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MACOM Technology Solutions Holdings (MTSI): analyst forecast and price target
Analyst consensus
Strong Buy9 Buy1 Hold0 Sell
Ratings of 10 analysts in the last 3 months · top analysts only12-month forecast
Based on 10 price targets given in the last 3 months, the average target is $402, the highest $475, the lowest $300. The average is +53.5% from the last price of $262.
Analyst ratings 15
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| AI xAi SemiconductorsxAI Grok-3 | TipRanks - xAI | $305 → $300−1.6% | Buy | +14.4% | Upgrade | 17.10.26on TipRanks Oct 16 23:06 | — | |
| AI DeepSeek SemiconductorsDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $309 → $304−1.6% | Buy | +15.9% | Upgrade | 17.10.26on TipRanks Oct 16 23:06 | — | |
| AI OpenAI SemiconductorsOpenAI 5.2 | TipRanks - OpenAI | $306 → $301−1.6% | Buy | +14.8% | Upgrade | 17.10.26on TipRanks Oct 16 23:06 | — | |
| AI Anthropic SemiconductorsAnthropic Opus-4.5 | TipRanks - Anthropic | $297 → $292−1.7% | Hold | +11.3% | Reiterated | 17.10.26on TipRanks Oct 16 23:06 | — | |
| AI Google SemiconductorsGemini 3-pro | TipRanks - Google | $309 → $304−1.6% | Buy | +15.9% | Upgrade | 17.10.26on TipRanks Oct 16 23:06 | — | |
| AI PerPlexity SemiconductorsPerPlexity SonarPro | TipRanks - PerPlexity | $371 → $347−6.5% | Buy | +32.3% | Upgrade | 15.10.26on TipRanks Oct 14 23:05 | — | |
| Harsh Kumar★★★★★★★★★★#7 · hits 74% · avg +45.3% | BMO Capital | $335 | Buy | +27.7% | Upgrade | 18.09.26on TipRanks Sep 17 23:25 | +4.7%next day −0.4% · 5 days +2.3% | ↗ |
| Tim Savageaux★★★★★★★★★★#59 · hits 58% · avg +39.8% | Northland Securities | $375 → $450+20.0% | Buy | +71.6% | Reiterated | 07.08.26on TipRanks 15:15 | +2.4%next day −4.4% · 5 days +1.4% | ↗ |
| Richard Shannon★★★★★★★★★★#5 · hits 65% · avg +87.6% | Craig-Hallum | $400 | Buy | +52.5% | Reiterated | 07.08.26on TipRanks 10:00 | +2.4%next day −4.4% · 5 days +1.4% | ↗ |
| Tore Svanberg★★★★★★★★★★#74 · hits 61% · avg +31.6% | Stifel Nicolaus | $450 | Buy | +71.6% | Reiterated | 07.08.26on TipRanks 08:15 | +2.4%next day −4.4% · 5 days +1.4% | ↗ |
| William Stein★★★★★★★★★★#11 · hits 75% · avg +36.4% | Truist Financial | $375 | Buy | +43.0% | Reiterated | 07.08.26on TipRanks 08:01 | +2.4%next day −4.4% · 5 days +1.4% | ↗ |
| Thomas O'Malley★★★★★★★★★★#33 · hits 62% · avg +42.1% | Barclays | $450 | Buy | +71.6% | Reiterated | 07.08.26on TipRanks 04:19 | +2.4%next day −4.4% · 5 days +1.4% | ↗ |
| Sean O'Loughlin★★★★★★★★★★#5486 · hits 52% · avg +6.0% | TD Cowen | $380 | Buy | +44.9% | Reiterated | 07.08.26on TipRanks Aug 6 22:51 | +2.4%next day −4.4% · 5 days +1.4% | ↗ |
| Mark Lipacis★★★★★★★★★★#22 · hits 70% · avg +39.9% | Evercore ISI | $427 → $475+11.2% | Buy | +81.1% | Reiterated | 07.08.26on TipRanks Aug 6 15:20 | +14.7%next day +2.4% · 5 days +0.6% | ↗ |
| Christopher Rolland★★★★★★★★★★#31 · hits 63% · avg +39.1% | Susquehanna | $300 | Hold | +14.4% | Reiterated | 06.08.26on TipRanks Aug 7 07:50 | +14.7%next day +2.4% · 5 days +0.6% | ↗ |
| Quinn Bolton★★★★★★★★★★#18 · hits 66% · avg +53.7% | Needham | $400 → $410+2.5% | Buy | +56.3% | Reiterated | 06.08.26on TipRanks 15:30 | +14.7%next day +2.4% · 5 days +0.6% | ↗ |
| Vivek Arya★★★★★★★★★★#155 · hits 61% · avg +25.6% | Bank of America Securities | $305 → $410+34.4% | Buy | +56.3% | Reiterated | 13.05.26on TipRanks May 14 04:06 | +4.6%next day −0.3% · 5 days −1.4% | ↗ |
| Peter Peng★★★★★★★★★★#730 · hits 61% · avg +52.4% | J.P. Morgan | $240 → $345+43.8% | Hold | +31.6% | Assigned | 08.05.26on TipRanks 07:45 | +3.6%next day +1.4% · 5 days +4.2% | ↗ |
