MACOM Technology SolutionsMTSI
MTSI
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
665% more call options, than puts
Call options by funds: $30.2M | Put options by funds: $3.95M
1% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 112
0.23% more ownership
Funds ownership: 87.57% [Q2] → 87.8% (+0.23%) [Q3]
0% more capital invested
Capital invested by funds: $7.04B [Q2] → $7.04B (+$3.24M) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 6 [Q2] → 6 (+0) [Q3]
8% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 63
3% less funds holding
Funds holding: 341 [Q2] → 332 (-9) [Q3]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$105
28%
downside
Avg. target
$135
7%
downside
High target
$160
10%
upside
4 analyst ratings
2 positive
50%
2 neutral
50%
0 negative
0%
Northland Capital Markets Tim Savageaux 62% 1-year accuracy 16 / 26 met price target | 28%downside $105 | Market Perform Maintained | 11 Nov 2024 |
Barclays Tom O'Malley 40% 1-year accuracy 18 / 45 met price target | 10%upside $160 | Overweight Maintained | 8 Nov 2024 |
Benchmark David Williams 57% 1-year accuracy 27 / 47 met price target | 10%upside $160 | Buy Maintained | 8 Nov 2024 |
Piper Sandler Harsh Kumar 53% 1-year accuracy 19 / 36 met price target | 21%downside $115 | Neutral Maintained | 25 Oct 2024 |
Financial journalist opinion
Based on 3 articles about MTSI published over the past 30 days
Neutral
Business Wire
6 days ago
MACOM Announces Strategic Capital Investment Plan
LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), is pleased to announce its long-term investment plan to modernize its Massachusetts and North Carolina semiconductor wafer fabrication facilities. MACOM's five-year strategic investment plan of up to $345 million is supported by a recently executed preliminary, non-binding agreement with the CHIPS Program Office, which would provide for proposed direct funding from the U.S. Department of Commerce.
Positive
Zacks Investment Research
1 week ago
AI Optimism Fueling Semiconductor Sales: 4 Stocks With Growth Potential
Stocks like NVDA, AVGO, MTSI and SMTC are poised to gain from the soaring semiconductor sales.
Positive
Seeking Alpha
3 weeks ago
MACOM Technology Solutions: The Smart Way To Get Quantum Exposure
MACOM Technology is a top pick for 2025 due to its diverse semiconductor products and solutions for Industrial, Defense, and Telecommunications markets. The company's "Trusted Foundry" status and high-quality components position it well to benefit from advancements in quantum computing and other tech disruptions. MACOM's growth prospects are bolstered by its strategic acquisitions, such as ENGIN-IC, and its focus on expanding engineering capacity and product offerings.
Positive
Zacks Investment Research
1 month ago
Can These 3 Semiconductor Stocks Lead the Next Tech Rally in 2025?
MTSI, NVDA and SMTC are likely to ride on solid growth drivers and government funding initiatives to lead the next tech rally in 2025.
Positive
Zacks Investment Research
1 month ago
Has MACOM Technology Solutions (MTSI) Outpaced Other Computer and Technology Stocks This Year?
Here is how M/A-Com (MTSI) and Meta Platforms (META) have performed compared to their sector so far this year.
Neutral
Business Wire
1 month ago
MACOM Refinances Approximately 65% of Existing Convertible Notes with New Notes at 0% Coupon and 27.5% Conversion Premium
LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM” or the “Company”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced that it has entered into separate, privately negotiated exchange and subscription agreements with a limited number of holders of its 0.25% convertible senior notes due 2026 (the “Existing Convertible Notes”) in each case pursuant to exemptions from registration under the Securities Act of 1933, as amended (the “Securit.
Positive
Zacks Investment Research
1 month ago
Here's Why M/A-Com (MTSI) is a Great Momentum Stock to Buy
Does M/A-Com (MTSI) have what it takes to be a top stock pick for momentum investors? Let's find out.
Positive
Yahoo Finance
1 month ago
Why this underappreciated chipmaker may be a top pick
ou Basenese, MDB Capital Holdings President and Chief Market Strategist joins Julie Hyman on the latest installment of Yahoo Finance's Good Buy or Goodbye. Basenese dives into his top and bottom picks in the semiconductor industry. As a stock to buy, Lou Basenese highlights MACOM Technology Solutions (MTSI). “The stock is on the move, the momentum is intact," he tells Yahoo Finance, also emphasizing MACOM's "big IP portfolio" and patents that leverage strong margins in niche industries.
Neutral
Zacks Investment Research
1 month ago
Buy 5 Mid-Cap Stocks Poised to Turn Into Large Caps in 2025
These mid-cap stocks have the potential to become large-caps in 2025. These are: MTSI, MASI, DRS, CRS, INGR.
Neutral
Zacks Investment Research
2 months ago
Interpreting M/A-Com (MTSI) International Revenue Trends
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.
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