MACOM Technology Solutions Holdings, Inc. (MTSI)
M/A-Com (MTSI) Is Up 12.62% in One Week: What You Should Know
Does M/A-Com (MTSI) have what it takes to be a top stock pick for momentum investors? Let's find out.
Wall Street Analysts Predict a 46.99% Upside in M/A-Com (MTSI): Here's What You Should Know
The average of price targets set by Wall Street analysts indicates a potential upside of 47% in M/A-Com (MTSI). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Buy 3 Momentum Anomaly Stocks as Surging Oil Prices Rattle Markets
Oil-price volatility is shaking markets, but Plexus, Twilio and MACOM stand out as momentum stocks with strong one-year gains and recent pullbacks.
How Much Upside is Left in M/A-Com (MTSI)? Wall Street Analysts Think 28%
The mean of analysts' price targets for M/A-Com (MTSI) points to a 28% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Why M/A-Com (MTSI) International Revenue Trends Deserve Your Attention
Review M/A-Com's (MTSI) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.
MACOM Technology Solutions: Why I Loaded Up This Pullback
MACOM's Q3 revenue increased 35.8% while adjusted operating income surged nearly 70%, demonstrating powerful operating leverage. Record 1.6x book-to-bill and 35% sequential Data Center guidance suggest demand continues accelerating despite the larger revenue base. Data Center growth could reach roughly 50% in FY2027 as 1.6T, photodetectors, NPO and eventually CW lasers expand content.
MACOM Technology: Excellent Execution, Uncomfortable Multiple
MACOM Technology Solutions Holdings is rated Hold as its forward EV/EBITDA of 46x sits 58 percent above its five-year average despite strong operational execution. My probability-weighted valuation is $272.83 per share, 9.6 percent below the current price, with scenarios ranging from $155.86 in the bear case to $383.95 in the bull case. Strong Q3 growth is offset by rising Customer A and China revenue concentration alongside $340.5 million in now-current convertible notes.
MTSI Q3 Earnings Surpass Expectations, Revenues Rise Y/Y
MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.
MTSI Q3 Earnings Call Highlights Data Center Growth Outlook
MACOM sees accelerating Data Center demand, record orders and rising manufacturing leverage supporting a stronger fiscal Q4 outlook.
M/A-Com (MTSI) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for M/A-Com (MTSI) give a sense of how its business performed in the quarter ended June 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) Q3 2026 Earnings Call Transcript
MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2026 Earnings Call Transcript
MACOM Technology Solutions Q3 Earnings Call Highlights
MACOM Technology Solutions NASDAQ: MTSI reported record fiscal third-quarter results, citing strong demand across its data center, industrial and defense, and telecom markets. The company also issued fourth-quarter guidance that calls for another sequential increase in revenue, margins and adjusted earnings.
