MACOM Technology Solutions Holdings, Inc. (MTSI) has a MoatMap StockRank of 68/100 based on Quality (62/100), Value (11/100), and Momentum (79/100) factor scores. The current signal is BUY. MACOM Technology Solutions is a high-performance analog semiconductor player with strong momentum (M: 75) and solid quality (Q: 62). It is well-positioned for optical connectivity in AI data centers, but its current valuation leaves little margin of safety.
MACOM Technology Solutions Holdings, Inc. designs and manufactures high-performance analog semiconductor solutions for cloud data centers, networks, telecom, industrial, and defense applications. The company’s competitive moat is built on its deep expertise in RF, microwave, and millimeter-wave technologies, offering differentiated intellectual property and integrated circuits. MACOM serves specialized, high-growth markets where performance and reliability are paramount, positioning it as a key component supplier for advanced communication infrastructure.
| Price | $362.98 |
| Market Cap | $29.8B |
| P/E (TTM) | 164.27 |
| P/E (Forward) | 55.92 |
| Price/Book | 21.22 |
| Return on Equity | 13.5% |
| Return on Invested Capital | -1.3% |
| Debt/Equity | 29.20 |
| Gross Margin | 55.7% |
| Operating Margin | 17.6% |
| Revenue Growth | 22.5% |
| Free Cash Flow | $82M |
MACOM Technology Solutions Holdings, Inc. operates in the Semiconductors industry, part of the Technology sector (United States).