MACOM Technology Solutions Holding (MTSI)
🔔 Watch stock
Appears in These Scanners
This stock currently matches 26 of our scanner strategies — each hit links to the scanner.
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. View all scanners
Basics
Performance
Valuation
Profitability
Balance Sheet & Safety
Growth
Quality & Screener
AI Rating
Sells AIMACOMs Data-Center-Markt (FY2025: 292,8 Mio. US-Dollar Umsatz, +48 Prozent, rund 30 Prozent des Konzernumsatzes) wird laut 10-K ausdrücklich von KI-Anwendungen getrieben: Die Analog-, Optik- und Photonik-Chips (TIAs, Modulator-Treiber, Laser, Photodetektoren) sind die Bausteine der 800G/1,6T/3,2T-Transceiver für KI-Rechenzentren — KI-Infrastruktur ist damit eine direkte, wachsende Umsatzquelle. Bemerkenswert nüchtern: In den vier gesichteten 10-Q fällt das Wort KI gar nicht, im 10-K FY2025 nur zweimal.
View the full file — quotes, sources, reviewed filings
„Data Center. The Data Center market supports applications like artificial intelligence (AI), Machine Learning and high performance computing demand from Data Center operators for faster data transmission speeds at lower power and latency is growing rapidly."
Data Center. Der Data-Center-Markt bedient Anwendungen wie Künstliche Intelligenz (KI), maschinelles Lernen und Hochleistungsrechnen; die Nachfrage der Rechenzentrumsbetreiber nach schnelleren Datenübertragungsraten bei geringerem Stromverbrauch und niedrigerer Latenz wächst rasant.
„To solve these challenges, our broad optoelectronic and photonic portfolio provide the building blocks to enable our customers to deliver next generation 800G, 1.6T and 3.2T optical transceivers that are required for today's Data Center deployments."
Um diese Herausforderungen zu lösen, liefert unser breites optoelektronisches und photonisches Portfolio die Bausteine, mit denen unsere Kunden die nächste Generation optischer 800G-, 1,6T- und 3,2T-Transceiver liefern können, die für heutige Rechenzentrums-Installationen benötigt werden.
„For instance, the capital spending on Data Center infrastructure to support artificial intelligence (“AI”) applications is rapidly expanding, which is increasing demand for our products. If capital spending on Data Center infrastructure slows down, demand for our products may decline."
Beispielsweise weiten sich die Investitionen in Rechenzentrums-Infrastruktur zur Unterstützung von Anwendungen der Künstlichen Intelligenz (»KI«) rasant aus, was die Nachfrage nach unseren Produkten erhöht. Verlangsamen sich die Investitionen in Rechenzentrums-Infrastruktur, kann die Nachfrage nach unseren Produkten sinken.
Filings Reviewed: 10-Q 2026-05-07 · 10-Q 2026-02-05 · 10-Q 2025-08-07 · 10-Q 2025-05-08 · 10-K 2025-11-14 · 10-K 2024-11-12
Rated on July 8, 2026 · How the Rating Is Built
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | -2.30 | -1,428.40 | 218 | 38.80 | -76.80 | 67 | 61 |
| 2025: Q1 | 0.42 | 104.50 | 236 | 30.20 | 13.40 | 39 | 31 |
| 2025: Q2 | 0.48 | 79.30 | 252 | 32.30 | 14.50 | 60 | 23 |
| 2025: Q3 | 0.61 | 54.50 | 261 | 30.10 | 17.30 | 70 | 39 |
| 2025: Q4 | 0.64 | – | 272 | 24.50 | 18.00 | 43 | 26 |
| 2026: Q1 | 0.60 | 43.70 | 289 | 22.50 | 16.00 | 79 | 66 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
About the Company
MACOM Technology Solutions Holdings, Inc. bietet mit ihren Tochtergesellschaften Analog-Halbleiterlösungen für drahtlose und drahtgebundene Anwendungen über das Hochfrequenz-(RF-), Mikrowellen-, Millimeterwellen- und Lichtwellenspektrum hinweg an.
| Employees | 2,000 |
|---|---|
| Headquarters | Lowell, MA |
| Website | macom.com |
| IPO Date | 15. Mar 2012 |
| Next Earnings | 6. Aug 2026 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Stephen G. Daly | President, CEO & Chairman | 1966 |
| John F. Kober III | CFO & Senior VP | 1970 |
| Robert Dennehy | SVP & COO | 1974 |
| Ambra R. Roth J.D. | Senior VP, General Counsel & Secretary | 1982 |
| Donghyun Hwang | Senior Vice President of Global Sales | 1964 |
| Stephen Ferranti | Senior Vice President of Corporate Development & Investor Relations | – |
| Gregg Jessen | Senior Vice President of Advanced GaN Technology | – |
| Conor Noel Hegarty C.M.A. | Vice President of Finance & Business Operations | 1967 |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Chart
Interactive price chart (TradingView).
Data as of: July 20, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.