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MACOM Technology Solutions designs and manufactures high-performance RF, microwave, and analog semiconductor components used in high-speed networking and data center infrastructure supporting AI workloads.
Snapshot
| Country |
USA
|
| Exchange | Nasdaq |
| AI Layer |
chips
|
| Category |
2.40 Photonic Components, Transceivers & Integration
|
| Sentiment |
58.0% |
| USD Mkt Cap | 20.99B |
| USD Revenue | 1.16B |
| USD Net Income | 240.93M |
| P/E | 86.99 |
| fwd P/E | 32.43 |
| PEG | 2.05 |
| Price 3M | -26.7% |
| Price 6M | +27.9% |
| Price 1Y | +111.2% |
| Price 2Y | +174.5% |
| USD Share Price | 278.47 |
Price & Size
| Price |
274.90 USD |
| Market Cap |
20.99B USD |
| Shares Outstanding |
76.37M |
| Shares Float |
71.29M |
| 52w Low |
121.97 USD |
| 52w High |
418.90 USD |
| Avg Volume |
1.54M |
Valuation
| P/E (trailing) |
87.0x |
| P/E (forward) |
32.4x |
| P/B |
13.63x |
| Enterprise Value |
20.75B USD |
| Book Value / Share |
20.18 USD |
| PEG Ratio |
2.05x |
| P/S |
18.04x |
| EV / Revenue |
17.82x |
| EV / EBITDA |
75.15x |
Income
| Revenue |
1.16B USD |
| Revenue / Share |
15.47 USD |
| EBITDA |
276.05M USD |
| Net Income |
240.93M USD |
| EPS (trailing) |
3.16 USD |
| EPS (forward) |
8.48 USD |
Margins & Profitability
| Gross Margin |
56.5% |
| Operating Margin |
23.3% |
| Profit Margin |
20.7% |
| EBITDA Margin |
23.7% |
| Return on Equity |
17.2% |
| Return on Assets |
6.4% |
Growth
| Revenue Growth |
35.8% |
| Earnings Growth |
166.7% |
Cash & Debt
| Total Cash |
663.03M USD |
| Total Debt |
414.05M USD |
| Free Cash Flow |
104.35M USD |
| Operating Cash Flow |
271.19M USD |
| Debt / Equity |
0.27x |
| Current Ratio |
2.34x |
| Quick Ratio |
1.68x |
Analyst Consensus
| Target (Mean) |
395.33 USD |
| Target (Median) |
380.00 USD |
| Target (High) |
475.00 USD |
| Target (Low) |
300.00 USD |
| Recommendation |
buy |
| # Analysts |
15 |
Identifiers
| ISIN | US55405Y1001 |
| CUSIP | 55405Y100 |
| FIGI | BBG001YF9SP8 |
| SEDOL | B4Y6W83 |
Sentiment 58.0%
as of Sep 12, 2026
Positive drivers
Strong demand for high-speed analog semiconductors in AI data center infrastructure supported revenue growth expectations. Recent partnerships with leading cloud providers highlighted MACOM's expanding role in optical and RF solutions. Analyst upgrades cited improving gross margins from product mix shifts toward advanced AI components.
Neutral / mixed
Macroeconomic uncertainty around interest rates and potential slowdown in capex spending by hyperscalers created mixed signals. Quarterly results showed steady but not accelerating growth, aligning with broader semiconductor sector trends. Valuation multiples remained in line with historical averages without significant premium or discount.
Negative drivers
Supply chain constraints and elevated inventory levels at distributors pressured near-term guidance. Increased competition from larger players in the AI connectivity space raised concerns over market share retention. Geopolitical tensions affecting semiconductor exports added volatility to investor sentiment.
Bottom line
Overall sentiment for MTSI remains mildly positive amid AI tailwinds, tempered by competitive and macroeconomic headwinds. The stock is viewed as a steady performer rather than a high-growth outlier in the current 30-day window.