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MACOM Technology Solns (NASDAQ:MTSI) Azioni, Report sulle vendite allo scoperto

MACOM TECHNOLOGY SOLUTIONS H

MACOM Technology Solns

MACOM Technology Solutions Holdings Inc is a provider of analog, digital, and mixed-signal semiconductor solutions to original equipment manufacturers and distributors. These solutions are found in systems for industrial, medical, scientific, and test and measurement markets. The firm's portfolio of products includes integrated circuits, multichip modules, power pallets and transistors, diodes, amplifiers, switches and switch limiters, passive and active components, and complete subsystems. Roughly a third of the firm's revenue is generated in the United States, with the rest coming from China, Japan, Singapore, South Korea, and other countries across the world.

MACOM Technology

MACOM Technology Solutions Holdings, Inc. - Common Stock

MACOM Technology Solutions Holdings Inc

Barclays analyst Tom O'Malley maintains MACOM Technology Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) with a Overweight and raises the price target from $125 to $150.

News

Price Target

Analyst Ratings

MTSI

Barclays Maintains Overweight on MACOM Technology Solns, Raises Price Target to $150

Benchmark analyst David Williams reiterates MACOM Technology Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) with a Buy and maintains $160 price target.

Reiteration

Benchmark Reiterates Buy on MACOM Technology Solns, Maintains $160 Price Target

WIIM

MACOM Technology Solutions shares are trading higher after the company reported better-than-expected Q2 financial results and issued Q3 sales guidance above estimates.

MACOM Technology Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) is looking for Q3 Adj EPS of $0.87-$0.91 vs $0.88 analyst estimate. sees sales of $246.000 million-$254.000 million vs $237.20 million analyst estimate.

Guidance

MACOM Technology Solns Sees Q3 Adj EPS $0.87-$0.91 vs $0.88 Est; Sees Sales $246.000M-$254.000M vs $237.20M Est

MACOM Technology Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) reported quarterly earnings of $0.85 per share which beat the analyst consensus estimate of $0.84 by 1.19 percent. This is a 44.07 percent increase over earnings of $0.59 per share from the same period last year. The company reported quarterly sales of $235.89 million which beat the analyst consensus estimate of $229.51 million by 2.78 percent. This is a 30.16 percent increase over sales of $181.23 million the same period last year.

Earnings

Earnings Beats

MACOM Technology Solns Q2 Adj. EPS $0.85 Beats $0.84 Estimate, Sales $235.89M Beat $229.51M Estimate

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Shares of semiconductor companies are trading higher amid overall market strength due to March's strong durable goods orders economic data, and President Trump's announcement that he met with China earlier today.

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Shares of companies within the broader technology sector are trading higher amid overall market strength after President Trump said he had no intention of firing Fed Chair Powell. Additionally, Trump indicated the final tariff rate would be less than the current 145% but not 0%.

Barclays analyst Tom O'Malley maintains MACOM Technology Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) with a Overweight and lowers the price target from $160 to $125.

Barclays Maintains Overweight on MACOM Technology Solns, Lowers Price Target to $125

ASML

QCOC

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

TSEM

Shares of semiconductor companies are trading lower after Huawei announced it's preparing AI chips as an alternative to Nvidia. Additionally, trade restrictions and tariff concerns are weighing on stocks in the industry.

Stifel analyst Tore Svanberg maintains MACOM Technology Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) with a Buy and lowers the price target from $150 to $120.

Stifel Maintains Buy on MACOM Technology Solns, Lowers Price Target to $120

Analysts' ratings for MACOM Technology Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) over the last quarter vary from bullish to bearish, as provided by 4 analysts.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for MACOM Technology Solns, presenting an average target of $138.75, a high estimate of $160.00, and a low estimate of $125.00. A 2.06% drop is evident in the current average compared to the previous average price target of $141.67. 
<img src="https://www.benzinga.com/files/images/story/2025/1744808419_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The analysis of recent analyst actions sheds light on the perception of MACOM Technology Solns by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;-------------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Vivek Arya &#x7C;B of A Securities &#x7C;Lowers &#x7C;Buy &#x7C; $130.00&#x7C;$160.00 &#x7C; 
&#x7C;William Stein &#x7C;Truist Securities &#x7C;Announces &#x7C;Buy &#x7C; $125.00&#x7C;- &#x7C; 
&#x7C;Tim Savageaux &#x7C;Northland Capital Markets&#x7C;Raises &#x7C;Outperform &#x7C; $140.00&#x7C;$105.00 &#x7C; 
&#x7C;David Williams &#x7C;Benchmark &#x7C;Maintains &#x7C;Buy &#x7C; $160.00&#x7C;$160.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to MACOM Technology Solns. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of MACOM Technology Solns compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for MACOM Technology Solns's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of MACOM Technology Solns's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/MTSI/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on MACOM Technology Solns analyst ratings.</a>
<h2>Unveiling the Story Behind MACOM Technology Solns</h2>
MACOM Technology Solutions Holdings Inc is a provider of analog, digital, and mixed-signal semiconductor solutions to original equipment manufacturers and distributors. These solutions are found in systems for industrial, medical, scientific, and test and measurement markets. The firm's portfolio of products includes integrated circuits, multichip modules, power pallets and transistors, diodes, amplifiers, switches and switch limiters, passive and active components, and complete subsystems. Roughly a third of the firm's revenue is generated in the United States, with the rest coming from China, Japan, Singapore, South Korea, and other countries across the world.
<h3>MACOM Technology Solns's Economic Impact: An Analysis</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: MACOM Technology Solns's revenue growth over a period of 3M has been noteworthy. As of 31 December, 2024, the company achieved a revenue growth rate of approximately 38.8%. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of -76.81%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): MACOM Technology Solns's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of -14.71%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -9.31%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: MACOM Technology Solns's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.46, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>Analyst Ratings: Simplified</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Expectations For MACOM Technology Solns's Future

B of A Securities analyst Vivek Arya maintains MACOM Technology Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) with a Buy and lowers the price target from $160 to $130.

