Zacks Investment Research·16h ago
5 Top-Ranked High-Efficiency Stocks With Strong Profit PotentialFive stocks stand out for high efficiency, with strong receivables, asset, inventory and operating margin metrics.
MACOM is executing a compelling growth strategy, with revenue accelerating to $342.2M in 2026Q3 (up 35.8% YoY) and gross margin expanding to 58.3%, driven by a favorable product mix and operating leverage. The balance sheet has strengthened through significant...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 35.8% YoY in 2026Q3, with gross margin expanding 860 bps to 58.3% and operating margin surging to 22.5%, though trailing net margin remains negative at -5.6%.
MACOM is projected to achieve 20.8% revenue growth, indicating robust business expansion.
Francesco Ferrari highlights valuation dislocations in telecom, data center, and defense markets, suggesting upside potential.
Bullish theses from analysts like Francesco Ferrari and Oliver | MMMT Wealth emphasize MACOM's growth prospects.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $1.40+3.7% vs $1.35 | $342M+1.8% vs $336M |
Q2 2026 May 7, 2026 | $1.09+1.9% vs $1.07 | $289M+1.3% vs $285M |
Q1 2026 Feb 5, 2026 | $1.02+3.0% vs $0.99 | $272M+1.0% vs $269M |
Q4 2025 Nov 6, 2025 | $0.94+1.2% vs $0.93 | $261M+0.4% vs $260M |
Five stocks stand out for high efficiency, with strong receivables, asset, inventory and operating margin metrics.
The mean of analysts' price targets for M/A-Com (MTSI) points to a 41.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
The Philadelphia semiconductor index, known as SOX, rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the charge.
MACOM Technology (MTSI) stock is inching higher on Friday after a senior BMO Capital analyst – Harsh Kumar – issued a bullish note in favour of the semiconductor firm. In his research note, Kumar upgraded MTSI to Outperform and reiterated his $335 price objective, which signals potential upside of about 23% from current levels.
Benchmark MTSI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for MACOM Technology Solutions Holdings, Inc. (MTSI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $275.84 | $21.05B | -377.86 | 32.58% | -5.6% | -4.42% | — | |
| $937.00 | $72.9B | 2532.43 | 21.03% | -230.1% | -300.07% | — | |
| $64.48 | $3.04B | -40.55 | 12.74% | -7.43% | -4.91% | — | |
| $119.59 | $10.55B | 33.04 | -1.09% | 10.95% | 11.39% | — | |
| $91.45 | $13.76B | 29.69 | -2.18% | 7.23% | 5.04% | — | |
| $221.25 | $7.3B | -111.74 | 34.29% | -4.57% | -3.59% | — |
MACOM Technology Solutions Holdings, Inc. (MTSI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
MACOM Technology Solutions Holdings, Inc. (MTSI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 7, 2026·SEC
Mar 9, 2026·SEC
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MACOM Technology Solutions Holdings, Inc. (MTSI) stock FAQ — growth, dividends, profitability & financials explained
MACOM Technology Solutions Holdings, Inc. (MTSI) reported $1.16B in revenue for fiscal year 2025. This represents a 1033% increase from $102.7M in 2009.
MACOM Technology Solutions Holdings, Inc. (MTSI) grew revenue by 32.6% over the past year. This is strong growth.
Yes, MACOM Technology Solutions Holdings, Inc. (MTSI) is profitable, generating $240.9M in net income for fiscal year 2025 (-5.6% net margin).
MACOM Technology Solutions Holdings, Inc. (MTSI) has a return on equity (ROE) of -4.4%. Negative ROE indicates the company is unprofitable.
MACOM Technology Solutions Holdings, Inc. (MTSI) generated $118.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
