM Technology Solutions Holdings, Inc.

MTSI Research profile · latest available data

Price overview

$285.57

▲ +0.63 (+0.2%)

52w hi$409.68
52w lo$122.18
Vol971.60K
As of25 Sep 2026

The Verdict

Hold

Our score +0.08

Short-0.58
Medium+0.41
Long+0.72

computed 2026-09-27

Key fundamentals

MACOM Technology Solutions Holdings, Inc.

Technology · Semiconductors

Market cap$21.81B
Enterprise value$21.56B
Trailing P/E90.95x
Forward P/E33.64x
EV / EBITDA78.10x
P / S (ttm)18.74x
Profit margin20.7%
Return on equity17.2%
Revenue growth+35.8%
Earnings growth+166.7%
Debt / equity26.87

Layer Breakdown

LayerRawContribution
Fundamental+0.29
Sector+0.24
Technical-0.29
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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.

United States · www.macom.com

Risk Metrics

Beta vs SPX1.95
Corr SPX0.56
Annual vol56.1%
Annual ret+66.4%
Sharpe1.18
Max DD-44.2%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$389.43
High / Low$450.00 / $345.00
Median$382.50
Analysts14
Strong Buy3
Buy9
Hold3
Sell0
Strong Sell0

Recent rating actions

2026-05-08Truist Securities→ Buy
2026-05-08Susquehanna→ Neutral
2026-05-08Needham→ Buy
2026-05-08JP Morgan→ Neutral
2026-05-08Evercore ISI Group→ Outperform
2026-05-08Barclays→ Overweight

Material Events

DateEvent8-K
2026-08-06Earnings Release, Exhibitsread
2026-05-07Earnings Release, Exhibitsread
2026-03-09Shareholder Vote, Exhibitsread
2026-02-05Earnings Release, Exhibitsread
2026-01-12Officer / Director Change, Reg FD Disclosure…read
2025-11-25Officer / Director Change, Reg FD Disclosure…read
2025-11-06Earnings Release, Exhibitsread
2025-08-08Officer / Director Change, Exhibitsread
2025-08-07Earnings Release, Exhibitsread
2025-05-08Earnings Release, Exhibitsread
2025-03-11Shareholder Vote, Exhibitsread
2025-02-06Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-05-14CHUNG PETER YDirectorSell43.27K$16.36M

Flow & Concentration

Insider 180d net-$16.36M
Insider buys / sells0 / 1
Insider biasSellers
13F holders0
Top-5 share0.0%
HHI0 (—)

SEC Filings

DateFormDoc
2026-08-068-Kview
2026-08-0610-Qview
2026-06-294view
2026-06-024view
2026-05-214view
2026-05-204view
2026-05-204view
2026-05-204view
2026-05-204view
2026-05-184view
2026-05-154view
2026-05-134view
2026-05-078-Kview
2026-05-0710-Qview
2026-05-044view

The Long Run

FY 2012–2025 · 14 years

LineLatestCAGRTrend
Revenue$967.26M+9.1%
Gross profit$385.80M+8.4%
Operating income$107.40M+9.6%
Net income$91.58M+33.0%
Cash from ops$166.92M+12.7%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$286.43$289.26$279.40$285.57971.60K
Sep 24$268.80$285.44$266.42$284.941.13M
Sep 23$276.24$278.63$269.63$275.841.11M
Sep 22$276.30$281.16$274.47$279.691.34M
Sep 21$285.95$285.95$277.19$279.111.50M

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