MACOM Technology Solutions Holdings Inc（MTSI）の株式分析MTSIMACOM Technology Solutions Holdings Inc

MACOM Technology Solutions Holdings, Inc. designs and manufactures high-performance semiconductor products for the industrial and defense, data center and telecommunications industries. Its services over 6,000 customers annually with a product portfolio that incorporates radio frequency (RF), microwave, analog and mixed signal and optical semiconductor technologies. The Company specializes in application, analog and mixed signal circuit design, compound semiconductor fabrication (including gallium arsenide (GaAs), gallium nitride (GaN), indium phosphide (InP) and specialized silicon), advanced packaging and back-end assembly and test. It offers a broad portfolio of standard and custom devices, which include integrated circuits (IC), multi-chip modules (MCM), diodes, amplifiers, switches and switch limiters, passive and active components and RF and optical subsystems. Its products are electronic components that its customers generally incorporate into larger electronic systems. It operates in the Technology sector (SEMICONDUCTORS & RELATED DEVICES industry).

MACOM Technology Solutions Holdings Inc (MTSI) is a good buy right now due to its strong revenue growth, with Q3 FY 2026 revenue reported at $342.2 million and an adjusted EPS of $1.40, indicating robust demand in the data center market. Additionally, the forward P/E ratio of 31.85 suggests that the stock is positioned for growth, especially with analysts projecting a price target of $375, which represents a potential upside of 41.3% from the current price of $265.27. The main risk is the current RSI of 39.31, indicating potential weakness in momentum, but the overall fundamentals and market outlook support a bullish stance.

11 analysts cover MTSI: 6 rate it Buy, 4 Hold and 1 Sell. The average price target is 193.50.