MACOM Technology Solutions Hold
MTSI
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- MACOM Technology Solutions is positioned well in the semiconductor industry, benefiting from a growing demand for high-performance solutions in telecommunications and data centers.
- Revenue increased by 18% compared to the prior quarter, reaching $342 million.
- Gross margin improved to 58.3%, up from 56.9% in the previous quarter.
- Despite strong revenue growth, MACOM's trailing P/E ratio is high at 111.68, indicating potential overvaluation.
- The company reported a net income loss of $54.21 million for the year 2025.
- Operating margin for 2025 was only 13.4%, suggesting challenges in maintaining profitability.
Fundamentals
| Market cap | $24.61B | Enterprise value | $24.36B | Trailing P/E | 102.61 | Forward P/E | 37.95 |
| PEG | 2.05 | Price / book | 15.97 | Beta | 1.76 | Dividend yield | 0.00% |
| Revenue growth | 35.8% | Earnings growth | 166.7% | Gross margin | 56.5% | Operating margin | 23.3% |
| Profit margin | 20.7% | ROE | 17.2% | ROA | 6.4% | Debt / equity | 0.27 |
| Current ratio | 2.34 | Free cash flow | $104.35M | Analyst recommendation | buy | Mean target | $395.33 |
| 52w high | $418.90 | 52w low | $121.97 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $342M | $289M | $272M | $261M | $252M |
| Op margin | 22.5% | 17.6% | 15.9% | 15.2% | 14.9% |
| Net income | $101M | $46.3M | $48.8M | $45.1M | $36.5M |
| Gross margin | 58.3% | 56.9% | 55.9% | 54.5% | 55.3% |
| Gross profit | $200M | $164M | $152M | $142M | $139M |
| Operating income | $77.1M | $50.8M | $43.3M | $39.6M | $37.7M |
- Revenue +18% vs prior quarter ($342M vs $289M).
- Gross margin 58.3% (was 56.9% prior quarter).
- Operating margin expanded to 22.5%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $967M | $730M | $648M | $675M |
| Op margin | 13.4% | 10.1% | 16.6% | 19.7% |
| Net income | -$54.2M | $76.9M | $91.6M | $440M |
| Gross margin | 54.7% | 54.0% | 59.5% | 60.2% |
| Gross profit | $529M | $394M | $386M | $406M |
| Operating income | $130M | $73.7M | $107M | $133M |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · 3 Satellite Connectivity Stocks As Starlink Challenges Mobile Coverage
2026-10-07 · 4 Semiconductor Stocks to Grab as Sales Hit $1 Trillion for First Time
2026-10-07 · Zacks Investment Ideas feature highlights: Taiwan, Entegris and MACOM Technology
2026-10-06 · MACOM (MTSI) Shares Skyrocket, What You Need To Know
2026-10-06 · Macom Technology: Why This AI, Optical Networking Firm Eyes A Potential Buy Point
2026-10-02 · MACOM, Texas Instruments, Semtech, Amkor, and Teradyne Stocks Trade Up, What You Need To Know
2026-10-02 · Chip Stocks Roar Higher, Led By These Lesser-Known Names
2026-10-01 · Why Are MACOM (MTSI) Shares Soaring Today
2026-09-29 · 3 Cash-Producing Stocks with Competitive Advantages
2026-09-29 · MACOM to Showcase RF and Microwave Products and Technologies at European Microwave Week
2026-09-24 · Himax, Power Integrations, MACOM, onsemi, and Microchip Technology Shares Are Falling, What You Need To Know
2026-09-24 · Zacks.com featured highlights include CareDx, Ciena, Celestica, Materion and MACOM Technology Solutions
Price (daily)
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