
MTSI Stock Forecast & Price Target
MTSI Analyst Ratings
Bulls say
MACOM Technology Solutions Holdings Inc. is experiencing a positive financial outlook, highlighted by an expected gross margin increase to 57.5% due to enhanced operational efficiencies and yields. The company has reported substantial growth in its Data Center segment, which rose 42% year-over-year and contributed to record results, while the Industrial and Defense sector also showed impressive gains, driven by a 50% increase in GaN-based products. With a robust balance sheet and a growing backlog, MACOM anticipates continued double-digit growth and improved operating leverage in the upcoming fiscal year.
Bears say
MACOM Technology Solutions Holdings Inc. experienced a slight decline of 2% quarter-over-quarter in its Telecom segment, despite a year-over-year increase in revenue, indicating potential volatility in this area. Additionally, the company is facing a reduction in interest income of approximately $1.5 million per quarter starting in the second quarter, which may impact overall profitability due to diminished cash reserves following convertible debt repayment. Furthermore, the company's Telecom sales in CQ3 fell short of consensus expectations, reflecting underlying challenges such as inventory management and competitive pressures, which could hinder future growth prospects.
This aggregate rating is based on analysts' research of MACOM Technology Solutions Holdings and is not a guaranteed prediction by Public.com or investment advice.
MTSI Analyst Forecast & Price Prediction
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