MTSI MACOM Technology Solutions Holdings, Inc.
USTechnologyAs of 2026-07-09 16:00
Why MTSI matters now
MACOM Technology Solutions Holdings, Inc. (MTSI) is a US stock in Technology. The latest InvestLog snapshot shows $317.35 with +3.97% on the session and $24.21B in market capitalization; recent performance reads 1-month +9.03% and YTD +128.52%.
The latest financial table shown here is Q2 2026, with revenue of $289.0M, net income of $46.3M, and EPS of $0.60. Investors can compare that operating picture with valuation signals such as P/E 109.68 and FCF yield 0.5%.
The latest indexable market news headline is "3 Quiet AI Revenue Accelerators With Sales Growth Outpacing Peers" from MarketBeat.
Additional event context on this page matters because analyst consensus is Buy with a median target of $350.00; recent insider activity includes Daly Stephen G filing S-Sale; recent congressional disclosure data includes Gilbert Cisneros Sale. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
109.68
PEG
0.43
P/B
20.72
P/S
27.81
EV/EBITDA
107.76
DCF Value
$31.50
FCF Yield
0.5%
Div Yield
0.0%
Margins & Returns
Gross Margin
55.3%
Operating Margin
16.0%
Net Margin
16.5%
ROE
13.2%
ROA
8.8%
ROIC
7.8%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $289.0M | $46.3M | $0.60 |
| Q1 2026 | $271.6M | $48.8M | $0.64 |
| Q4 2025 | $261.2M | $45.1M | $0.59 |
| FY 2025 | $967.3M | $-54.2M | $-0.73 |
Analyst Ratings
Consensus
Buy
Target (Consensus)
$360.89
Target (Median)
$350.00
Target Range
$260.00 - $450.00
Trading Activity
Insider Trades
Congress Trades
Related Stocks
Latest News
Company Info
Sector
Technology
Industry
Semiconductors
Country
US
Exchange
—
Beta
1.66
MACOM Technology Solutions Holdings, Inc., along with its affiliated entities, specializes in the design and production of sophisticated analog semiconductor solutions. These critical components are integral to both wireless and wired connectivity systems, spanning the entire electromagnetic spectrum from radio frequency (RF) to lightwave, including microwave and millimeter wave bands. The company operates globally, with a significant presence in the United States, China, the broader Asia Pacific region, and other international markets. Their diverse product portfolio includes a range of standard and custom-engineered devices, such as integrated circuits, multi-chip modules, diodes, amplifiers, various types of switches (including limiters), as well as both passive and active discrete components, and complete subsystems. These essential semiconductor products serve as fundamental building blocks within a wide array of electronic systems, including wireless base stations, advanced optical networking infrastructure, radar systems, medical equipment, and precision test and measurement instruments. MACOM caters to a broad spectrum of key markets: Telecommunications: Their solutions underpin carrier infrastructure for long-haul and metropolitan networks, 5G deployments, and fiber-to-the-X/passive optical network (PON) solutions. Industrial and Defense: This sector encompasses applications like military and commercial radar, RF jamming technology, electronic countermeasures, and secure communication data links. This also extends to multi-market uses in industrial automation, medical devices, scientific research, and general test and measurement equipment. Data Centers: Providing vital components for this rapidly growing industry. Their products reach customers via a multi-channel sales approach, utilizing direct sales teams, dedicated applications engineering support, independent sales representatives, and a network of resellers and distributors. Established in 1950, MACOM maintains its corporate headquarters in Lowell, Massachusetts.