Symbols / MTSI Stock $265.61 -4.95% MACOM Technology Solutions Holdings, Inc.

Technology • Semiconductors • United States • NMS
MTSI (Stock) Chart
O: — H: — L: — C: — V: —
SMA 20: SMA 50: SMA 200:
Stock Fundamentals
Scroll to Statements
Index EQUITY
Sector Technology
Industry Semiconductors
CEO Mr. Stephen G. Daly
Exch · Country NMS · United States
Market Cap 19.92B
Enterprise Value 19.73B
Income 162.09M
Sales 1.02B
FCF (ttm) 59.67M
Book/sh 18.04
Cash/sh 10.24
Employees 2,000
Insider 10d
IPO Mar 15, 2012
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 0.00%
P/E 120.73
Forward P/E 47.31
PEG 2.05
P/S 19.52
P/B 14.72
P/C
EV/EBITDA 90.42
EV/Sales 19.33
Quick Ratio 3.05
Current Ratio 3.96
Debt/Eq 42.49
LT Debt/Eq
EPS (ttm) 2.20
EPS next Y 5.61
EPS Growth
Revenue Growth 24.50%
EPS Gr Q/Q
Rev Gr Q/Q
Earnings (next) 2026-05-07
Earnings (prior) 2026-02-05
ROA 4.92%
ROE 12.95%
ROIC
Gross Margin 55.22%
Oper. Margin 15.94%
Profit Margin 15.88%
Shs Outstand 75.01M
Shs Float 67.63M
Insider Own 10.94%
Instit Own 97.05%
Short Float 4.62%
Short Ratio 2.80
Short Interest 3.08M
52W High 294.00
vs 52W High -9.66%
52W Low 99.78
vs 52W Low 166.20%
Beta 1.48
Impl. Vol. 0.78%
Rel Volume 0.87
Avg Volume 1.22M
Volume 1.06M
Target (mean) $279.73
Tgt Median $280.00
Tgt Low $240.00
Tgt High $305.00
# Analysts 15
Recom Buy
Prev Close $279.44
Price $265.61
Change -4.95%
About

MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless base stations, optical networks, radar and medical systems, satellite networks, and test and measurement applications. The company serves carrier infrastructure, which comprise long-haul/metro, 5G and 6G infrastructure, satellite communications, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company operates in the United States, China, Japan, Singapore, South Korea, Taiwan, and internationally. MACOM Technology Solutions Holdings, Inc. was formerly known as M/A-Com Technology Solutions Holdings, Inc. and changed its name to MACOM Technology Solutions Holdings, Inc. in 2016. MACOM Technology Solutions Holdings, Inc. was founded in 1950 and is based in Lowell, Massachusetts.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus Mean price target
2. Current target Latest analyst target
3. DCF / Fair value Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$265.61
Low
$240.00
High
$305.00
Mean
$279.73

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-04-16 main Stifel Buy → Buy $300
2026-04-13 main B of A Securities Buy → Buy $305
2026-04-10 init Loop Capital — → Buy $300
2026-02-06 main JP Morgan Neutral → Neutral $240
2026-02-06 main Stifel Buy → Buy $255
2026-02-06 main Truist Securities Buy → Buy $261
2026-02-06 main Benchmark Buy → Buy $260
2026-02-06 reit Needham Buy → Buy $250
