MACOM Technology SolutionsMTSI
MTSI
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
570% more call options, than puts
Call options by funds: $51.1M | Put options by funds: $7.63M
190% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 29
18% more capital invested
Capital invested by funds: $6.89B [Q3] → $8.1B (+$1.21B) [Q4]
14% more funds holding
Funds holding: 332 [Q3] → 380 (+48) [Q4]
2% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 116
0.54% more ownership
Funds ownership: 85.89% [Q3] → 86.44% (+0.54%) [Q4]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$120
23%
upside
Avg. target
$135
39%
upside
High target
$160
64%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
Stifel Tore Svanberg 36% 1-year accuracy 20 / 55 met price target | 23%upside $120 | Buy Maintained | 17 Apr 2025 |
B of A Securities Vivek Arya 50% 1-year accuracy 56 / 113 met price target | 34%upside $130 | Buy Maintained | 16 Apr 2025 |
Truist Securities William Stein 22% 1-year accuracy 8 / 37 met price target | 28%upside $125 | Buy Initiated | 11 Apr 2025 |
Northland Capital Markets Tim Savageaux 30% 1-year accuracy 8 / 27 met price target | 44%upside $140 | Outperform Upgraded | 10 Feb 2025 |
Benchmark David Williams 21% 1-year accuracy 13 / 63 met price target | 64%upside $160 | Buy Reiterated | 10 Feb 2025 |
Financial journalist opinion
Based on 5 articles about MTSI published over the past 30 days
Positive
Benzinga
1 week ago
Truist Securities Bullish As MACOM Technology Taps AI, Satellites For Next Wave Of Growth
Truist Securities analyst William Stein initiated coverage on MACOM Technology Solutions Holdings MTSI with a Buy rating and a price target of $125 on Friday.
Positive
Zacks Investment Research
1 week ago
M/A-Com (MTSI) Soars 21.6%: Is Further Upside Left in the Stock?
M/A-Com (MTSI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Neutral
GlobeNewsWire
3 weeks ago
Innovative MACOM Solutions on Display at OFC 2025
LOWELL, Mass., March 27, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, will showcase its latest connectivity solutions at Booth 2028, during OFC 2025 from April 1 to 3, 2025 in San Francisco, California.
Neutral
GlobeNewsWire
3 weeks ago
MACOM Enhances Fronthaul Solutions With New Low Power EML Driver
LOWELL, Mass., March 26, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced the availability of a new MACOM PURE DRIVE™ EML laser driver with equalizer targeting low power linear SFP112 modules for next- generation 50G and 100G Fronthaul applications.
Neutral
GlobeNewsWire
3 weeks ago
MACOM Launches New High Performance Solutions for 1.6T Applications
LOWELL, Mass., March 25, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced the availability of four new 200G per lane solutions for 1.6T data center optical connectivity.
Neutral
Business Wire
1 month ago
MACOM to Demonstrate RF and Optical Products at SATELLITE 2025
LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, will showcase its latest satellite communications products at Booth 1333, during SATELLITE 2025 from March 11 to 13 in Washington, D.C. MACOM will host live demonstrations and present its advanced semiconductor and optical solutions, which are helping to shape the future of satellite communications. MACOM has been a trusted provider of high-reliability and high-quality soluti.
Positive
Seeking Alpha
1 month 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
2 months 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 months 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 months 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.
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