MTSITechnology · SemiconductorsThe 16 Wall Street analysts covering MACOM Technology Solutions Holdings, Inc. hold a median 12-month price target of $375 — +60.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 78 of 100 as at 3 Nov 2026 — inside the top quartile. Here, the model and the Street point the same way.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (88): 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 (11): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on MTSI, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +60.9% from it.
Of the 20 most recent actions, 3 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 27 Oct 2026 | Raymond James | Upgrade | Outperform | $300 |
| 18 Sept 2026 | BMO Capital | Upgrade | Outperform | $335 |
| 18 Sept 2026 | BMO Capital | Upgrade | Outperform | — |
| 21 Aug 2026 | BMO Capital | Initiates | Market Perform | — |
| 21 Aug 2026 | BMO Capital | Initiates | Market Perform | $335 |
| 7 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $427 → $475 |
| 7 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 6 Aug 2026 | Needham | Maintains | Buy | $400 → $410 |
| 6 Aug 2026 | Needham | Maintains | Buy | — |
| 21 July 2026 | Susquehanna | Maintains | Neutral | — |
| 21 July 2026 | Susquehanna | Maintains | Neutral | $350 → $300 |
| 24 June 2026 | Stifel | Maintains | Buy | $385 → $450 |
| 24 June 2026 | Stifel | Maintains | Buy | — |
| 22 May 2026 | Barclays | Maintains | Overweight | — |
| 8 May 2026 | Barclays | Maintains | Overweight | — |
| 8 May 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 8 May 2026 | JP Morgan | Maintains | Neutral | — |
| 8 May 2026 | Needham | Maintains | Buy | — |
| 8 May 2026 | Susquehanna | Maintains | Neutral | — |
| 8 May 2026 | Truist Securities | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
MTSI appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, MACOM Technology Solutions Holdings, Inc. returned +61.7% against +14.8% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 9% of US stocks
Cheaper than 10% of US stocks
Cheaper than 7% of US stocks
Cheaper than 4% of US stocks
Higher than 81% of US stocks
Higher than 89% of US stocks
Higher than 72% of US stocks
Higher than 82% of US stocks
Higher than 83% of US stocks
Higher than 77% of US stocks
Higher than 83% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $18.0B and an enterprise value of $16.7B.
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.
Trailing P/E: 74.5×; forward P/E: 27.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
MACOM Technology Solutions Holdings, Inc. employs 2,000 people — $582K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Zacks examines expected performance for M/A-Com (MTSI) in the quarter ended September 2026, looking beyond Wall Street’s revenue and earnings estimates to review key metrics.
Why it matters — The additional metrics may give MTSI watchers context for assessing the company’s upcoming quarterly results.
MACOM Technology Solutions is preparing to report Q4 earnings, which the excerpt says are set for robust growth. It cites data center strength, rising defense demand, and improving margins as drivers.
Why it matters — MTSI watchers may follow the upcoming results for indications of how these cited demand trends and margin improvements are reflected in the quarter.
Conestoga initiated positions in Allegro and Sterling Infrastructure and sold Workiva to reduce the portfolio’s software exposure amid concerns about potential AI disruption.
Why it matters — The portfolio activity mentions rising chip content per vehicle, a trend relevant to watchers of semiconductor companies such as MACOM, but does not discuss MACOM directly.
Macom Technology Solutions stock received an upgrade from Wall Street analysts on Tuesday, alongside Broadcom, as chip stocks overall rallied.
Why it matters — MTSI watchers may note the analyst upgrade amid a broader rally in chip stocks.
MACOM plans to announce its fourth-quarter and fiscal-year 2026 financial results before the market opens on November 5, 2026. The reported period ended October 2, 2026.
Why it matters — MTSI watchers may note the scheduled date for the company's upcoming financial results announcement.
The 16 Wall Street analysts covering MACOM Technology Solutions Holdings, Inc. have a median 12-month price target of $375, with estimates ranging from $300 to $475. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 16 analysts covering MACOM Technology Solutions Holdings, Inc., 14 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks MACOM Technology Solutions Holdings, Inc. 78 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, MACOM Technology Solutions Holdings, Inc. ranks 78 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 (88 of 100).
No one can know that. What the data says: the median 12-month target from 16 analysts implies +60.9% from the last close, and Ticker Nerd's factor model ranks MACOM Technology Solutions Holdings, Inc. 78 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
MACOM Technology Solutions Holdings, Inc. returned +61.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
MACOM Technology Solutions Holdings, Inc. is a semiconductor company that designs, develops, manufactures, and markets high-performance analog, digital, and mixed-signal components and modules.
The most recent item we track (Zacks Investment Research, 4 Nov 2026): "Wall Street's Insights Into Key Metrics Ahead of M/A-Com (MTSI) Q4 Earnings". Zacks examines expected performance for M/A-Com (MTSI) in the quarter ended September 2026, looking beyond Wall Street’s revenue and earnings estimates to review key metrics.
MACOM Technology Solutions Holdings, Inc. is a semiconductor company that designs, develops, manufactures, and markets high-performance analog, digital, and mixed-signal components and modules. Its portfolio includes integrated circuits, multi-chip modules, diodes, amplifiers, switches, switch limiters, transistors, power devices, passive and active components, and complete subsystems. These products support radio-frequency, microwave, millimeter-wave, and lightwave applications across data centers, telecommunications, industrial systems, defense electronics, aerospace, medical equipment, scientific instruments, and test-and-measurement platforms. MACOM serves original equipment manufacturers, system integrators, distributors, and other technology businesses that incorporate semiconductor solutions into communications infrastructure and specialized electronic systems. The company’s products help manage, amplify, convert, switch, and transmit high-frequency signals, making them fundamental components in advanced wired and wireless networks. Through its broad catalog of standard and customizable devices, MACOM occupies a specialized role within the semiconductor market, connecting component-level innovation with demanding infrastructure and industrial applications.
CEO Mr. Stephen G. Daly · 2,000 employees · United States · https://www.macom.com
