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MTSIMTSITechnology · Semiconductors

MTSI Stock Forecast: MACOM Technology Solutions Holdings, Inc. Price Predictions for 2026-2027

Last close, 24 Sept 2026
$285
+3.30% on the day

The 16 Wall Street analysts covering MACOM Technology Solutions Holdings, Inc. hold a median 12-month price target of $380 — +33.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 23 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$21.1B
Ticker Nerd rank
85 / 100
Median analyst target
$380
Analysts covering
16
Revenue$342.2M+35.8% y/y
Operating income$77.1M
Net income$100.7M
Free cash flow−$2.8M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+8.3%
1M
+10.7%
YTD
+66.4%
1Y
+125.0%
From 52W high
−30.4%
From 52W low
+133.2%
$122
$410
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

MTSI stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores MACOM Technology Solutions Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 23 Sept 2026
85 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
98
Momentum
89
Issuance
81
Growth
78
Volatility
77
Quality
67
Value
47
Accruals
30
Size
10

Revisions (98): Analysts have, on balance, been raising their forecasts.

Accruals (30): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (10): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

MTSI stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on MTSI, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$100$200$300$400$500Oct 25Jan 26Apr 26Jul 26MTSIHigh $475Median $380Low $300

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says16 analysts
13 Buy3 Hold0 Sell
Low $300Median $380High $475

The green dot is the last close — the median target sits +33.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
18 Sept 2026BMO CapitalUpgradeOutperform$335
21 Aug 2026BMO CapitalInitiatesMarket Perform$335
21 Aug 2026BMO CapitalInitiatesMarket Perform—
7 Aug 2026Evercore ISI GroupMaintainsOutperform—
7 Aug 2026Evercore ISI GroupMaintainsOutperform$427 → $475
6 Aug 2026NeedhamMaintainsBuy$400 → $410
6 Aug 2026NeedhamMaintainsBuy—
21 July 2026SusquehannaMaintainsNeutral$350 → $300
21 July 2026SusquehannaMaintainsNeutral—
24 June 2026StifelMaintainsBuy$385 → $450
24 June 2026StifelMaintainsBuy—
22 May 2026BarclaysMaintainsOverweight—
8 May 2026BarclaysMaintainsOverweight—
8 May 2026Evercore ISI GroupMaintainsOutperform—
8 May 2026JP MorganMaintainsNeutral—
8 May 2026NeedhamMaintainsBuy—
8 May 2026SusquehannaMaintainsNeutral—
8 May 2026Truist SecuritiesMaintainsBuy—
16 Apr 2026StifelMaintainsBuy—
13 Apr 2026B of A SecuritiesMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. MTSI appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

MTSI vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 24 Sept 2026, MACOM Technology Solutions Holdings, Inc. returned +125.0% against +17.4% for the S&P 500, dividends included.

MTSI vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250300Oct 25Jan 26Apr 26Jul 26MTSIS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

MTSI analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+9.7%
Analysts raising
14
Analysts cutting
0
Fundamentals

MACOM Technology Solutions Holdings, Inc. (MTSI) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
87.8×

Cheaper than 8% of US stocks

Price / sales
18.1×

Cheaper than 10% of US stocks

Price / book
13.7×

Cheaper than 7% of US stocks

EV / EBITDA
75.4×

Cheaper than 3% of US stocks

Growth & margins
Revenue growth (YoY)
35.8%

Higher than 81% of US stocks

Earnings growth (YoY)
175.7%

Higher than 89% of US stocks

Gross margin
58.3%

Higher than 72% of US stocks

Operating margin
23.3%

Higher than 82% of US stocks

Net margin
20.7%

Higher than 83% of US stocks

Returns & dividend
Return on equity
17.2%

Higher than 78% of US stocks

Return on assets
6.4%

Higher than 83% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

MACOM Technology Solutions Holdings, Inc. (MTSI) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • MACOM Technology Solutions Holdings, Inc. has a market value of $21.1B and an enterprise value of $20.8B.

  • Revenue in the twelve months to 30 June 2026: $1.2B. The latest quarter grew 35.8% year on year.

  • Net income over the same four quarters: $240.9M, a 20.7% net margin.

  • Diluted earnings per share, trailing twelve months: $3.11.

  • Free cash flow in the twelve months to 30 June 2026: $123.8M.

  • Shares outstanding: 76.4M.

  • Trailing P/E: 87.8×; forward P/E: 32.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • MACOM Technology Solutions Holdings, Inc. employs 2,000 people — $582K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 24 Sept 2026

Data provided by Twelve Data

Peers

MTSI vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSemiconductors
CompanyMarket capTKN rank
MTSIMACOM Technology Solutions Holdings, Inc.$21.1B
85
SITMSiTime Corp.$18.3B
54
GFSGLOBALFOUNDRIES, Inc.$25.7B
81
LSCCLattice Semiconductor Corp.$16.6B
81
TSEMTower Semiconductor Ltd.$25.8B
78
SMTCSemtech Corp.$15.7B
76
ONON Semiconductor Corp.$29.8B
88

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own MACOM Technology Solutions Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest MTSI news & analysis

5 Top-Ranked High-Efficiency Stocks With Strong Profit Potential

Zacks Investment Research · 23 Sept 2026neutral

Zacks highlights five stocks known for high efficiency, with strong receivables, asset, inventory, and operating margin metrics. The article identifies these companies as having strong profit potential based on their operational efficiency.