2026-02-02 main Jefferies Buy → Buy $260
2026-01-21 main B of A Securities Buy → Buy $260
2026-01-16 main Stifel Buy → Buy $215
2025-12-19 main Truist Securities Buy → Buy $200
2025-12-15 init Susquehanna — → Neutral $200
2025-11-07 reit Truist Securities Buy → Buy $180
2025-11-07 main Barclays Overweight → Overweight $200
2025-11-07 main Benchmark Buy → Buy $190
2025-11-06 main Needham Buy → Buy $175
2025-07-18 main Stifel Buy → Buy $155
2025-07-07 main Truist Securities Buy → Buy $154
2025-06-24 main B of A Securities Buy → Buy $160
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-03-06 RIBAR GEOFFREY GEORGE Director 776 $0.00 $0
2026-03-06 CHUNG PETER Y Director 776 $0.00 $0
2026-03-06 SHANMUGARAJ MURUGESAN Director 776 $0.00 $0
2026-03-06 ROSENBAND JIHYE WHANG Director 776 $0.00 $0
2026-03-06 RITCHIE JOHN Director 776 $0.00 $0
2026-03-06 BLAND CHARLES R Director 776 $0.00 $0
2026-03-06 INGRAM BRYAN T Director 776 $0.00 $0
2026-02-26 DENNEHY ROBERT B Chief Operating Officer 18,398 $240.40 $4,512,098
2026-02-25 RIBAR GEOFFREY GEORGE Director 2,244 $253.59 $569,056
2026-02-25 OCAMPO JOHN L Beneficial Owner of more than 10% of a Class of Security 174,465 $0.00 $0
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-09-30 2024-09-30 2023-09-30 2022-09-30
Total Revenue
967.26
+32.58%
729.58
+12.52%
648.41
-3.96%
675.17
Operating Revenue
967.26
+32.58%
729.58
+12.52%
648.41
-3.96%
675.17
Cost Of Revenue
438.26
+30.51%
335.81
+27.87%
262.61
-2.37%
268.99
Reconciled Cost Of Revenue
438.26
+30.51%
335.81
+27.87%
262.61
-2.37%
268.99
Gross Profit
529.00
+34.34%
393.77
+2.07%
385.80
-5.02%
406.18
Operating Expense
399.35
+24.76%
320.11
+14.98%
278.40
+1.79%
273.51
Research And Development
244.47
+34.21%
182.16
+22.63%
148.54
+0.21%
148.23
Selling General And Administration
154.88
+12.28%
137.95
+6.24%
129.85
+3.65%
125.28
Total Expenses
837.61
+27.70%
655.91
+21.24%
541.01
-0.27%
542.50
Operating Income
129.65
+76.00%
73.67
-31.41%
107.40
-19.05%
132.67
Total Operating Income As Reported
129.65
+76.00%
73.67
-31.41%
107.40
-19.05%
132.67
EBITDA
39.79
-75.73%
163.91
-8.78%
179.69
-41.83%
308.90
Normalized EBITDA
232.88
+42.08%
163.91
-8.78%
179.69
-41.83%
308.90
Reconciled Depreciation
63.30
-5.88%
67.25
+28.95%
52.15
-8.87%
57.23
EBIT
-23.51
-124.32%
96.66
-24.21%
127.54
-49.32%
251.67
Total Unusual Items
-193.10
0.00
0.00
0.00
Total Unusual Items Excluding Goodwill
-193.10
0.00
0.00
0.00
Special Income Charges
-193.10
0.00
0.00
0.00
Other Special Charges
193.10
Impairment Of Capital Assets
Restructuring And Mergern Acquisition
0.00
Net Income
-54.21
-170.53%
76.86
-16.07%
91.58
-79.18%
439.95
Pretax Income
-29.02
-131.71%
91.53
-20.52%
115.16
-52.63%
243.12
Net Non Operating Interest Income Expense
24.34
+36.34%
17.85
+111.92%
8.42
