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Pokedex/Fabless/MTSI
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Fabless·MTSI
MACOM Technology Solutions Holdings, Inc. logo

MACOM Technology Solutions Holdings, Inc.

NASDAQ · US

RF, microwave, analog, and optical semiconductor designer.

AI relevance

High-speed optical and connectivity silicon for data center networks.

FablessOpticsNetworkingOtherOtherOther

Price

$266.23

Change

+0.05 (+0.02%)

Market cap

$20.3B

52w range

$122–$419

Exchange

NASDAQ

Country

US

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Subscribe or sign in with your Substack email for charts, exports, estimates, transcripts, filings, earnings, and news.

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Price chart

MTSI market performance

Daily close for MACOM Technology Solutions Holdings, Inc.

$99.18$182.6$265.9$349.3$432.7Aug 25Nov 25Feb 26May 26Aug 26
Latest close
$265.5
Range move
+$141.9 (+114.9%)
Range high
$409.7
Range low
$122.2
Latest volume
269.7K
Source
FMP EOD
Downloads

Exports

Download statements, ratios, chart data, and transcript indexes.

CSV

Income statement

12 annual rows

Revenue, gross profit, R&D, operating income, EBITDA, net income, and EPS.

Annual

Balance sheet

12 annual rows

Cash, receivables, inventory, PP&E, assets, debt, liabilities, and equity.

Annual

Cash flow

12 annual rows

Operating cash flow, capital expenditures, and free cash flow.

Annual

Key metrics

12 annual rows

Enterprise value, valuation multiples, returns, yields, and cash conversion.

Annual

Ratios

12 annual rows

Margins, liquidity ratios, valuation ratios, leverage, and per-share metrics.

Annual

Chart data

1255 rows

Five years of daily close and volume data powering the company chart.

Download

Transcript list

55 rows

Available earnings-call transcript dates by fiscal year and quarter.

Download
StreetBuy

Analyst expectations

Consensus target
$401.25
+50.7%
Target range
$300.00 - $475.00
Rating mix
Buy
24 ratings
Next FY revenue
$1.32B
2026-10-03
Next FY EPS
$5.51
$4.69 - $5.66
Rating consensus24 ratings

Strong buy

0

Buy

15

Hold

7

Sell

2

Strong sell

0

Annual estimates
PeriodRevenue avgRevenue rangeEPS avgEPS rangeEBITDA avgEBIT avgNet income avgSG&A avgAnalysts
2026-10-03$1.32B$1.24B - $1.34B$5.51$4.69 - $5.66$321.5M$205.5M$382.8M$200.9M11 rev / 11 EPS
2027-10-03$1.80B$1.52B - $1.99B$8.48$5.58 - $9.71$436.2M$278.8M$671.7M$272.5M11 rev / 11 EPS
2028-10-03$2.09B$2.00B - $2.27B$9.96$8.90 - $10.44$508.2M$324.8M$715.4M$317.5M6 rev / 5 EPS
2029-10-03$2.47B$2.36B - $2.61B$12.48$11.75 - $13.45$599.0M$382.9M$923.3M$374.2M4 rev / 1 EPS
Quarterly estimates
PeriodRevenue avgRevenue rangeEPS avgEPS rangeEBITDA avgEBIT avgNet income avgSG&A avgAnalysts
2026-10-03$420.1M$419.9M - $420.5M$2.00$1.22 - $2.13$102.0M$65.2M$156.7M$63.7M9 rev / 11 EPS
2027-01-03$429.3M$353.0M - $463.0M$2.02$1.30 - $2.32$104.2M$66.6M$158.4M$65.1M8 rev / 9 EPS
2027-04-03$440.1M$418.8M - $451.6M$2.08$1.95 - $2.15$106.9M$68.3M$162.8M$66.8M4 rev / 7 EPS
2027-07-03$451.4M$429.6M - $463.3M$2.15$2.01 - $2.22$109.6M$70.1M$168.4M$68.5M6 rev / 3 EPS
2027-10-03$465.4M$442.9M - $477.6M$2.24$2.10 - $2.32$113.0M$72.2M$175.9M$70.6M4 rev / 4 EPS
2028-01-03$485.1M$461.6M - $497.8M$2.30$2.16 - $2.38$117.8M$75.3M$180.5M$73.6M5 rev / 6 EPS
2028-04-03$501.8M$477.6M - $515.0M$2.34$2.19 - $2.42$121.9M$77.9M$183.2M$76.1M3 rev / 4 EPS
2028-07-03$520.3M$495.2M - $534.0M$2.43$2.28 - $2.51$126.3M$80.8M$190.5M$78.9M5 rev / 4 EPS
Price target history
WindowTargetsAverage target
Last month2$405.00
Last quarter6$410.00
Last year24$309.29
All time38$230.47

