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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.
- Share Price
- 226.48USD
- Market Cap
- 17.30BUSD
- Revenue
- 1.33BUSD
- Net Income
- 335.25MUSD
- P/E (trailing)
- 52.5x
Financial data: Yahoo Finance, as of 11-Nov-2026
Price & Size
| Price |
226.48 USD |
| Market Cap |
17.30B USD |
| Shares Outstanding |
76.37M |
| Shares Float |
71.28M |
| 52w Low |
150.80 USD |
| 52w High |
418.90 USD |
| Avg Volume |
1.55M |
Valuation
| P/E (trailing) |
52.5x |
| P/E (forward) |
19.5x |
| P/B |
10.19x |
| Enterprise Value |
16.91B USD |
| Book Value / Share |
22.22 USD |
| PEG Ratio |
2.05x |
| P/S |
13.03x |
| EV / Revenue |
12.74x |
| EV / EBITDA |
45.81x |
Income
| Revenue |
1.33B USD |
| Revenue / Share |
17.54 USD |
| EBITDA |
369.17M USD |
| Net Income |
335.25M USD |
| EPS (trailing) |
4.31 USD |
| EPS (forward) |
11.59 USD |
Margins & Profitability
| Gross Margin |
58.1% |
| Operating Margin |
31.7% |
| Profit Margin |
25.2% |
| EBITDA Margin |
27.8% |
| Return on Equity |
22.2% |
| Return on Assets |
8.7% |
Growth
| Revenue Growth |
62.7% |
| Earnings Growth |
197.3% |
Cash & Debt
| Total Cash |
792.41M USD |
| Total Debt |
406.94M USD |
| Free Cash Flow |
185.85M USD |
| Operating Cash Flow |
357.09M USD |
| Debt / Equity |
0.24x |
| Current Ratio |
2.54x |
| Quick Ratio |
1.92x |
Dividend
| Yield |
0.0% |
| Payout Ratio |
0.0% |
Analyst Consensus
| Target (Mean) |
327.00 USD |
| Target (Median) |
305.00 USD |
| Target (High) |
450.00 USD |
| Target (Low) |
220.00 USD |
| Analysts' Rating |
Strong buy |
| # Analysts |
16 |
Identifiers
| ISIN | US55405Y1001 |
| CUSIP | 55405Y100 |
| FIGI | BBG001YF9SP8 |
| SEDOL | B4Y6W83 |
Sentiment 63.5%
as of 11-Nov-2026
Sentiment is an AI (Grok) reading of market mood over the past 30 days: 0% very negative, 50% neutral, 100% very positive.
Positive drivers
Growing adoption of MACOM's high-speed analog solutions in AI infrastructure drove positive analyst coverage. Recent contract wins with leading cloud providers signaled expanding revenue streams. Upward revisions to FY2027 guidance reflected strong order backlog in data center applications.
Neutral / mixed
Sector-wide semiconductor cyclicality introduced moderate trading volatility without clear directional bias. Ongoing integration of acquired technologies created mixed signals on margin expansion timelines. Broader market rotation between growth and value stocks kept MTSI's valuation multiples stable.
Negative drivers
Intensifying competition from larger RF component suppliers pressured pricing power in select segments. Macroeconomic concerns over delayed AI capex spending weighed on near-term visibility. Minor supply constraints in advanced packaging materials slightly tempered production ramp expectations.
Bottom line
Sentiment for MTSI is moderately positive, anchored by AI-driven demand tailwinds. Competitive and cyclical headwinds prevent a more bullish outlook.
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