+295.88%
-4.30
Interest Expense Non Operating
5.52
+7.40%
5.14
-58.53%
12.38
+44.83%
8.55
Net Interest Income
24.34
+36.34%
17.85
+111.92%
8.42
+295.88%
-4.30
Interest Expense
5.52
+7.40%
5.14
-58.53%
12.38
+44.83%
8.55
Interest Income Non Operating
29.85
+29.87%
22.99
+10.47%
20.81
+389.46%
4.25
Interest Income
29.85
+29.87%
22.99
+10.47%
20.81
+389.46%
4.25
Other Income Expense
-183.01
-1830240.00%
0.01
+101.50%
-0.67
-100.58%
114.75
Other Non Operating Income Expenses
10.08
+100740.00%
0.01
+101.50%
-0.67
-100.58%
114.75
Gain On Sale Of Security
Tax Provision
25.18
+71.71%
14.67
-37.80%
23.58
+111.98%
-196.84
Tax Rate For Calcs
0.00
+31.25%
0.00
-21.95%
0.00
-2.38%
0.00
Tax Effect Of Unusual Items
-40.55
0.00
0.00
0.00
Net Income Including Noncontrolling Interests
-54.21
-170.53%
76.86
-16.07%
91.58
-79.18%
439.95
Net Income From Continuing Operation Net Minority Interest
-54.21
-170.53%
76.86
-16.07%
91.58
-79.18%
439.95
Net Income From Continuing And Discontinued Operation
-54.21
-170.53%
76.86
-16.07%
91.58
-79.18%
439.95
Net Income Continuous Operations
-54.21
-170.53%
76.86
-16.07%
91.58
-79.18%
439.95
Normalized Income
98.34
+27.95%
76.86
-16.07%
91.58
-79.18%
439.95
Net Income Common Stockholders
-54.21
-170.53%
76.86
-16.07%
91.58
-79.18%
439.95
Diluted EPS
-0.73
-170.19%
1.04
-18.75%
1.28
-79.29%
6.18
Basic EPS
-0.73
-168.22%
1.07
-17.05%
1.29
-79.52%
6.30
Basic Average Shares
73.99
+2.82%
71.96
+1.64%
70.80
+1.46%
69.78
Diluted Average Shares
73.99
+0.56%
73.58
+2.90%
71.50
+0.47%
71.17
Diluted NI Availto Com Stockholders
-54.21
-170.53%
76.86
-16.07%
91.58
-79.18%
439.95
Line Item Trend 2025-09-30 2024-09-30 2023-09-30 2022-09-30
Total Assets
2,103.36
+19.81%
1,755.64
+13.03%
1,553.24
-1.18%
1,571.82
Current Assets
1,205.09
+33.44%
903.08
+18.64%
761.19
-6.38%
813.08
Cash Cash Equivalents And Short Term Investments
785.98
+35.07%
581.89
+13.09%
514.53
-12.28%
586.53
Cash And Cash Equivalents
112.14
-23.61%
146.81
-15.61%
173.95
+45.02%
119.95
Other Short Term Investments
673.83
+54.87%
435.08
+27.75%
340.57
-27.01%
466.58
Receivables
148.65
+40.63%
105.70
+15.83%
91.25
-10.14%
101.55
Accounts Receivable
148.65
+40.63%
105.70
+15.83%
91.25
-10.14%
101.55
Gross Accounts Receivable
149.53
+37.99%
108.36
+16.20%
93.26
-10.33%
104.00
Allowance For Doubtful Accounts Receivable
-0.89
+66.72%
-2.66
-32.83%
-2.00
+18.07%
-2.45
Inventory
237.84
+22.29%
194.49
+42.69%
136.30
+18.56%
114.96
Raw Materials
153.20
+26.37%
121.23
+46.79%
82.59
+13.77%
72.59
Work In Process
32.97
+165.65%
12.41
-13.08%
14.28
+14.65%
12.46
Finished Goods
51.67
-15.07%
60.85
+54.31%
39.43
+31.83%
29.91
Prepaid Assets
10.04
Other Current Assets
32.62
+55.35%
21.00
+9.87%
19.11
+90.38%
10.04
Total Non Current Assets
898.27
+5.36%
852.56
+7.64%