Sources: TheFly, StreetInsider, Benzinga

Latest grade actions
DateFirmActionPreviousNew
2026-08-07Evercore ISI GroupMaintainOutperformOutperform
2026-08-06NeedhamMaintainBuyBuy
2026-07-21SusquehannaMaintainNeutralNeutral
2026-06-24StifelMaintainBuyBuy
2026-05-22BarclaysMaintainOverweightOverweight
2026-05-08JP MorganMaintainNeutralNeutral
2026-05-08BarclaysMaintainOverweightOverweight
2026-05-08Evercore ISI GroupMaintainOutperformOutperform
Historical rating snapshots
DateStrong buyBuyHoldSellStrong sell
2026-08-0139300
2026-07-0139300
2026-06-0139300
2026-05-01310300
2026-04-01310300
2026-03-0139400
2026-02-0139400
2026-01-0139400
FinancialsFY 2025

Financials

Revenue
$967.3M
Gross margin
54.9%
Operating income
$129.7M
Free cash flow
$153.2M
Cash + ST investments
$786.0M
Net debt
$425.8M
ROE
-4.1%
ROIC
6.7%
EV / sales
10.2x
EV / EBITDA
247.6x
R&D / revenue
25.3%
Current ratio
3.7x
Income statement annual
PeriodRevenueGross profitGross marginR&DOperating incomeEBITDANet incomeEPS
FY 2025$967.3M$531.4M54.9%$244.5M$129.7M$39.8M-$54.2M$-0.73
FY 2024$729.6M$371.4M50.9%$177.4M$83.9M$163.9M$76.9M$1.07
FY 2023$648.4M$362.1M55.8%$148.5M$116.5M$179.7M$91.6M$1.29
FY 2022$675.2M$380.6M56.4%$148.2M$132.7M$304.6M$440.0M$6.30
FY 2021$606.9M$310.9M51.2%$138.8M$81.0M$133.5M$38.0M$0.55
FY 2020$530.0M$237.3M44.8%$141.3M$4.5M$64.6M-$46.1M$-0.69
FY 2019$499.7M$175.8M35.2%$163.5M-$95.8M-$282.9M-$383.8M$-5.88
FY 2018$570.4M$197.6M34.6%$177.7M-$90.0M-$11.5M-$140.0M$-2.16
FY 2017$698.8M$334.6M47.9%$148.0M$47.6M$72.4M-$169.5M$-2.79
FY 2016$544.3M$261.5M48.0%$107.7M$37.4M$67.4M$1.4M$0.03
FY 2015$420.6M$198.8M47.3%$82.2M$23.4M$57.7M$48.6M$0.95
FY 2014$418.7M$139.1M33.2%$71.4M$2.5M$2.9M-$15.3M$-0.33
Cash flow annual
PeriodOperating cash flowCapexFree cash flow
FY 2025$235.4M$71.3M$153.2M
FY 2024$162.6M$22.4M$140.2M
FY 2023$166.9M$24.7M$142.2M
FY 2022$177.0M$26.5M$150.5M
FY 2021$148.4M$18.0M$130.5M
FY 2020$171.4M$17.6M$153.8M
FY 2019$20.7M$38.0M-$17.3M
FY 2018$36.3M$53.0M-$16.8M
FY 2017$61.0M$32.8M$28.2M
FY 2016$79.2M$32.1M$47.1M
FY 2015$33.7M$41.6M-$7.9M
FY 2014$25.0M$22.5M$2.5M
Balance sheet annual
PeriodCash + ST inv.ReceivablesInventoryPP&EAssetsDebtNet debtLiabilitiesEquity
FY 2025$786.0M$148.6M$237.8M$230.3M$2.10B$538.0M$425.8M$776.3M$1.33B
FY 2024$581.9M$105.7M$194.5M$176.0M$1.76B$487.8M$341.0M$629.3M$1.13B
FY 2023$514.5M$91.3M$136.3M$149.5M$1.55B$487.3M$313.4M$605.6M$947.6M
FY 2022$586.5M$101.6M$115.0M$123.7M$1.57B$600.4M$480.5M$729.1M$842.7M
