
MTSI Stock Forecast & Price Target
MTSI Analyst Ratings
Bulls say
MACOM Technology Solns is benefiting from exceptional demand momentum in Data Center, Industrial & Defense, and Telecom, highlighted by record book-to-bill ratios of 1.6:1 and 1.5:1 and revenue of $342.2MM in F3Q26, up 35.8% Y/Y. Its outlook is reinforced by strong 800G and 1.6T optical demand, 200G photodetectors ramping into volume production, and a 75MW CW laser slated for production in late CY27, which together support management’s raised FY26 and FY27 growth expectations. Additional upside comes from expanding defense spending, 4-5 major LEO customers, and a new satellite optical communication win, while gross margin near 60% and EPS beats show improving operating leverage.
Bears say
MACOM Technology Solns is burdened by execution risk in new product development, where past delays and slow customer adoption could impair revenue growth and market share. Its financial profile is also vulnerable to gross margin swings from fabrication utilization, material costs, yields, and engineering complexity, while intense competition from Analog Devices, Broadcom, Inphi, Maxim Integrated Products, Microchip/Microsemi, and Qorvo may pressure pricing and profitability. The company’s dependence on external suppliers and acquisitions adds further uncertainty, and John and Susan Ocampo’s 30.0% beneficial ownership as of September 27th, 2019 raises governance and overhang concerns that could weigh on the stock.
This aggregate rating is based on analysts' research of MACOM Technology Solutions Holdings and is not a guaranteed prediction by Public.com or investment advice.
MTSI Analyst Forecast & Price Prediction
Start investing in MTSI
Order type
Buy in
Order amount
Est. shares
0 shares
FAQs About MACOM Technology Solutions Holdings (MTSI) Forecast
MTSI Analyst Forecast & Price Prediction
Start investing in MTSI
Order type
Buy in
Order amount
Est. shares
0 shares