792.05
+4.39%
758.73
Net PPE
230.29
+30.83%
176.02
+17.74%
149.50
+20.85%
123.70
Gross PPE
503.20
+18.12%
426.02
+15.31%
369.47
+12.09%
329.63
Accumulated Depreciation
-272.91
-9.16%
-250.00
-13.65%
-219.98
-6.82%
-205.93
Properties
0.00
0.00
0.00
0.00
Land And Improvements
24.87
0.00
Buildings And Improvements
30.93
0.00
Machinery Furniture Equipment
342.62
+11.87%
306.27
+17.91%
259.75
+4.43%
248.73
Construction In Progress
27.46
+80.91%
15.18
+48.00%
10.26
-5.36%
10.84
Other Properties
38.97
-40.60%
65.60
+2.29%
64.13
+86.32%
34.42
Leases
38.36
-1.59%
38.98
+10.29%
35.34
-0.87%
35.65
Goodwill And Other Intangible Assets
414.88
+1.62%
408.29
+4.58%
390.39
+7.64%
362.67
Goodwill
336.31
+1.24%
332.20
+2.72%
323.40
+3.85%
311.42
Other Intangible Assets
78.57
+3.26%
76.09
+13.57%
66.99
+30.71%
51.25
Investments And Advances
2.50
Other Investments
2.50
Non Current Deferred Assets
208.00
-2.12%
212.50
-2.57%
218.11
-8.13%
237.41
Non Current Deferred Taxes Assets
208.00
-2.12%
212.50
-2.57%
218.11
-8.13%
237.41
Other Non Current Assets
45.10
-19.12%
55.76
+63.73%
34.06
-2.55%
34.95
Total Liabilities Net Minority Interest
776.26
+23.35%
629.30
+3.91%
605.64
-16.93%
729.07
Current Liabilities
325.12
+200.52%
108.18
+29.52%
83.53
-14.08%
97.21
Payables And Accrued Expenses
101.35
+58.95%
63.76
+40.39%
45.42
-10.88%
50.96
Payables
67.59
+56.45%
43.20
+73.04%
24.97
-18.76%
30.73
Accounts Payable
67.59
+56.45%
43.20
+73.04%
24.97
-18.76%
30.73
Current Accrued Expenses
33.76
+64.22%
20.56
+0.53%
20.45
+1.11%
20.23
Pensionand Other Post Retirement Benefit Plans Current
48.24
+56.77%
30.77
+14.27%
26.93
-22.75%
34.86
Current Debt And Capital Lease Obligation
167.86
+1904.73%
8.37
-0.56%
8.42
+12.54%
7.48
Current Debt
160.95
Other Current Borrowings
160.95
Current Capital Lease Obligation
6.91
-17.47%
8.37
-0.56%
8.42
+12.54%
7.48
Current Deferred Liabilities
7.68
+45.35%
5.28
+91.20%
2.76
-29.47%
3.92
Current Deferred Revenue
7.68
+45.35%
5.28
+91.20%
2.76
-29.47%
3.92
Total Non Current Liabilities Net Minority Interest
451.15
-13.43%
521.11
-0.19%
522.12
-17.37%
631.86
Long Term Debt And Capital Lease Obligation
370.13
-22.79%
479.41
+0.10%
478.91
-19.23%
592.95
Long Term Debt
339.63
-24.24%
448.28
+0.26%
447.13
-20.99%
565.92
Long Term Capital Lease Obligation
30.50
-2.01%
31.13
-2.03%
31.78
+17.55%
27.03
Other Non Current Liabilities
81.01
+94.26%
41.70
-3.49%
43.21
+11.07%
38.90
Stockholders Equity
1,327.10
+17.82%
1,126.34
+18.86%
947.60
+12.44%
842.75
Common Stock Equity
1,327.10
+17.82%
1,126.34
+18.86%
947.60
+12.44%
842.75
Capital Stock
0.07
+2.78%
0.07
+1.41%
0.07
+1.43%
0.07
Common Stock
0.07
+2.78%
0.07
+1.41%
0.07
+1.43%
0.07
Preferred Stock
0.00
0.00
0.00
0.00
Share Issued
74.50
+3.16%
72.22
+1.70%
71.01
+1.42%
70.02