| Blayne Curtis★★★★★★★★★★#31 · hits 65% · avg +36.1% | Jefferies | $450 | Buy | +71.6% | Reiterated | 08.05.26on TipRanks May 7 15:25 | +11.5%next day +3.6% · 5 days +9.1% | ↗ |
| Gary Mobley★★★★★★★★★★#395 · hits 57% · avg +19.3% | Benchmark Co. | $300 | Buy | +14.4% | Initiated | 09.04.26on TipRanks 16:55 | +4.3%next day +1.2% · 5 days +2.8% | ↗ |
| Unknown Analyst | Mizuho Securities | $200 | Hold | −23.7% | Initiated | 15.12.25on TipRanks 08:40 | −1.0%next day +0.5% · 5 days −1.0% | ↗ |
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The latest rating of each analyst in the last 12 months, as TipRanks lists them. Every rating kept, earlier ones included
Best analysts covering MACOM Technology Solutions Holdings
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
How the average price target moved
The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $402 at a price of $285 (+41.3%); now: $402 at $262 (+53.5%).
PriceAverage targetTop analysts’ target
Recommendation trend · top analysts
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 0 | 0 | 0 | 1 | 1 | 1 |
| Buy | 16 | 18 | 15 | 10 | 8 | 8 |
| Hold | 2 | 2 | 4 | 4 | 4 | 2 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
Earnings and sales forecast
Next report: 05.11.26 (Q4 2026, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $2.00 (from $1.97 to $2.01). Last quarter: $1.40.
Sales
Next quarter’s sales estimate — $420M (from $419M to $421M). Last quarter: $342M.
Best top-analyst consensus in the sector · Technology
About MACOM Technology Solutions Holdings
- CEO: Stephen G. Daly
- Employees: 2,000
- 100 Chelmsford Street, Lowell, MA, 01851, US
- www.macom.com
MACOM Technology Solutions Holdings, Inc., along with its affiliated entities, specializes in the design and production of sophisticated analog semiconductor solutions. These critical components are integral to both wireless and wired connectivity systems, spanning the entire electromagnetic spectrum from radio frequency (RF) to lightwave, including microwave and millimeter wave bands. The company operates globally, with a significant presence in the United States, China, the broader Asia Pacific region, and other international markets. Their diverse product portfolio includes a range of standard and custom-engineered devices, such as integrated circuits, multi-chip modules, diodes, amplifiers, various types of switches (including limiters), as well as both passive and active discrete components, and complete subsystems. These essential semiconductor products serve as fundamental building blocks within a wide array of electronic systems, including wireless base stations, advanced optical networking infrastructure, radar systems, medical equipment, and precision test and measurement instruments. MACOM caters to a broad spectrum of key markets: Telecommunications: Their solutions underpin carrier infrastructure for long-haul and metropolitan networks, 5G deployments, and fiber-to-the-X/passive optical network (PON) solutions. Industrial and Defense: This sector encompasses applications like military and commercial radar, RF jamming technology, electronic countermeasures, and secure communication data links. This also extends to multi-market uses in industrial automation, medical devices, scientific research, and general test and measurement equipment. Data Centers: Providing vital components for this rapidly growing industry. Their products reach customers via a multi-channel sales approach, utilizing direct sales teams, dedicated applications engineering support, independent sales representatives, and a network of resellers and distributors. Established in 1950, MACO
Data from the stock’s TipRanks forecast page, read 98 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