MTSI - MACOM Technology Solutions Holdings,... | Finranks

MTSI - MACOM Technology Solutions Holdings,... | Finranks

Why M/A-Com (MTSI) International Revenue Trends Deserve Your Attention

Why M/A-Com (MTSI) International Revenue Trends Deserve Your Attention

Review M/A-Com's (MTSI) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.

MACOM Technology Solutions: Why I Loaded Up This Pullback

MACOM Technology Solutions: Why I Loaded Up This Pullback

MACOM's Q3 revenue increased 35.8% while adjusted operating income surged nearly 70%, demonstrating powerful operating leverage. Record 1.6x book-to-bill and 35% sequential Data Center guidance suggest demand continues accelerating despite the larger revenue base. Data Center growth could reach roughly 50% in FY2027 as 1.6T, photodetectors, NPO and eventually CW lasers expand content.

MACOM Technology: Excellent Execution, Uncomfortable Multiple

MACOM Technology: Excellent Execution, Uncomfortable Multiple

MACOM Technology Solutions Holdings is rated Hold as its forward EV/EBITDA of 46x sits 58 percent above its five-year average despite strong operational execution. My probability-weighted valuation is $272.83 per share, 9.6 percent below the current price, with scenarios ranging from $155.86 in the bear case to $383.95 in the bull case. Strong Q3 growth is offset by rising Customer A and China revenue concentration alongside $340.5 million in now-current convertible notes.

MTSI Q3 Earnings Surpass Expectations, Revenues Rise Y/Y

MTSI Q3 Earnings Surpass Expectations, Revenues Rise Y/Y

MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.

MTSI Q3 Earnings Call Highlights Data Center Growth Outlook

MTSI Q3 Earnings Call Highlights Data Center Growth Outlook

MACOM sees accelerating Data Center demand, record orders and rising manufacturing leverage supporting a stronger fiscal Q4 outlook.

M/A-Com (MTSI) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

M/A-Com (MTSI) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Although the revenue and EPS for M/A-Com (MTSI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2026 Earnings Call Transcript

MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2026 Earnings Call Transcript

MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2026 Earnings Call Transcript

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