Ordinary Shares Number
74.48
+3.16%
72.20
+1.70%
70.99
+1.42%
70.00
Treasury Shares Number
0.02
+0.00%
0.02
+0.00%
0.02
+0.00%
0.02
Additional Paid In Capital
1,562.38
+19.27%
1,309.95
+7.89%
1,214.20
+0.92%
1,203.14
Retained Earnings
-240.06
-29.17%
-185.85
+29.26%
-262.71
+25.85%
-354.29
Gains Losses Not Affecting Retained Earnings
5.03
+100.96%
2.50
+168.91%
-3.63
+37.87%
-5.85
Treasury Stock
0.33
+0.00%
0.33
+0.00%
0.33
+0.00%
0.33
Other Equity Adjustments
5.03
+100.96%
2.50
+168.91%
-3.63
+37.87%
-5.85
Total Equity Gross Minority Interest
1,327.10
+17.82%
1,126.34
+18.86%
947.60
+12.44%
842.75
Total Capitalization
1,666.72
+5.85%
1,574.62
+12.90%
1,394.73
-0.99%
1,408.67
Working Capital
879.97
+10.70%
794.89
+17.30%
677.67
-5.34%
715.87
Invested Capital
1,827.67
+16.07%
1,574.62
+12.90%
1,394.73
-0.99%
1,408.67
Total Debt
537.99
+10.29%
487.78
+0.09%
487.33
-18.84%
600.43
Net Debt
388.43
+28.84%
301.48
+10.36%
273.18
-38.74%
445.97
Capital Lease Obligations
37.41
-5.29%
39.50
-1.72%
40.20
+16.46%
34.51
Net Tangible Assets
912.21
+27.04%
718.05
+28.87%
557.21
+16.07%
480.08
Tangible Book Value
912.21
+27.04%
718.05
+28.87%
557.21
+16.07%
480.08
Line Item Trend 2025-09-30 2024-09-30 2023-09-30 2022-09-30
Operating Cash Flow
235.37
+44.72%
162.64
-2.56%
166.92
-5.69%
176.98
Cash Flow From Continuing Operating Activities
235.37
+44.72%
162.64
-2.56%
166.92
-5.69%
176.98
Net Income From Continuing Operations
-54.21
-170.53%
76.86
-16.07%
91.58
-79.18%
439.95
Depreciation Amortization Depletion
63.30
-5.88%
67.25
+28.95%
52.15
-8.87%
57.23
Depreciation And Amortization
63.30
-5.88%
67.25
+28.95%
52.15
-8.87%
57.23
Other Non Cash Items
-0.94
+8.75%
-1.03
+85.19%
-6.95
-1178.88%
0.64
Stock Based Compensation
79.36
+73.87%
45.64
+19.79%
38.10
-7.48%
41.19
Asset Impairment Charge
Deferred Tax
2.64
-46.69%
4.95
-75.01%
19.80
+109.88%
-200.43
Deferred Income Tax
2.64
-46.69%
4.95
-75.01%
19.80
+109.88%
-200.43
Operating Gains Losses
183.01
-114.91
Gain Loss On Investment Securities
-114.91
Change In Working Capital
-37.79
-21.79%
-31.03
-11.76%
-27.77
+40.53%
-46.69
Change In Receivables
-41.98
-149.81%
-16.80
-237.15%
12.25
+172.16%
-16.98
Changes In Account Receivables
-41.98
-149.81%
-16.80
-237.15%
12.25
+172.16%
-16.98
Change In Inventory
-26.56
+12.12%
-30.23
-185.95%
-10.57
+67.24%
-32.26
Change In Prepaid Assets
-6.76
-298.36%
3.41
+467.13%
-0.93
-116.67%
5.57
Change In Payables And Accrued Expense
34.02
+211.98%
10.90
+138.88%
-28.05
-760.28%
-3.26
Change In Accrued Expense
11.81
+261.24%
-7.33
+65.63%
-21.32
-277.72%
-5.64
Change In Payable
22.21
+21.83%
18.23
+370.88%
-6.73
-382.42%
2.38
Change In Account Payable
22.21
+21.83%
18.23
+370.88%
-6.73
-382.42%
2.38
Change In Other Working Capital
3.49
+106.64%
1.69
