
MTSI Stock Forecast & Price Target
MTSI Analyst Ratings
Bulls say
MACOM Technology Solutions Holdings Inc. is expected to see an increase in gross margin to 57.5%, driven by enhanced operational efficiencies and yield improvements, particularly at its RTP manufacturing facility. The Data Center division has demonstrated significant growth, reporting a 42% year-over-year increase, positioning it as the primary growth driver for the company, while Industrial and Defense revenue also reached a record level, supported by strong demand for GaN-based products. With a robust balance sheet and record backlog, MACOM anticipates sustained double-digit growth and improved operating leverage as it capitalizes on expanding opportunities in high-frequency applications and Low Earth Orbit satellite markets.
Bears say
MACOM Technology Solutions Holdings Inc. has experienced a slight decline in its telecommunications segment, reflecting a quarter-over-quarter decrease of 2%, despite a year-over-year increase of 28% driven by satellite communications and infrastructure upgrades. The firm's interest income is projected to decrease by approximately $1.5 million per quarter due to reduced cash following the paydown of convertible debt, which could pressure overall financial performance. Additionally, the company faces risks from decreased demand for radio frequency products and components, as well as competitive pressures that may impact future growth.
This aggregate rating is based on analysts' research of MACOM Technology Solutions Holdings and is not a guaranteed prediction by Public.com or investment advice.
MTSI Analyst Forecast & Price Prediction
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