MACOM Technology Solutions Holdings Inc

MACOM Technology Solutions Holdings Inc

MACOM Technology Solutions (MTSI) designs and supplies analogue semiconductor components for RF, microwave and photonics applications. Its products serve telecoms infrastructure (including 5G and fibre optics), data centres, aerospace and defence, and industrial markets. With a market capitalisation of about $10.38B, the company aims to benefit from demand for higher‑frequency connectivity and optical networking, but its performance can be affected by cyclical spending in telecoms and defence, competitive technology shifts, and supply‑chain dynamics. Investors should note it is a growth‑oriented, capital‑intensive business where revenues and margins may vary. This summary is for general education only and not personalised financial advice — values can rise or fall and past performance is no guarantee of future returns. Consider your risk tolerance and do further research or consult a qualified adviser before investing.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying MACOM's stock with a target price of $175, indicating potential growth.

Above Average

Financial Health

MACOM is showing solid revenue and cash flow, indicating a healthy financial position overall.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring MTSI

National Security Stocks: Could JPM's $1.5T Boost Growth?

National Security Stocks: Could JPM's $1.5T Boost Growth?

JPMorgan Chase is injecting $1.5 trillion into U.S. industries critical to national and economic security, creating a major catalyst for growth. This initiative presents an investment opportunity in companies poised to benefit from the massive influx of capital into sectors like defense, advanced manufacturing, and strategic technology.

Published: October 14, 2025

Explore Basket
Wireless Patent Stocks May Benefit in 2025

Wireless Patent Stocks May Benefit in 2025

A significant jury verdict against Samsung for patent infringement highlights the immense value of wireless technology patents. This creates a potential investment opportunity in companies that own and license key intellectual property for 4G, 5G, and Wi-Fi communications.

Published: October 12, 2025

Explore Basket
Tech Sector Volatility | China Trade Risk Exposure

Tech Sector Volatility | China Trade Risk Exposure

Recent U.S. tariff announcements on Chinese goods have triggered a massive sell-off in the tech sector, erasing billions in market value. This theme focuses on companies positioned to benefit from the resulting supply chain shifts and geopolitical realignment.

Published: October 12, 2025

Explore Basket
AI Chip Stocks (AMD vs Nvidia) Gain on Partnership News

AI Chip Stocks (AMD vs Nvidia) Gain on Partnership News

AMD's multi-billion dollar deal to supply OpenAI with next-generation GPUs marks a major shift in the AI hardware landscape. This theme focuses on AMD and the ecosystem of companies poised to benefit as it challenges Nvidia's dominance and fuels the expansion of AI infrastructure.

Published: October 7, 2025

Explore Basket
Apple Onshoring Investment Theme Overview

Apple Onshoring Investment Theme Overview

Apple is investing $2.5 billion in its partner Corning to produce all iPhone and Apple Watch glass in the United States. This move highlights a growing trend of major corporations bringing manufacturing back to the U.S., creating opportunities for domestic high-tech suppliers.

Published: September 15, 2025

Explore Basket
Semiconductor Sanctions: The Digital Tax Trade War

Semiconductor Sanctions: The Digital Tax Trade War

In response to digital taxes on U.S. tech giants, the White House has threatened major tariffs and semiconductor export bans on offending nations. This protectionist stance could create a favorable environment for domestic technology producers and companies in countries not subject to these new trade barriers.

Published: August 26, 2025

Explore Basket
America's Chip Advantage: Onshoring The Supply Chain

America's Chip Advantage: Onshoring The Supply Chain

President Trump's plan to impose a 100% tariff on imported semiconductors aims to bolster domestic manufacturing by making foreign-made chips significantly more expensive. This creates an investment opportunity in U.S.-based semiconductor companies and their suppliers, who are positioned to benefit from reduced foreign competition and increased domestic investment.

Published: August 7, 2025

Explore Basket
Broadband Backbone Builders

Broadband Backbone Builders

Amphenol's $10.5 billion acquisition of CommScope's broadband and cable unit marks a major consolidation in the telecommunications hardware sector. This deal spotlights an investment opportunity in companies providing the essential physical components, like fiber optics and connectors, that form the backbone of 5G and future network infrastructure.

Published: August 4, 2025

Explore Basket
China's AI Ambitions

China's AI Ambitions

This carefully selected group of stocks represents companies positioned to benefit from China's massive push for AI leadership. Professional analysts have identified these tech innovators and semiconductor suppliers as key players in China's rapidly expanding AI ecosystem.

Published: July 14, 2025

Explore Basket
Apple's New Operations Era

Apple's New Operations Era

With supply chain veteran Sabih Khan stepping up as Apple's new COO, the tech giant is doubling down on operational excellence. This carefully curated collection features companies essential to Apple's global production pipeline, selected by expert analysts for their potential to benefit from this strategic leadership transition.

Published: July 9, 2025

Explore Basket
Intel's Foundry Pivot: Winners from a Strategic Shift

Intel's Foundry Pivot: Winners from a Strategic Shift

This carefully selected group of stocks represents companies positioned to benefit from Intel's potential retreat from advanced chipmaking for external customers. Professional analysts have identified these opportunities as Intel's pivot reinforces TSMC's dominance and reshapes the semiconductor landscape.

Published: July 3, 2025

Explore Basket

Why You’ll Want to Watch This Stock

📈

5G & Defence Demand

Rising needs for higher frequencies and bandwidth in 5G and defence can support product demand, though spending cycles and procurement timing create variability.

🌍

Broad End Markets

MACOM serves telecoms, data centres and aerospace, providing diversification across growth areas; sector cyclicality means revenues may fluctuate.

Photonics & RF Innovation

Technical innovation in photonics and RF components can be a competitive edge, but fast technological change and competition add execution risk.

Compare MACOM with other stocks

CACIMACOM

CACI vs MACOM

CACI vs MACOM: Comparative overview

DuolingoMACOM

Duolingo vs MACOM

Duolingo vs MACOM: a straightforward comparison

SkyworksMACOM

Skyworks vs MACOM

Skyworks vs MACOM: Company comparison

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

ASML

ASML Holding NV

ASML Holding is a technology company that produces equipment and software used in chip production.

AMD

Advanced Micro Devices, Inc.

Advanced Micro Devices produces computer processors and graphics processors for consumer and enterprise applications.

AMAT

Applied Materials, Inc.

Applied Materials is a global supplier of equipment and services to the semiconductor, display and related industries.

Frequently asked questions