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MACOM/$MTSI

1D1W1M3M6MYTD1Y5YMAX

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
$18B
74.65
$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

Fiscal Q3 revenue rose 35.8% year on year and adjusted operating margin expanded to 31.5% from 25.2%. MACOM forecast Q4 revenue of $415–425 million and adjusted EPS of $1.97–$2.03, pointing to further near-term growth. (MACOM)
Data Centre revenue grew 81.5% year on year in Q3, led by optical products serving data rates up to 1.6T. Demand for 800G and 1.6T connectivity gives MACOM a strong foothold in expanding data-centre networks. (SEC)
Record Q3 bookings produced a book-to-bill ratio of 1.6:1, with orders strong across all three end markets. Industrial and defence revenue also grew 23.3% year on year, broadening the growth beyond data centres. (The Motley Fool, SEC)
Management said labour, electricity, utilities and raw-material costs are rising, and higher production volumes are lengthening some internally made products’ lead times. Cost inflation or supply constraints could limit margin gains and delay shipments. (The Motley Fool)
Q3 Data Centre revenue grew 81.5% year on year, compared with 4.7% growth in Telecom. This growing dependence on data-centre demand leaves results more exposed to changes in hyperscaler investment and product ramp schedules. (SEC)
Some longer-term growth plans remain unproven: MACOM said its 75-milliwatt continuous-wave lasers are still being qualified, with production only potentially starting in late 2027, while near-packaged optics revenue is expected from 2028. Delays or failed customer adoption would push out these opportunities. (The Motley Fool)
Data summarised monthly by Lightyear AI. Last updated on 22 Oct 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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