Why it matters — MTSI watchers may assess whether the company's efficiency metrics compare favorably to the high-efficiency stocks featured in this list.

Does M/A-Com (MTSI) Have the Potential to Rally 41.35% as Wall Street Analysts Expect?

Zacks Investment Research · 21 Sept 2026positive

Analysts' mean price target for M/A-Com (MTSI) points to a roughly 41.4% potential upside in the stock, according to a Zacks Investment Research report. While the report notes that this price-target metric has not proven highly effective historically, it highlights that strong agreement among analysts in raising earnings estimates suggests an upside for the stock.

Why it matters — A MTSI watcher would care because the report highlights analyst consensus pointing to significant upside potential and rising earnings estimates, offering a gauge of market sentiment toward the company.

Chip Stocks Hit Ceiling During Sector Rebound. Macom Is A Standout.

Investors Business Daily · 18 Sept 2026positive

The Philadelphia semiconductor index (SOX) rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the sector rebound. Macom is highlighted as a standout performer during this market uptick.

Why it matters — The report singles out Macom as a standout in a rebounding chip sector, which could draw attention to MTSI among investors tracking semiconductor momentum.

BMO recommends betting on a recovery in this semiconductor stock

Invezz · 18 Sept 2026positive

A senior BMO Capital analyst, Harsh Kumar, issued a bullish research note on MACOM Technology (MTSI), upgrading the stock to Outperform and reiterating a $335 price objective. The news has contributed to the stock moving higher on Friday.

Why it matters — MTSI watchers would care because the upgrade and reiterated price target from a senior sell-side analyst reflect a bullish institutional view on the company's recovery prospects.

This Etsy Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday

Benzinga · 18 Sept 2026neutral

Wall Street analysts changed their outlooks on top names, with the piece highlighting upgrades for Friday, including an Etsy analyst turning bullish. The article directs readers to an analyst-ratings page for the full list of upgrades, downgrades and initiations.

Why it matters — MTSI watchers may use this roundup of analyst rating changes to follow sentiment shifts among covered stocks, though the item does not specifically mention MTSI.

FAQ

Frequently asked questions about MTSI stock

What is the MTSI stock price forecast for 2026-2027?

The 16 Wall Street analysts covering MACOM Technology Solutions Holdings, Inc. have a median 12-month price target of $380, with estimates ranging from $300 to $475. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is MTSI stock a buy right now?

Of the 16 analysts covering MACOM Technology Solutions Holdings, Inc., 13 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks MACOM Technology Solutions Holdings, Inc. 85 out of 100 across roughly 4,600 US stocks as at 23 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank MTSI?

As at 23 Sept 2026, MACOM Technology Solutions Holdings, Inc. ranks 85 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (98 of 100).

Will MTSI stock go up?

No one can know that. What the data says: the median 12-month target from 16 analysts implies +33.4% from the last close, and Ticker Nerd's factor model ranks MACOM Technology Solutions Holdings, Inc. 85 out of 100 as at 23 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the MTSI stock forecast for 2030?

No analyst covering MACOM Technology Solutions Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for MTSI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $300 to $475 over the next 12 months.

How has MTSI stock performed over the past year?

MACOM Technology Solutions Holdings, Inc. returned +125.0% over the 12 months to 24 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does MACOM Technology Solutions Holdings, Inc. do?

MACOM Technology Solutions Holdings, Inc. is a semiconductor company that designs, develops, manufactures, and markets high-performance analog and mixed-signal products.

What is the latest news on MTSI?

The most recent item we track (Zacks Investment Research, 23 Sept 2026): "5 Top-Ranked High-Efficiency Stocks With Strong Profit Potential". Zacks highlights five stocks known for high efficiency, with strong receivables, asset, inventory, and operating margin metrics. The article identifies these companies as having strong profit potential based on their operational efficiency.

Company

About MACOM Technology Solutions Holdings, Inc.

MACOM Technology Solutions Holdings, Inc. is a semiconductor company that designs, develops, manufactures, and markets high-performance analog and mixed-signal products. MACOM Technology Solutions Holdings, Inc. serves wireless and wireline applications across radio frequency, microwave, millimeter wave, and lightwave technologies, supplying components and subsystems used in communications infrastructure, data centers, industrial systems, and defense electronics. Its portfolio includes integrated circuits, multi-chip modules, amplifiers, switches, diodes, and optical semiconductor solutions that help customers build and improve complex electronic systems. The company focuses on products that support signal transmission, power management, and connectivity in markets where speed, efficiency, and reliability are essential. Headquartered in Lowell, Massachusetts, MACOM Technology Solutions Holdings, Inc. plays an important role in the semiconductor supply chain by providing specialized building blocks for advanced communication and sensing applications.

CEO Mr. Stephen G. Daly · 2,000 employees · United States · https://www.macom.com