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Forecast
The analysts' average price target is €370.49 (+75.17%). The median is €401.05 (+89.62%).
| Buy |
16 |
| Hold |
7 |
| Sell |
2 |
News Go to news feed
MACOM Technology Solutions cited for strong demand from data center and 5G markets
Aristotle Small Cap Equity Fund highlighted MACOM Technology Solutions as a top contributor in Q2 2026, citing strong earnings, upbeat guidance and accelerating revenue and profitability. The fund expects continued shareholder value from demand in data-center, industrial/defense and telecom end markets, plus benefits from recent acquisitions and expanded domestic manufacturing. MACOM's stock has seen short-term weakness but the fund maintains its position given exposure to data center and 5G growth drivers. » More on finance.yahoo.com
MACOM beats Q3 forecasts — stock rises after record order intake
MACOM reported adjusted EPS of $1.40 for Q3 on revenue of $342.2 million, beating analysts’ estimates. The book-to-bill ratio reached a company record at 1.6:1, adjusted gross margin rose to 59.7% and operating margin to 31.5%. Management forecasts Q4 revenue between $415 million and $425 million and further margin expansion; the stock gained about 9.8% in premarket trading after the results. » More on de.investing.com
MACOM to sign long-term supply agreements with IQE and fund £45m financing
MACOM will enter long-term supply agreements with IQE for epitaxial services across multiple technologies to strengthen its supply chain and support growth. Concurrently, MACOM will provide £45 million to IQE via equity and a convertible loan note, subject to approvals, and will take a seat on IQE’s board to support the supplier’s financial position. » More on finance.yahoo.com
Financials
| (EUR) | July 2026 | YoY |
|---|---|---|
| Revenue | 299.08m | 39.76% |
| Gross profit | 174.39m | 51.70% |
| Net profit | 88.01m | 183.76% |
| EBITDA | 123.21m | 141.46% |
Fundamentals
| Metric | Value |
|---|---|
Market capitalization | €16.08bn |
Number of shares | 76.37m |
52-week high/low | €373.33 - €126.55 |
| Dividends | No |
Beta | 1.76 |
P/E ratio | 73.83 |
PEG ratio | 0.10 |
P/B ratio | 11.70 |
P/S ratio | 15.50 |
Company profile
MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, the Asia Pacific, and internationally. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless basestations, high-capacity optical networks, radar, and medical systems and test and measurement. The company serves various markets comprising telecommunication that includes carrier infrastructure, which comprise long-haul/metro, 5G, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company was founded in 1950 and is headquartered in Lowell, Massachusetts.
| Name | MACOM Technology Solutions |
| CEO | Stephen G. Daly |
| Headquarters | Lowell,
ma USA |
| Website | |
| Sector | Industrials |
| Industry | Aerospace & Defense |
| IPO | 15/03/2012 |
| Employees | 2,000 |
Ticker symbols
| Exchange | Symbol |
|---|---|
NASDAQ | MTSI |
Frankfurt | 1MA.F |
London | 0A8Z.L |
München | 1MA.MU |