MTSIMACOM Technology Solutions Holdings, Inc.

$272.88

Price

$272.88+114%1Y
1M-3.5%1Y+114%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Average
5/10
Value7
Quality69
Momentum78
Growth69
Strongest Momentum, weakest Value · ranked vs Technology peers. The five questions below judge the company on its own terms.
What they do

We design, develop and manufacture differentiated semiconductor products and solutions for the Industrial and Defense (“I&D”), Data Center and Telecommunications (“Telecom”) industries for customers who demand high performance, quality and reliability. We are headquartered in Lowell, Massachusetts, with operational facilities throughout North America, Europe and Asia. We have more than 70 years of application expertise, combined with expertise in 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.

In the company’s own words · 10-K filed Nov 14, 2025 · SEC EDGAR

P/E (TTM)86.9
Market Cap$29.86B
1Y Return+114%
5Y Return+344%

Business segments

Q1 2026 · $289.0M

The company’s own SEC segment disclosure.

  • US$114.0M39%
  • China and Hong Kong$99.2M34%
  • Other Countries$42.3M15%
  • Asia Pacificexcluding China$33.5M12%

MACOM Technology Solutions Holdings, Inc. (MTSI) reported revenue of $342M in Q3 2026 (quarter ended July 3, 2026), up 36% from the same quarter a year earlier. That came with a gross margin of 58% and net income of $101M (29% of revenue). For the full year FY2025, revenue was $967M (+33% year on year) and net income −$54M. Its largest region in 2026-Q1 was US at $114M, 39% of the disclosed total, just ahead of Chinaand Hong Kong at 34%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.