MTSITechnology · SemiconductorsThe 14 Wall Street analysts covering MACOM Technology Solutions Holdings, Inc. hold a median 12-month price target of $400 — +26.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 83 of 100 as at 13 Aug 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 (99): 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.
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.
The green dot is the last close — the median target sits +26.4% from it.
Of the 20 most recent actions, 3 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 7 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $427 → $475 |
| 6 Aug 2026 | Needham | Maintains | Buy | $400 → $410 |
| 21 July 2026 | Susquehanna | Maintains | Neutral | $350 → $300 |
| 21 July 2026 | Susquehanna | Maintains | Neutral | — |
| 24 June 2026 | Stifel | Maintains | Buy | — |
| 24 June 2026 | Stifel | Maintains | Buy | $385 → $450 |
| 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 | — |
| 16 Apr 2026 | Stifel | Maintains | Buy | — |
| 13 Apr 2026 | B of A Securities | Maintains | Buy | — |
| 10 Apr 2026 | Loop Capital | Initiates | Buy | — |
| 6 Feb 2026 | Benchmark | Maintains | Buy | — |
| 6 Feb 2026 | JP Morgan | Maintains | Neutral | — |
| 6 Feb 2026 | Needham | Reiterates | Buy | — |
| 6 Feb 2026 | Stifel | 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.
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.
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 7% of US stocks
Cheaper than 9% of US stocks
Cheaper than 6% of US stocks
Cheaper than 3% 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 78% of US stocks
Higher than 83% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 →
Wall Street analysts' mean price target for M/A-Com (MTSI) suggests 28% upside, and broad agreement among analysts in raising earnings estimates points to further upside.
Why it matters — MTSI watchers would care because analyst sentiment on earnings estimates can signal near-term stock movement.
Zacks Investment Research published an article examining M/A-Com's (MTSI) international revenue trends and how they affect Wall Street analysts' forecasts and the stock's future prospects.
Why it matters — MTSI watchers would care because international revenue performance is a key driver of analyst estimates and can influence expectations for the company's stock.
MACOM Technology Solutions reported Q3 revenue growth of 35.8% and a nearly 70% surge in adjusted operating income, along with a record 1.6x book-to-bill ratio and 35% sequential Data Center guidance.
Why it matters — MTSI watchers would care because the accelerating demand, record bookings, and strong operating leverage signal robust momentum in the Data Center segment.
Seeking Alpha assigns MACOM Technology Solutions a Hold rating, noting strong operational execution and robust Q3 growth. However, it flags that the forward EV/EBITDA of 46x sits well above its five-year average, along with rising customer and China revenue concentration and $340.5 million in now-current convertible notes, with a probability-weighted valuation below the current share price.
Why it matters — MTSI watchers would care because the article highlights that despite strong recent performance, the stock trades at a historically elevated valuation with rising concentration risks and near-term convertible obligations, which could weigh on the shares.
MACOM Technology Solutions reported Q3 fiscal 2026 earnings and revenues that surpassed analyst estimates. Sales rose 35.8% year-over-year, driven by broad-based growth led by data center demand.
Why it matters — MTSI watchers would care because the company beat expectations and delivered strong year-over-year revenue growth, with data center demand serving as a key growth driver.
The 14 Wall Street analysts covering MACOM Technology Solutions Holdings, Inc. have a median 12-month price target of $400, with estimates ranging from $300 to $475. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 14 analysts covering MACOM Technology Solutions Holdings, Inc., 11 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks MACOM Technology Solutions Holdings, Inc. 83 out of 100 across roughly 4,600 US stocks as at 13 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Aug 2026, MACOM Technology Solutions Holdings, Inc. ranks 83 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 (99 of 100).
No one can know that. What the data says: the median 12-month target from 14 analysts implies +26.4% from the last close, and Ticker Nerd's factor model ranks MACOM Technology Solutions Holdings, Inc. 83 out of 100 as at 13 Aug 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 +152.3% over the 12 months to 14 Aug 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 and mixed-signal products.
The most recent item we track (Zacks Investment Research, 13 Aug 2026): "How Much Upside is Left in M/A-Com (MTSI)? Wall Street Analysts Think 28%". Wall Street analysts' mean price target for M/A-Com (MTSI) suggests 28% upside, and broad agreement among analysts in raising earnings estimates points to further upside.
MACOM Technology Solutions Holdings, Inc. is a semiconductor company that designs, develops, manufactures, and markets high-performance analog and mixed-signal products. Its portfolio includes integrated circuits, multi‑chip modules, amplifiers, switches, diodes, and other RF, microwave, millimeter wave, and lightwave components used to transmit, receive, and process signals across a wide range of frequencies. MACOM primarily serves the telecommunications, industrial and defense, and data center industries, providing critical components for wireless base stations, optical networking, radar systems, satellite communications, and test and measurement equipment. The company’s solutions are embedded in infrastructure supporting long-haul and metro networks, 5G and emerging 6G systems, and high-speed connectivity for cloud and enterprise data centers. Headquartered in Lowell, Massachusetts, MACOM operates globally and sells its products through a combination of direct sales, applications engineering support, independent sales representatives, resellers, and distributors, playing an important role in enabling high-reliability, high-bandwidth communications and sensing applications worldwide.
CEO Mr. Stephen G. Daly · 2,000 employees · United States · https://www.macom.com