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

Last close, 3 Sept 2026
$260
+0.93% on the day

The 16 Wall Street analysts covering MACOM Technology Solutions Holdings, Inc. hold a median 12-month price target of $380 — +46.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 81 of 100 as at 2 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$20.0B
Ticker Nerd rank
81 / 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
−6.2%
1M
+1.5%
YTD
+51.8%
1Y
+99.7%
From 52W high
−36.5%
From 52W low
+112.8%
$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 2 Sept 2026
81 / 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
99
Issuance
81
Momentum
80
Growth
79
Volatility
77
Quality
68
Value
42
Accruals
30
Size
10

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.

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
12 Buy4 Hold0 Sell
Low $300Median $380High $475

The green dot is the last close — the median target sits +46.2% from it.

Recent analyst actionsNewest first

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

DateFirmActionRatingTarget
21 Aug 2026BMO CapitalInitiatesMarket Perform$335
7 Aug 2026Evercore ISI GroupMaintainsOutperform—
7 Aug 2026Evercore ISI GroupMaintainsOutperform$427 → $475
6 Aug 2026NeedhamMaintainsBuy—
6 Aug 2026NeedhamMaintainsBuy$400 → $410
21 July 2026SusquehannaMaintainsNeutral$350 → $300
21 July 2026SusquehannaMaintainsNeutral—
24 June 2026StifelMaintainsBuy—
24 June 2026StifelMaintainsBuy$385 → $450
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—
10 Apr 2026Loop CapitalInitiatesBuy—
6 Feb 2026BenchmarkMaintainsBuy—

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 3 Sept 2026, MACOM Technology Solutions Holdings, Inc. returned +99.7% against +21.4% 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
83.4×

Cheaper than 9% of US stocks

Price / sales
17.2×

Cheaper than 10% of US stocks

Price / book
13.0×

Cheaper than 8% of US stocks

EV / EBITDA
72.1×

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 $20.0B and an enterprise value of $19.9B.

  • 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: 83.4×; forward P/E: 30.9× — 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 2 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.$20.0B
81
SITMSiTime Corp.$17.1B
54
TSEMTower Semiconductor Ltd.$23.1B
78
LSCCLattice Semiconductor Corp.$15.6B
80
GFSGLOBALFOUNDRIES, Inc.$24.3B
80
ONON Semiconductor Corp.$29.1B
87
CRDOCredo Technology Group Holding Ltd.$29.8B
58

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

Buy Analog-Mixed Signal Players MACOM, Monolithic & Semtech

Zacks Investment Research · 1 Sept 2026positive

Zacks Investment Research highlights that strength in AI and a recovery in the auto and industrial sectors are driving growth in the Analog/Mixed-signal industry. The report identifies MACOM (MTSI), along with Monolithic Power Systems (MPWR) and Semtech (SMTC), as players positioned to benefit from these trends.

Why it matters — MTSI watchers would care because the report suggests the company is well-positioned within an industry benefiting from AI demand and a recovery in key end markets.

Wall Street Analysts Predict a 46.99% Upside in M/A-Com (MTSI): Here's What You Should Know

Zacks Investment Research · 31 Aug 2026neutral

Wall Street analysts' average price target for M/A-Com (MTSI) implies a potential 47% upside, though the article notes such metrics can be unreliable. It points to positive earnings estimate revisions as a possibly more meaningful indicator.

Why it matters — MTSI watchers may consider the analyst price target as a data point, but the article emphasizes that earnings estimate revisions could be a more credible signal for the stock's direction.

Buy 3 Momentum Anomaly Stocks as Surging Oil Prices Rattle Markets

Zacks Investment Research · 19 Aug 2026positive

Zacks Investment Research highlights MACOM as one of three momentum anomaly stocks, noting its strong one-year gains and recent pullback amid oil-price volatility that is rattling markets.

Why it matters — The item identifies MACOM as a momentum stock with strong recent performance, which may be of interest to investors tracking the company's share-price trajectory.

How Much Upside is Left in M/A-Com (MTSI)? Wall Street Analysts Think 28%

Zacks Investment Research · 13 Aug 2026positive

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.

Why M/A-Com (MTSI) International Revenue Trends Deserve Your Attention

Zacks Investment Research · 11 Aug 2026neutral

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.

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., 12 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks MACOM Technology Solutions Holdings, Inc. 81 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank MTSI?

As at 2 Sept 2026, MACOM Technology Solutions Holdings, Inc. ranks 81 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).

Will MTSI stock go up?

No one can know that. What the data says: the median 12-month target from 16 analysts implies +46.2% from the last close, and Ticker Nerd's factor model ranks MACOM Technology Solutions Holdings, Inc. 81 out of 100 as at 2 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 +99.7% over the 12 months to 3 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, 1 Sept 2026): "Buy Analog-Mixed Signal Players MACOM, Monolithic & Semtech". Zacks Investment Research highlights that strength in AI and a recovery in the auto and industrial sectors are driving growth in the Analog/Mixed-signal industry. The report identifies MACOM (MTSI), along with Monolithic Power Systems (MPWR) and Semtech (SMTC), as players positioned to benefit from these trends.

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