MTSIMACOM Technology Solutions Holdings, Inc.

$274.78

Price

$274.78+121%1Y
1M-8.8%1Y+121%

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

Below average
4/10
Value20
Quality56
Momentum66
Growth62
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)87.5
Market Cap$29.77B
1Y Return+121%
5Y Return+344%

Business segments

Q3 2026 · $342.2M

The company’s own SEC segment disclosure.

  • China and Hong Kong$133.8M39%
  • United States$121.2M35%
  • Other Countries$47.1M14%
  • Asia Pacificexcluding China$40.2M12%

MACOM Technology Solutions Holdings, Inc. (MTSI) reported revenue of $342M in Q3 2026 (quarter ended Jul 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 Q3 2026 was Chinaand Hong Kong at $134M, 39% of the disclosed total, just ahead of United States at 35%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.