MACOM Technology Solutions Reports Strong Earnings and Guidance Upgrade
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 31 2026
0mins
Source: NASDAQ.COM
MACOM Technology Solutions Holdings Inc. saw its stock rise by 5.04% as it crossed above the 5-day SMA, reflecting positive market sentiment.
The company reported quarterly revenue of $289 million, a 9% sequential increase and a 22% year-over-year growth, driven by robust demand in the data center and industrial defense sectors. Additionally, management raised the annual growth outlook for the data center segment from 35%-40% to over 60%, with Q3 revenue guidance set between $331 million and $339 million, significantly above the consensus of $299.81 million. This strong performance indicates a solid market position and optimistic future growth potential.
The strong orders, reflected in a 1.5x book-to-bill ratio, show that demand is outpacing current sales, signaling strong visibility into future revenue growth. With the acceleration of AI data center construction, MACOM expects overall revenue growth of approximately 30%, reinforcing its leadership in high-tech military equipment and cloud computing sectors.
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Analyst Views on MTSI
Wall Street analysts forecast MTSI stock price to fall
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 327.640
Low
165.00
Averages
193.50
High
220.00
Current: 327.640
Low
165.00
Averages
193.50
High
220.00
About MTSI
MACOM Technology Solutions Holdings, Inc. designs and manufactures high-performance semiconductor products for the industrial and defense, data center and telecommunications industries. Its services over 6,000 customers annually with a product portfolio that incorporates radio frequency (RF), microwave, analog and mixed signal and optical semiconductor technologies. The Company specializes in application, analog and mixed signal circuit design, compound semiconductor fabrication (including gallium arsenide (GaAs), gallium nitride (GaN), indium phosphide (InP) and specialized silicon), advanced packaging and back-end assembly and test. It offers a broad portfolio of standard and custom devices, which include integrated circuits (IC), multi-chip modules (MCM), diodes, amplifiers, switches and switch limiters, passive and active components and RF and optical subsystems. Its products are electronic components that its customers generally incorporate into larger electronic systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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