Price
$310.82-2.06%Social Signal Score
Analyst Ratings
25 analystsRevenue
$342.24M+124.13%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Stephen G. Daly
- Sector
- Technology
- Industry
- Semiconductors
- Employees
- 2,000
- Beta
- 1.71
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 25.63
Financials
Revenue
$342.24M+124.1%Net Income
$100.71M+1874.3%EBITDA
$128.67M+737.8%Free Cash Flow
$-10.79M-161.1%EPS (diluted)
$1.28+1322.2%Shares Outstanding (diluted)
78.41M+41.8%Operating Expenses
$122.44MCash & Debt
$663.03MReturn of Capital
$3.56MQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $967.26M | $-54.21M | $-0.73 |
| 2024 | $729.58M | $76.86M | $1.07 |
| 2023 | $648.41M | $91.58M | $1.29 |
| 2022 | $675.17M | $439.95M | $6.30 |
| 2021 | $606.92M | $37.97M | $0.55 |
| 2020 | $530.04M | $-46.08M | $-0.69 |
| 2019 | $499.71M | $-383.80M | $-5.88 |
| 2018 | $570.40M | $-139.98M | $-2.16 |
| 2017 | $698.77M | $-169.49M | $-2.79 |
| 2016 | $544.34M | $1.43M | $0.03 |
| 2015 | $420.61M | $48.59M | $0.95 |
| 2014 | $418.66M | $-15.32M | $-0.33 |
| 2013 | $318.72M | $27.71M | $0.60 |
| 2012 | $302.20M | $-1.02M | $-0.04 |
Valuation
MTSIhas no positive reported earnings per share, so an earnings-multiple projection can't be built for it. Companies are valued on other measures at this stage — revenue growth, cash burn, or book value — none of which this calculator models.
Signal Score (90d)
100-6.98%Social Signal Score
Mentions (15)
- News (RSS)seekingalpha·1d ago·Neutral
MACOM: The Business Is Catching Up With The Expectations
View source ↗ - Newsglobenewswire.com·7d ago·Neutral
MACOM to Showcase RF and Microwave Products and Technologies at European Microwave Week LOWELL, Mass., Sept. 29, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor solutions, will exhibit at the upcoming European Microwave Week (EuMW) from October 6 - 8, 2026, in London, England.
View source ↗ - Newszacks.com·14d ago·Positive
Does M/A-Com (MTSI) Have the Potential to Rally 41.35% as Wall Street Analysts Expect? The mean of analysts' price targets for M/A-Com (MTSI) points to a 41.4% 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.
View source ↗ - News (Marketaux)gurufocus.com·16d ago·Positive
MACOM Technology Solutions Holdings, Inc. (MTSI) -- Semiconductor Innovation | Invesco Discovery Fund Q2 2026 MACOM Technology S[+339 characters]
View source ↗ - News (RSS)zerohedge·17d ago·Neutral
…re it gave financial targets and discussed its strategy to deliver higher growth. Analysts say the stock remains a show-me story as the company navigates the AI era. Macom Technology Solutions Holdings Inc. shares are up 2.1% in premarket trading, after BMO Capital Markets upgraded the semiconductor device company to outperform from market perform, seeing an attractive valuation in the wake of recent weakness. Netflix shares drop 2.9% in premarket trading as Wells Fargo Securities downgrades to …
View source ↗ - Newsglobenewswire.com·21d ago·Neutral
MACOM Demonstrates Technologies Enabling the Future of High Speed Connectivity at ECOC 2026 LOWELL, Mass., Sept. 15, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced it will showcase its latest optical and high speed connectivity technologies at the European Conference on Optical Communication (ECOC) 2026, taking place September 21 - 23, 2026, in Málaga, Spain.
View source ↗ - News (RSS)yahoo·29d ago·Neutral
MACOM’s (MTSI) Earnings Explosion Raises A Very Big Question
View source ↗ - Newszacks.com·35d ago·Negative
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.
View source ↗ - News (Marketaux)gurufocus.com·41d ago·Positive
Is MACOM Technology Solutions Holdings Inc (MTSI) Overvalued After 3.4% Rally? GF Value Says Overvalued On August 25, 2026, MACOM T[+253 characters]
View source ↗ - Newsgurufocus.com·42d ago·Negative
A Look at MACOM Technology Solutions Holdings Inc (MTSI) After 3.4% Decline -- GF Value $187.64 vs Price $257.43 On August 24, 2026, MACOM Technology Solutions Holdings Inc (MTSI) shares fell 3.4%, closing at $257.43. This decline comes amid a significant price drop of 21.
View source ↗ - Newszacks.com·47d ago·Positive
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.
View source ↗ - Newszacks.com·53d ago·Positive
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.
View source ↗ - Newszacks.com·55d ago·Negative
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.
View source ↗ - Newsseekingalpha.com·57d ago·Neutral
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.
View source ↗ - Newsseekingalpha.com·59d ago·Neutral
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 mi
View source ↗
Earnings
Thu, Nov 5(in 4 weeks)
Consensus estimate $2.00 per share
Typical surprise +1.3% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$1.40 vs $1.35beat
- Thu, May 7$1.09 vs $1.07beat
- Thu, Feb 5$1.02 vs $0.99beat
- Thu, Nov 6$0.94 vs $0.93beat
- Thu, Aug 7$0.90 vs $0.89beat
- Thu, May 8$0.85 vs $0.84beat
Estimates and results for MTSI via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by MTSI officers and directors.
- Bought
- —
- Sold
- $60.4m
0 trades
89 trades
- Dennehy Robertsold
- Kober Johnsold
- Kober Johnsold
- Kober Johnsold
- Kober Johnsold
- Kober Johnsold
- Kober Johnsold
- Kober Johnsold
11 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 7, 2026 (53d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jun 9, 2026 (18d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (12d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (36d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 13, 2026 (24d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (32d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed May 14, 2025 (35d later)Sell$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 7, 2025 (25d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Jul 9, 2024 (18d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Feb 17, 2023 (25d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Feb 17, 2023 (37d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Feb 17, 2023 (37d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 14, 2020 (12d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 18, 2020 (20d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jan 10, 2020 (11d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Jan 31, 2019 (13d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Jan 4, 2019 (17d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
