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MACOM Tech (MTSI) Delivers $271.6 M FQ1 2026 Revenue Driven by Record Industrial & Defense, Data Center Growth
MACOM Technology Solutions Holdings Inc. (NASDAQ:MTSI) is one of the best NASDAQ growth stocks to buy for the next 2 years. On February 5, MACOM Technology Solutions delivered revenue of $271.6 million for FQ1 2026, which was a 24.5% year-over-year increase, while adjusted EPS totaled $1.02. Industrial & Defense and Data Center markets are reaching […] Feb 20, 2026 - $MTSI
2 Unpopular Stocks That Deserve Some Love and 1 That Underwhelm
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory. Feb 17, 2026 - $MTSI
MACOM Technology Solutions Holdings (MTSI) Surged Following Strong Results
Aristotle Capital Boston, LLC, an investment advisor, released its fourth-quarter investor letter for “Small Cap Equity Fund”. A copy of the letter can be downloaded here. U.S. small-cap equities reported modest gains in the fourth quarter of 2025. The quarter started as a continuation of the post-Liberation Day risk-on market environment, while it ended on […] Feb 16, 2026 - $MTSI
2 Mid-Cap Stocks to Consider Right Now and 1 Facing Challenges
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders. Feb 13, 2026 - $MTSI
The Top 5 Analyst Questions From MACOM’s Q4 Earnings Call
MACOM’s fourth quarter was marked by robust revenue growth and a positive market reaction, driven primarily by strength across its core end markets. Management attributed the strong performance to a surge in demand for data center products, particularly in high-speed optical modules and cables, and highlighted sequential growth in industrial and defense as well as telecom. CEO Stephen Daly emphasized that “data center revenue growth is robust, primarily in pluggable optical modules and optical c Feb 12, 2026 - $MTSI
How The MACOM (MTSI) Story Is Shifting As Analysts Rework Targets And Assumptions
What Changed in the Latest MACOM Price Target Analysts recently lifted their fair value estimate for MACOM Technology Solutions Holdings from about US$207.13 to US$255.73 per share, reflecting updated assumptions around the company’s ability to grow revenue and execute on its plans. At the same time, a slightly lower discount rate of 10.53%, down from 10.68%, points to a modest shift in how risk and required return are being framed in newer models. As more research teams refresh their views... Feb 10, 2026 - $MTSI
MACOM Technology Solutions Q1 Earnings Call Highlights
MACOM Technology Solutions (NASDAQ:MTSI) reported fiscal first-quarter 2026 revenue of $271.6 million and adjusted earnings per diluted share of $1.02, as management pointed to strong demand across its industrial and defense, data center, and telecom end markets and a backlog that remains at record Feb 6, 2026 - $MTSI
MTSI Q4 Deep Dive: Data Center, Defense, and Telecom Markets Fuel Growth and Guidance
Network chips maker MACOM Technology Solutions (NASDAQ: MTSI) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 24.5% year on year to $271.6 million. On top of that, next quarter’s revenue guidance ($285 million at the midpoint) was surprisingly good and 3.4% above what analysts were expecting. Its non-GAAP profit of $1.02 per share was 2.2% above analysts’ consensus estimates. Feb 6, 2026 - $MTSI
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