Added to YB: 2026-07-23
Pitch date: 2026-07-21
MTSI [bullish]
MACOM Technology Solutions Holdings, Inc.
+3.12%
current return
Author Info
Equity research team focused on tech stocks (with special interest in cybersecurity and cloud). Sign up for their newsletter.
Company Info
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.
Market Cap
$20.6B
Pitch Price
$274.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
82.10
P/E
115.57
EV/Sales
18.94
Sector
Semiconductors and Semiconductor Equipment
Category
growth
MACOM (MTSI): Increasing conviction in space-enabled photonics
MTSI (added to position): Analog component supplier (TIAs, laser drivers, detectors) for optical links in AI data centers & space. Leading 400G+/lane for 1.6T/3.2T terrestrial. Space upside: faster bandwidth scaling to 6.4T/12.8T, higher content/ASP via inter-orbit links, InP vertical integration & space-qual heritage. Conviction raised.
Read full article (2 min)