+454.62%
-0.48
-295.88%
0.24
Investing Cash Flow
-328.26
-81.23%
-181.13
-598.43%
36.34
+119.87%
-182.86
Cash Flow From Continuing Investing Activities
-328.26
-81.23%
-181.13
-598.43%
36.34
+119.87%
-182.86
Net PPE Purchase And Sale
-71.30
-217.74%
-22.44
-34.42%
-16.69
+36.98%
-26.49
Purchase Of PPE
-71.30
-217.74%
-22.44
+9.15%
-24.70
+6.84%
-26.51
Sale Of PPE
0.00
0.00
-100.00%
8.01
+34704.35%
0.02
Capital Expenditure
-82.17
-220.61%
-25.63
-3.76%
-24.70
+6.84%
-26.51
Net Investment Purchase And Sale
-232.21
-184.04%
-81.75
-158.09%
140.73
+149.53%
-284.12
Purchase Of Investment
-592.37
-38.87%
-426.56
-13.72%
-375.10
+29.06%
-528.76
Sale Of Investment
360.16
+4.45%
344.81
-33.15%
515.82
+110.85%
244.64
Net Business Purchase And Sale
-12.68
+82.53%
-72.61
+17.19%
-87.69
-168.64%
127.75
Purchase Of Business
-12.68
+82.53%
-72.61
+17.19%
-87.69
0.00
Net Intangibles Purchase And Sale
-10.87
-240.84%
-3.19
0.00
Purchase Of Intangibles
-10.87
-240.84%
-3.19
0.00
Net Other Investing Changes
-1.20
-5.45%
-1.14
0.02
Financing Cash Flow
58.10
+740.99%
-9.06
+93.92%
-149.02
-415.50%
-28.91
Cash Flow From Continuing Financing Activities
58.10
+740.99%
-9.06
+93.92%
-149.02
-415.50%
-28.91
Net Issuance Payments Of Debt
114.11
+8074.21%
-1.43
+98.83%
-121.97
-12645.56%
-0.96
Issuance Of Debt
115.38
0.00
0.00
0.00
Repayment Of Debt
-1.27
+11.39%
-1.43
+98.83%
-121.97
-12645.56%
-0.96
Long Term Debt Issuance
115.38
0.00
0.00
0.00
Long Term Debt Payments
-1.27
+11.39%
-1.43
+98.83%
-121.97
-12645.56%
-0.96
Net Long Term Debt Issuance
114.11
+8074.21%
-1.43
+98.83%
-121.97
-12645.56%
-0.96
Net Common Stock Issuance
-43.13
-203.36%
-14.22
+56.41%
-32.62
+9.40%
-36.00
Common Stock Payments
-43.13
-203.36%
-14.22
+56.41%
-32.62
+9.40%
-36.00
Repurchase Of Capital Stock
-43.13
-203.36%
-14.22
+56.41%
-32.62
+9.40%
-36.00
Proceeds From Stock Option Exercised
10.29
+56.23%
6.59
+18.16%
5.57
-30.77%
8.05
Net Other Financing Charges
-23.17
Changes In Cash
-34.80
-26.27%
-27.56
-150.81%
54.24
+255.91%
-34.79
Effect Of Exchange Rate Changes
0.13
-67.88%
0.41
+272.69%
-0.24
+86.76%
-1.80
Beginning Cash Position
146.81
-15.61%
173.95
+45.02%
119.95
-23.37%
156.54
End Cash Position
112.14
-23.61%
146.81
-15.61%
173.95
+45.02%
119.95
Free Cash Flow
153.20
+11.82%
137.01
-3.66%
142.22
-5.48%
150.47
Interest Paid Supplemental Data
3.22
-19.12%
3.98
-63.03%
10.78
+59.96%
6.74
Income Tax Paid Supplemental Data
16.19
+170.00%
6.00
+108.95%
2.87
+30.81%
2.19
Amortization Of Securities
-5.48
+27.59%
-7.56
+35.81%
-11.78
-107190.91%
0.01
Earnings Losses From Equity Investments
0.00
0.00
+100.00%
-114.91
Sale Of Business
0.00
0.00
-100.00%
127.75
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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