
MTSI Stock Forecast & Price Target
MTSI Analyst Ratings
Bulls say
MACOM Technology Solutions Holdings Inc. is expected to see an increase in gross margin to 57.5%, attributed to enhanced operational efficiencies and yields, particularly following advancements at its RTP manufacturing facility. The company's Data Center segment demonstrated robust growth, achieving a 42% year-over-year increase and a record growth of 48% in FY2025, indicating strong market demand for advanced interconnect solutions. Furthermore, the Industrial and Defense sector also posted record revenues and substantial growth in GaN-based products, positioning MACOM for continued double-digit growth and improved operating leverage in the upcoming fiscal periods.
Bears say
The outlook for MACOM Technology Solutions Holdings Inc. appears to be negative due to several key financial metrics and risks. Despite experiencing a year-over-year sales increase in the telecom segment, the quarter-over-quarter decline of 2% and a sales performance slightly below consensus indicate potential weakness in demand. Furthermore, anticipated reductions in interest income following a convertible debt repayment and ongoing concerns regarding inventory levels and competitive pressures present additional challenges that may hinder the company's financial growth.
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
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