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MTSI MACOM Technology Solutions Holdings, Inc.

USTechnology
$317.35+3.97%ClosedMarket Cap: $24.21B

As 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

PeriodRevenueNet IncomeEPS
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

Strong Buy: 3Buy: 9Hold: 3Sell: 0Strong Sell: 0
BarclaysOverweight
2026-05-22
SusquehannaNeutral
2026-05-08
Truist SecuritiesBuy
2026-05-08
Evercore ISI GroupOutperform
2026-05-08
JP MorganNeutral
2026-05-08

Trading Activity

Insider Trades

Daly Stephen Gdirector, officer: President and CEO
Sell2026-06-02
Daly Stephen Gdirector, officer: President and CEO
Sell2026-06-02
Daly Stephen Gdirector, officer: President and CEO
Sell2026-06-02
Daly Stephen Gdirector, officer: President and CEO
Sell2026-06-02
Daly Stephen Gdirector, officer: President and CEO
Sell2026-06-02

Congress Trades

Gilbert CisnerosSell
2026-06-09

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.