Nama Insights

MACOM Technology Solutions (MTSI)

Technology · Semiconductors · NASDAQ

MACOM Technology Solutions (MTSI) is a Technology company in the Semiconductors industry. It has a market capitalization of $16.11B, a trailing price-to-earnings ratio of 37.7 and a free-cash-flow yield of 1.0%. Over the most recent reported fiscal year, revenue grew 32.6% and free cash flow per share grew 11.2%. Nama's AI scorecard rates it Buy, 6.5 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Buy · 6.5/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Leading · +101.2% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-49.6%
How far the last close sits under the highest price of the past five years.
Market cap$16.11B
Trailing P/E37.7
Price / book10.5
Price / sales13.8
FCF yield1.0%
Dividend yield—
Gross margin56.5%
Operating margin18.1%
Net margin20.7%
Revenue growth (YoY)+32.6%
Revenue growth (3-yr annual)+12.7%
EPS growth (YoY)+35.9%
FCF/share growth (YoY)+11.2%
Beta1.8
ExchangeNASDAQ
SectorTechnology
IndustrySemiconductors

MTSI earnings

Next report: Feb 4, 2027 (Q1 2027, EPS estimate $2.25). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q4 2026 Nov 5, 2026 $2.09 $2.00 +4.5% —
Q3 2026 Aug 6, 2026 $1.40 $1.35 +3.7% $342.24M
Q2 2026 May 7, 2026 $1.09 $1.07 +1.9% $288.95M
Q1 2026 Feb 5, 2026 $1.02 $1.00 +2.0% $271.61M

MTSI analyst price target

Median target $375.00 from 16 analysts, ranging $300.00 – $475.00.

Semiconductors peers

TickerCompanyMarket capP/E
NVDA NVIDIA $4.51T 26.6
TSM Taiwan Semiconductor Manufacturing $1.95T 24.2
AVGO Broadcom $1.40T 36.1
SKHY SK hynix $897.97B —
MU Micron Technology $780.68B 9.1
AMD Advanced Micro Devices $736.46B 67.5
INTC Intel $299.13B 40.8
TXN Texas Instruments $253.58B 36.0
Explore live MTSI data on Nama Insights →

Recent Congressional trades

MACOM Technology Solutions trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Gilbert Cisneros House Sell $15,001 - $50,000 Oct 12, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Oct 12, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Sep 4, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Jun 8, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Apr 7, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Apr 7, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Feb 13, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Dec 15, 2025
Josh Gottheimer House Sell $1,001 - $15,000 May 14, 2025
Rob Bresnahan House Buy $1,001 - $15,000 Mar 7, 2025
Josh Gottheimer House Sell $1,001 - $15,000 Jul 9, 2024

MTSI FAQ

Is MTSI a buy?
Nama's AI scorecard currently rates MACOM Technology Solutions Buy (6.5 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is MTSI's P/E ratio?
MACOM Technology Solutions trades at a trailing price-to-earnings ratio of 37.7.
When does MTSI report earnings?
MACOM Technology Solutions's next scheduled report is on Feb 4, 2027. Analysts expect EPS of $2.25.
What is the MTSI price target?
The median analyst price target from 16 analysts is $375.00, with a range of $300.00 – $475.00.
Is MTSI Shariah compliant?
Nama's AAOIFI-style screen reads MACOM Technology Solutions as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.