FY 2021$344.9M$84.6M$82.7M$120.5M$1.13B$528.5M$372.0M$662.4M$471.7M
FY 2020$333.2M$45.9M$91.6M$118.9M$1.15B$697.0M$567.6M$846.3M$300.1M
FY 2019$176.7M$86.5M$107.9M$132.6M$1.10B$692.7M$617.2M$791.7M$311.5M
FY 2018$192.9M$115.0M$122.8M$149.9M$1.48B$694.7M$600.1M$813.8M$668.7M
FY 2017$214.2M$154.6M$136.1M$131.0M$1.64B$686.4M$556.3M$859.7M$777.4M
FY 2016$356.8M$129.9M$114.9M$99.2M$1.19B$583.5M$250.6M$725.8M$462.8M
FY 2015$161.9M$84.0M$79.9M$83.8M$866.3M$344.6M$222.3M$441.7M$424.5M
FY 2014$173.9M$62.3M$73.6M$50.4M$682.2M$346.7M$172.8M$453.7M$228.6M
Annual ratios and key metrics
PeriodGross marginOp marginNet marginCurrentQuickROEROICEV / salesEV / EBITDAFCF yieldR&D / rev.Cash cycle
FY 202554.9%13.4%-5.6%3.7x3.0x-4.1%6.7%10.2x247.6x1.6%25.3%199d
FY 202450.9%11.5%10.5%8.3x6.5x6.8%4.3%11.5x51.0x1.7%24.3%207d
FY 202355.8%18.0%14.1%9.1x7.5x9.7%6.3%9.4x33.9x2.5%22.9%193d
FY 202256.4%19.7%65.2%8.4x7.2x52.2%9.0%6.1x13.4x4.2%22.0%159d
FY 202151.2%13.3%6.3%5.6x4.7x8.0%6.8%8.0x36.3x2.9%22.9%117d
FY 202044.8%0.9%-8.7%5.1x4.1x-15.4%0.4%5.3x43.6x6.8%26.7%117d
FY 201935.2%-19.2%-76.8%5.3x3.9x-123.2%-8.4%4.1x-7.2x-1.2%32.7%157d
FY 201834.6%-15.8%-24.5%4.3x3.1x-20.9%-5.6%3.3x-164.6x-1.3%31.2%153d
FY 201747.9%6.8%-24.3%4.8x3.6x-21.8%3.1%4.7x45.1x1.0%21.2%170d
FY 201648.0%6.9%0.3%6.7x5.4x0.3%0.6%4.4x35.9x2.2%19.8%196d
FY 201547.3%5.6%11.6%5.4x4.3x11.4%1.1%4.0x29.2x-0.5%19.5%156d
FY 201433.2%0.6%-3.7%4.4x3.5x-6.7%0.2%2.9x417.5x0.2%17.0%147d
Annual growth
PeriodRevenueGross profitR&DOp incomeNet incomeEPSFCFCapexCash + ST inv.InventoryAssetsDebt
FY 2025+32.6%+43.1%+37.8%+54.6%-170.5%-168.2%+9.3%-266.2%+35.1%+22.3%+19.8%+10.3%
FY 2024+12.5%+2.6%+19.4%-28.0%-16.1%-17.1%-1.4%+9.1%+13.1%+42.7%+13.0%+0.1%
FY 2023-4.0%-4.9%+0.2%-12.2%-79.2%-79.5%-5.5%+6.8%-12.3%+18.6%-1.2%-18.8%
FY 2022+11.2%+22.4%+6.8%+63.8%+1058.6%+1045.5%+15.3%-47.7%+70.1%+39.0%+38.6%+13.6%
FY 2021+14.5%+31.0%-1.8%+1689.3%+182.4%+179.7%-15.2%-2.2%+3.5%-9.7%-1.1%-24.2%
FY 2020+6.1%+35.0%-13.5%+104.7%+88.0%+88.3%+991.1%+53.7%+88.5%-15.1%+3.9%+0.6%
FY 2019-12.4%-11.0%-8.0%-6.5%-174.2%-172.2%-3.1%+28.4%-8.4%-12.2%-25.6%-0.3%
FY 2018-18.4%-40.9%+20.1%-289.0%+17.4%+22.6%-159.3%-61.7%-10.0%-9.7%-9.4%+1.2%
FY 2017+28.4%+28.0%+37.4%+27.4%-11919.6%-9400.0%-40.1%-2.2%-40.0%+18.4%+37.7%+17.6%
FY 2016+29.4%+31.5%+31.0%+59.9%-97.0%-96.8%+695.1%+22.8%+120.4%+43.8%+37.2%+69.4%
FY 2015+0.5%+42.9%+15.2%+836.4%+417.1%+387.9%-412.3%-85.2%-6.9%+8.7%+27.0%-0.6%
FY 2014+31.4%+0.5%+75.6%-95.1%-155.3%-155.0%-89.5%-77.3%+57.4%+36.3%+124.4%0.0%
Segments

