MACOM/$MTSI

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About MACOM

MACOM Technology Solutions Holdings Inc is a provider of analog, digital, and mixed-signal semiconductor solutions to original equipment manufacturers and distributors. These solutions are found in systems for industrial, medical, scientific, and test and measurement markets. The firm's portfolio of products includes integrated circuits, multichip modules, power pallets and transistors, diodes, amplifiers, switches and switch limiters, passive and active components, and complete subsystems.
Ticker
$MTSI
Sector
Semiconductors
Primary listing
NASDAQ
Employees
2,000

MACOM Metrics

BasicAdvanced
$19B
80.17
$3.14
1.71
-

What the Analysts think about MACOM

Analyst ratings (Buy, Hold, Sell) for MACOM stock.
Analyst projections of the future price of MACOM stock.

Bulls say / Bears say

MACOM delivered strong operating momentum in fiscal Q3 2026: revenue increased 35.8% year over year to $342.2 million, gross margin expanded to 58.3% from 55.3%, and GAAP diluted EPS rose to $1.28 from $0.48. (SEC)
Management guided fiscal Q4 revenue to $415 million-$425 million, implying another substantial sequential increase and signaling continued demand across MACOM’s data-center, industrial-and-defense and telecom markets. (MACOM)
The company is gaining exposure to multiple next-generation connectivity drivers, including optical products supporting speeds up to 1.6T and planned indium-phosphide photonics opportunities, while Q3 data-center revenue increased $61.8 million year over year. (SEC)
MACOM’s growth is increasingly concentrated in high-speed optical data-center products: data-center revenue rose 81.5% year over year in Q3, while Telecom grew only 4.7%, increasing sensitivity to hyperscaler and AI-infrastructure spending cycles. (SEC)
Operating costs are rising alongside expansion: Q3 research-and-development expense increased 17.2% year over year, while additional RTP-fab headcount, maintenance and production-supply costs partially offset gross-profit gains. (SEC)
The balance sheet carries execution and dilution risk: $340.5 million of convertible notes was classified as short-term after the stock-price conversion trigger was met, and holders may convert during the quarter ending October 2, 2026. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 14 Sept 2026.

MACOM Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

MACOM Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
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