
MTSI Stock Forecast & Price Target
MTSI Analyst Ratings
Bulls say
MACOM Technology Solutions Holdings Inc. has demonstrated strong financial performance, with I&D revenue increasing by 2% quarter-over-quarter and 21% year-over-year, driven by robust demand in defense, radar, and advanced communications sectors. The outlook for FY26 is particularly optimistic, with anticipated data center revenue growth of approximately 35% to 40% year-over-year, fueled by significant hyperscaler investments in high-speed optical products. Additionally, improved gross margins, projected to rise to 58%, alongside increased manufacturing capacity and operational efficiencies, support a positive long-term growth trajectory for the company.
Bears say
The financial outlook for MACOM Technology Solutions Holdings Inc appears negative due to a combination of delayed product launches, particularly in the low Earth orbit (LEO) segment, and a slowdown in telecom growth, which may limit operational flexibility and profitability. Increased competition is likely to pressure pricing levels, potentially reducing profit margins and market share, while the company's recent acquisitions could detract focus from core offerings, jeopardizing revenue streams. Additionally, the reliance on vendors for meeting demand and quality standards presents risks that could lead to decreased customer satisfaction and further hinder the firm's market position.
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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