Macom price target raised to $427 from $275 at Evercore ISI
Evercore ISI analyst Mark Lipacis raised the firm’s price target on Macom (MTSI) to $427 from $275 and keeps an Outperform rating on the shares.
Fiscal Year: November - October
MACOM Technology Solutions Holdings, Inc. (MTSI), listed on the NASDAQ, has a market capitalization of $28.66B. As of May 17, 2026, the stock is trading at $375.60 per share@else an unavailable price , offering investors a clear view of its current market value. MACOM Technology Solutions Holdings, Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 160.89, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. MACOM Technology Solutions Holdings, Inc. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that MACOM Technology Solutions Holdings, Inc. (MTSI) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for MACOM Technology Solutions Holdings, Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for MACOM Technology Solutions Holdings, Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for MACOM Technology Solutions Holdings, Inc. is 170.9, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, MACOM Technology Solutions Holdings, Inc. (MTSI) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether MACOM Technology Solutions Holdings, Inc. (MTSI) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of MACOM Technology Solutions Holdings, Inc. (MTSI) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of MACOM Technology Solutions Holdings, Inc.. To access the full SS Score, consider upgrading your subscription.
MACOM Technology Solutions Holdings, Inc. is a significant player in the industry sector, with a market capitalization of $28.66B and a competitive P/E ratio of 160.89. Investors should compare these metrics with industry peers to gauge whether MACOM Technology Solutions Holdings, Inc. is outperforming or underperforming within its sector.
Evercore ISI analyst Mark Lipacis raised the firm’s price target on Macom (MTSI) to $427 from $275 and keeps an Outperform rating on the shares.
Northland analyst Tim Savageaux raised the firm’s price target on Macom (MTSI) to $375 from $300 and keeps an Outperform rating on the shares after what the firm calls a…
Susquehanna analyst Christopher Rolland raised the firm’s price target on Macom (MTSI) to $350 from $300 and keeps a Neutral rating on the shares. The firm updated its model following…
JPMorgan raised the firm’s price target on Macom (MTSI) to $345 from $240 and keeps a Neutral rating on the shares.
Barclays analyst Tom O’Malley raised the firm’s price target on Macom (MTSI) to $400 from $265 and keeps an Overweight rating on the shares.
Jefferies analyst Blayne Curtis raised the firm’s price target on Macom (MTSI) to $450 from $295 and keeps a Buy rating on the shares after a “breakout quarter.” The firm…
Truist analyst William Stein raised the firm’s price target on Macom (MTSI) to $375 from $261 and keeps a Buy rating on the shares. The firm cites the company’s reaccelerating…
Sees Q3 revenue $331M-$339M, consensus $299.81M. The company said, “For the fiscal third quarter ending July 3, 2026, MACOM (MTSI) expects revenue to be in the range of $331 million…
LOWELL, Mass., May 07, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results ...
MACOM Technology Solutions (MTSI) will enter into Long-Term Supply Agreements with IQE plc (IQEPF) for epitaxial services spanning multiple technologies. The LTSAs are expected to further secure suppl...
LOWELL, Mass., April 23, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its second quarter ended April 3, 2026, bef...
Stifel raised the firm’s price target on Macom (MTSI) to $300 from $255 and keeps a Buy rating on the shares. The firm continues to believe volatility in AI-levered names…
BofA raised the firm’s price target on Macom (MTSI) to $305 from $260 and keeps a Buy rating on the shares, citing the company’s differentiated A&D, optics and copper portfolio.
Loop Capital initiated coverage of Macom (MTSI) with a Buy rating and $300 price target The firm says two-thirds of Macom’s revenue is tied to markets that are “now at…
MACOM (MTSI) Technology Solutions will showcase its latest RF and optoelectronics solutions for satellite communications at Booth 1637, during SATShow Week, taking place March 24 to 26, 2026 in Washin...
LOWELL, Mass., March 18, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, will showcase its latest RF and optoelectronics solutions for...
MACOM (MTSI) Technology Solutions announced the availability of its new 448G PAM4 modulator drivers, designed to accelerate time-to-market for next generation 1.6T and 3.2T optical transceivers. Excee...
LOWELL, Mass., March 17, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced the availability of its new 448G PAM4 modulat...
MACOM (MTSI) Technology Solutions announced the availability of its latest copper connectivity solution – the MACD-41804 Cable Driver with Equalizer, designed to enable low power, high density copper ...
MACOM announces new Cable Driver with Equalizer, designed to enable low power, high density copper interconnects for next generation scale-up applications.
MACOM (MTSI) Technology Solutions announced the industry’s first PCIe 7.0-optimized linear equalizer and cross-point switch devices, extending MACOM’s comprehensive portfolio across both optical and c...
LOWELL, Mass., March 12, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products for high performance connectivity, today announced the industr...
LOWELL, Mass., March 11, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, will participate in OFC 2026, taking place March 17–19, 2026 ...
The conflict in Iran could give a boost to makers of analog semiconductors, according to one analyst.
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | 240.28M | Analyst x8 | |
| 2027 | 421.93M | 75.60% | Analyst x7 |
| 2028 | 510.73M | 21.04% | Analyst x4 |
| 2029 | 565.07M | 10.64% | Est @10.6% |
| 2030 | 609.01M | 7.78% | Est @7.8% |
| 2031 | 647.02M | 6.24% | Est @6.2% |
| 2032 | 680.45M | 5.17% | Est @5.2% |
| 2033 | 710.46M | 4.41% | Est @4.4% |
| 2034 | 736.22M | 3.63% | Est @3.6% |
| 2035 | 760.39M | 3.28% | Est @3.3% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | 140.20M | 1.00 | 140.20M |
| 2025A | 192.82M | 1.00 | 192.82M |
| 2026E | 240.28M | 1.10 | 218.55M |
| 2027E | 421.93M | 1.21 | 349.07M |
| 2028E | 510.73M | 1.33 | 384.32M |
| 2029E | 565.07M | 1.46 | 386.76M |
| 2030E | 609.01M | 1.61 | 379.15M |
| 2031E | 647.02M | 1.77 | 366.38M |
| 2032E | 680.45M | 1.94 | 350.47M |
| 2033E | 710.46M | 2.13 | 332.83M |
| 2034E | 736.22M | 2.35 | 313.71M |
| 2035E | 760.39M | 2.58 | 294.71M |
| Terminal | 10.47B | 2.58 | 4.06B |
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