MTSITechnology · SemiconductorsThe 16 Wall Street analysts covering MACOM Technology Solutions Holdings, Inc. hold a median 12-month price target of $380 — +8.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 83 of 100 as at 6 Oct 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 (8): 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +8.4% from it.
Of the 20 most recent actions, 3 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 18 Sept 2026 | BMO Capital | Upgrade | Outperform | $335 |
| 21 Aug 2026 | BMO Capital | Initiates | Market Perform | $335 |
| 21 Aug 2026 | BMO Capital | Initiates | Market Perform | — |
| 7 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 7 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $427 → $475 |
| 6 Aug 2026 | Needham | Maintains | Buy | $400 → $410 |
| 6 Aug 2026 | Needham | Maintains | Buy | — |
| 21 July 2026 | Susquehanna | Maintains | Neutral | $350 → $300 |
| 21 July 2026 | Susquehanna | Maintains | Neutral | — |
| 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 | — |
| 16 Apr 2026 | Stifel | Maintains | Buy | — |
| 13 Apr 2026 | B of A 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.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 6 Oct 2026, MACOM Technology Solutions Holdings, Inc. returned +166.2% against +17.3% 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 7% of US stocks
Cheaper than 9% of US stocks
Cheaper than 6% of US stocks
Cheaper than 2% 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
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 $24.6B and an enterprise value of $24.3B.
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: 102.4×; forward P/E: 37.9× — 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 reports that MACOM Technology Solutions, Taiwan Semiconductor Manufacturing and Entegris posted notable gains over the last month, with AI-related demand providing an industry-wide tailwind.
Why it matters — The item links MTSI’s recent gains to AI-related demand across the industry.
MACOM announced it will exhibit its RF and microwave products and technologies at European Microwave Week (EuMW), held in London, England from October 6-8, 2026. The announcement was made via press release on September 29, 2026.
Why it matters — MTSI watchers would care because the company's participation at a major European industry event highlights its ongoing engagement and visibility in the RF and microwave semiconductor market.
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.
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.
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.
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.
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. 83 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Oct 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 16 analysts implies +8.4% from the last close, and Ticker Nerd's factor model ranks MACOM Technology Solutions Holdings, Inc. 83 out of 100 as at 6 Oct 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 +166.2% over the 12 months to 6 Oct 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, 6 Oct 2026): "These 3 Red-Hot Stocks Have Benefited From AI Tailwinds". Zacks reports that MACOM Technology Solutions, Taiwan Semiconductor Manufacturing and Entegris posted notable gains over the last month, with AI-related demand providing an industry-wide tailwind.
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
