
MTSI Stock Forecast & Price Target
MTSI Analyst Ratings
Bulls say
MACOM Technology Solutions Holdings Inc. demonstrates a positive outlook backed by an expected increase in gross margin to 57.5%, driven by improved operational efficiencies and manufacturing yields. The company reports significant growth in the Data Center segment, with a remarkable 42% year-over-year increase, alongside record performance in Industrial and Defense revenue, which rose 18% year-over-year, fueled by demand for GaN-based products. Furthermore, MACOM's strong balance sheet and record backlog position it well for continued double-digit growth and expansion of operating leverage in fiscal 2026.
Bears say
The financial outlook for MACOM Technology Solutions Holdings Inc. reflects several concerning factors, including a quarter-over-quarter decline of 2% in Telecom sales, despite a year-over-year increase of 28%, indicating potential volatility in this segment. Additionally, a projected decrease in interest income of approximately $1.5 million per quarter due to the pay-down of convertible debt could negatively impact cash flow in the coming quarters. Finally, the risk of declining demand for radio frequency products, coupled with competitive pressures and potential challenges in product development, raises concerns about the company's future performance and market position.
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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