Revenue Mix

Latest product mix

Not available.

Latest geography mixFY 2024 · $729.6M
UNITED STATES$327.7M · 44.9%
CHINA$177.7M · 24.4%
Other Countries$134.9M · 18.5%
Asia Pacific$89.3M · 12.2%
Product revenue annual

No segment history on file.

Geography revenue annual
PeriodTotalUNITED STATESCHINAAsia PacificOther CountriesInternationalU STAIWAN, PROVINCE OF CHINA
FY 2024$729.6M$327.7M$177.7M$89.3M$134.9M------
FY 2023$648.4M$313.4M$129.9M$90.7M$114.5M------
FY 2022$675.2M$315.3M$176.0M$107.1M$76.8M------
FY 2021$606.9M$277.9M$165.9M$93.6M$69.6M------
FY 2020$530.0M$217.5M$193.0M$85.0M$34.6M------
FY 2019$499.7M$239.5M$132.3M$80.1M$47.7M------
FY 2018$570.4M$273.0M$159.8M$79.6M$58.1M------
FY 2017$698.8M$265.0M$206.1M$170.8M$56.8M------
FY 2016$544.3M$156.0M--$346.7M$41.7M------
FY 2015$420.6M$153.0M$92.5M--$118.7M----$56.4M
FY 2014$418.7M$213.2M------$205.5M----
FY 2013$318.7M--------$132.7M$186.0M--
Transcripts55 on file

Transcripts

  • FY2026 · Q32026-08-06
  • FY2026 · Q22026-05-07
  • FY2026 · Q12026-02-05
  • FY2025 · Q42025-11-06
Events

Events

Next earnings

2026-11-05EPS est $2.00

Recent filings
  • 42026-08-19
  • SC 13G/A2026-08-14
  • SC 13G/A2026-08-12
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