B of A Securities Maintains Buy on MACOM Technology Solns, Lowers Price Target to $130

Truist Securities analyst William Stein initiated coverage on MACOM Technology Solutions Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) with a Buy rating and a <a href="https://www.benzinga.com/quote/MTSI/analyst-ratings" target="_blank" rel="noreferrer noopener">price target of $125 on Friday</a>.
MACOM Technology is one of the largest suppliers of radio frequency (RF) and similar components. Stein noted that this mature, cyclical, innovative industry is growing at 5% annually.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44653936/broadcom-and-marvell-poised-for-growth-as-nvidias-cpo-push-faces-delays-analyst-reveals" rel="noreferrer noopener">Rising Tide Of AI Is So Strong That Semiconductor Optical Industry Projects $30 Billion Total Addressable Market By 2029</a>
MACOM Technology serves the defense, industrial, data center (AI) and telco end markets (with no consumer exposure). Recently, acquisitions have boosted MACOM Technology&#8217;s financial metrics, including revenue growth (above industry), EPS, and ROIC (above WACC). Stein expects this dynamic will continue in the future.
The most prominent is an AI-linked theme: optical components used in data center communications (growing 27% in the medium term). A more overlooked growth driver is components for low-earth orbit (LEO) commercial satellites (growing 68% in the medium term). A third driver is MACOM Technology&#8217;s extending its GaN-on-SiC semiconductor technology from the telco end market into the industrial, defense, and data center end markets (growing 18% in the medium term).
Stein expects these drivers to lift MACOM Technology&#8217;s medium-term growth by about 12%.
A significant part of MACOM Technology&#8217;s heritage business, including industrial and parts of telco, is cyclically depressed, down about 40% from its peak level. Stein expects these will recover over the next few years, which should boost MACOM Technology&#8217;s medium-term growth by about 3%.
Tariffs create more than typical volatility around unit demand, costs, and pricing. MACOM Technology will be affected, but Stein noted the effects will be somewhat more moderate than average, considering its geographic split of revenue and manufacturing.
If not for tariffs, Stein would have established a more optimistic model, including over $5 of EPS in calendar 2026; however, tariffs brought him to a more conservative result. Stein&#8217;s base case expectation is for MACOM Technology to deliver calendar 2026 revenue of $1.06 billion and EPS of $4.46. He projected calendar 2025 revenue of $960 million and EPS of $3.66.
The company historically trades at a five times premium to the peer group, which trades at 23 times. This suggests a 28 times P/E. 
MTSI Price Action: MTSI stock is up 0.15% at $99.42 at publication on Friday.
Read Next:
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Photo: Goran Gjorovski via Shutterstock

SPACE

Initiation

Tech

Trading Ideas

Truist Securities Bullish As MACOM Technology Taps AI, Satellites For Next Wave Of Growth

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Goldman Sachs analyst Noah Poponak downgraded the rating for Planet Labs PBC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PL#NYSE">PL</a>) from Buy to Neutral and lowered the price target from $6 to $3.5. Planet Labs shares closed at $3.36 on Thursday. <a href="https://www.benzinga.com/quote/pl/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Goldman Sachs analyst Noah Poponak downgraded the rating for Booz Allen Hamilton Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) from Buy to Neutral and lowered the price target from $150 to $109. Booz Allen Hamilton shares closed at $108.81 on Thursday. <a href="https://www.benzinga.com/quote/bah/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley analyst Kristine Liwag downgraded Joby Aviation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) from Overweight to Equal-Weight and lowers the price target from $10 to $7. Joby Aviation shares closed at $6.02 on Thursday. <a href="https://www.benzinga.com/quote/joby/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst Andrew Andersen downgraded Skyward Specialty Insurance Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKWD#NASDAQ">SKWD</a>) from Buy to Hold and cut the price target from $62 to $59. Skyward Specialty shares closed at $52.15 on Thursday. <a href="https://www.benzinga.com/quote/skwd/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst Mark Strouse downgraded the rating for Fluence Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FLNC#NASDAQ">FLNC</a>) from Overweight to Neutral and lowered the price target from $14 to $7. Fluence Energy shares closed at $3.86 on Friday.  <a href="https://www.benzinga.com/quote/flnc/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying BAH stock? Here&#8217;s what analysts think:
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="584" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11081119/image-82-1024x584.png" alt="" class="wp-image-867807" style="width:554px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11081119/image-82-1024x584.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11081119/image-82-300x171.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11081119/image-82-768x438.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/11081119/image-82.png 1082w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

Downgrades

This Booz Allen Hamilton Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday

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MACOM Technology Solns (NASDAQ:MTSI) Azioni, Report sulle vendite allo scoperto

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