MACOM Technology SolutionsMTSI
MTSI
0
Funds holding %
of 7,139 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
570% more call options, than puts
Call options by funds: $51.1M | Put options by funds: $7.63M
176% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 29
14% more capital invested
Capital invested by funds: $7.04B [Q3] → $8.06B (+$1.02B) [Q4]
12% more funds holding
Funds holding: 333 [Q3] → 373 (+40) [Q4]
2% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 115
2.12% less ownership
Funds ownership: 87.8% [Q3] → 85.68% (-2.12%) [Q4]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$140
16%
upside
Avg. target
$150
24%
upside
High target
$160
33%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Northland Capital Markets Tim Savageaux 60% 1-year accuracy 18 / 30 met price target | 16%upside $140 | Outperform Upgraded | 10 Feb 2025 |
Benchmark David Williams 51% 1-year accuracy 32 / 63 met price target | 33%upside $160 | Buy Reiterated | 10 Feb 2025 |
Financial journalist opinion
Based on 10 articles about MTSI published over the past 30 days
Positive
Seeking Alpha
1 day ago
MACOM Technology Solutions: I Am Waiting For A Cheaper Entry Point
I give a hold rating for MACOM Technology Solutions due to concerns about its high valuation despite strong business fundamentals and growth outlook. MTSI's data center business is a key growth driver, benefiting from AI-driven infrastructure investments, with the potential for >30% growth over an extended period. The CHIPS Act-funded expansion supports long-term margins by modernizing facilities and increasing production capacity, enhancing MTSI's ability to meet strong demand.
Neutral
Zacks Investment Research
1 week ago
M/A-Com (MTSI) International Revenue Performance Explored
Explore M/A-Com's (MTSI) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Positive
Zacks Investment Research
2 weeks ago
MACOM Q1 Earnings Beat: Will Strong Outlook Lift MTSI Stock?
MTSI's first-quarter fiscal 2025 results benefit from strong traction in products across telecom, data center, industrial and defense end markets.
Neutral
Zacks Investment Research
2 weeks ago
M/A-Com (MTSI) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for M/A-Com (MTSI) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Neutral
Seeking Alpha
2 weeks ago
MACOM Technology Solutions Holdings, Inc. (MTSI) Q1 2025 Earnings Call Transcript
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI ) Q1 2025 Earnings Conference Call February 6, 2025 8:30 AM ET Company Participants Steve Ferranti - VP of Corporate Development and IR Steve Daly - President and CEO Jack Kober - CFO Conference Call Participants Thomas O'Malley - Barclays David Williams - The Benchmark Company Tore Svanberg - Stifel Karl Ackerman - BNP Paribas Blayne Curtis - Jefferies Quinn Bolton - Needham and Company Srini Pajjuri - Raymond James Harsh Kumar - Piper Sandler Michael Mani - Bank of America Securities Peter Peng - J.P. Morgan Chase Operator Welcome to MACOM's First Fiscal Quarter 2025 Conference Call.
Positive
Zacks Investment Research
2 weeks ago
M/A-Com (MTSI) Q1 Earnings and Revenues Surpass Estimates
M/A-Com (MTSI) came out with quarterly earnings of $0.79 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $0.58 per share a year ago.
Neutral
Business Wire
2 weeks ago
MACOM Reports Fiscal First Quarter 2025 Financial Results
LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal first quarter ended January 3, 2025. First Quarter Fiscal Year 2025 GAAP Results Revenue was $218.1 million, an increase of 38.8%, compared to $157.1 million in the previous year fiscal first quarter and an increase of 8.7% compared to $200.7 million in the prior fiscal quarter; Gross margin was 53.
Neutral
Zacks Investment Research
2 weeks ago
Unlocking Q1 Potential of M/A-Com (MTSI): Exploring Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of M/A-Com (MTSI) for the quarter ended December 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Neutral
Business Wire
2 weeks ago
MACOM European Semiconductor Center (MESC) Awarded Contract
LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Inc. (“MACOM”) is pleased to announce that its France-based European Semiconductor Center (“MESC”), has been awarded a multi-year contract from Banque Publique d'Investissement (“BPI”) to lead the development and manufacturing of advanced semiconductor products, in collaboration with public and private sector partners. The ‘MAGENTA' program's goal is to develop next generation Ka-band Monolithic Microwave Integrated Circuit (“MMIC”) fro.
Neutral
Business Wire
4 weeks ago
MACOM to Report First Quarter 2025 Financial Results on February 6, 2025
LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its first quarter ended January 3, 2025, before market open on Thursday, February 6, 2025. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, February 6, 2025 hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice President and Chief Financial Officer.
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