
MTSI Stock Forecast & Price Target
MTSI Analyst Ratings
Bulls say
MACOM Technology Solutions Holdings Inc. is poised for continued growth, as the company anticipates a gross margin increase of approximately 40 basis points to 57.5% due to improved operational efficiencies and manufacturing yields. The Data Center segment has demonstrated substantial growth, with a 42% year-over-year increase and a remarkable 48% growth expected in fiscal 2025, driven by the adoption of high-speed interconnect technologies. Additionally, the Industrial and Defense sector achieved record revenues, bolstered by a significant surge in GaN-based products, which positions the company favorably in key markets such as Low Earth Orbit satellite applications and advanced defense systems.
Bears say
MACOM Technology Solutions Holdings Inc. is experiencing a negative financial outlook primarily due to underperformance in its Telecom segment, which saw a quarter-over-quarter decline of 2% and fell short of sales consensus by 1.5% in CQ3. Additionally, the anticipated reduction in interest income by approximately $1.5 million per quarter due to diminished cash reserves following convertible debt repayments poses further challenges to financial stability. There are also significant risks related to fluctuating demand for radio frequency products and increased competition, which could adversely impact revenue growth and profitability prospects moving forward.
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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