The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Friday, August 14, 2026

Subject of the day

MTSI

Concerning the House

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

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%
Quotation

$307.06

-3.69 (-1.2%)

52w hi$409.68
52w lo$121.00
Vol1.11M
As ofAug 13
The Verdict

Hold

Our score +0.31

Short-0.14
Medium+0.58
Long+0.70

computed 2026-08-13

By the Numbers

MACOM Technology Solutions Holdings, Inc.

Technology · Semiconductors

Market cap$23.45B
Enterprise value$23.48B
Trailing P/E97.79x
Forward P/E36.20x
EV / EBITDA85.07x
P / S (ttm)20.15x
Profit margin20.7%
Return on equity17.2%
Revenue growth+35.8%
Earnings growth+166.7%
Debt / equity26.87
Risk Metrics
Beta vs SPX1.97
Corr SPX0.59
Annual vol54.7%
Annual ret+70.1%
Sharpe1.28
Max DD-44.2%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.29
Sector+0.19
Technical+0.00
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$310.11$320.05$304.56$307.061.11M
Aug 12$313.82$319.79$309.13$310.751.44M
Aug 11$303.46$308.39$298.20738.21K
Aug 10$314.78$315.79$296.85$297.031.27M
Aug 7$309.98$318.42$299.73$310.821.98M