Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.

MACOM Technology Solutions Holdings, Inc. (MTSI) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q2
while the company shows strong operational scaling with a 22.7% FCF margin, the current valuation at 148.19x EV/EBITDA warrants caution regarding the premium priced into future growth.
MACOM Technology Solutions Holdings, Inc. (MTSI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
MACOM Technology Solutions Holdings, Inc. (MTSI) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $1.09vs $1.07+1.9% | $289Mvs $285M+1.3% |
| Q1 2026 | Feb 5, 2026 | $1.02vs $0.99+3.0% | $272Mvs $269M+1.0% |
| Q4 2025 | Nov 6, 2025 | $0.94vs $0.93+1.2% | $261Mvs $260M+0.4% |
| Q3 2025 | Aug 7, 2025 | $0.90vs $0.89+1.1% | $252Mvs $260M-3.1% |
Recent stock market news and headlines for MACOM Technology Solutions Holdings, Inc. (MTSI)
Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.

On CNBC's “Halftime Report Final Trades,” Joseph M. Terranova, senior managing director for Virtus Investment Partners, named Corning Incorporated (NYSE:GLW) as his final trade.

Does M/A-Com (MTSI) have what it takes to be a top stock pick for momentum investors? Let's find out.

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 |
|---|---|---|---|---|---|---|---|
| $327.64 | $25B | -448.82 | 32.58% | -5.6% | -4.42% | — | |
| $731.25 | $52.21B | 1976.35 | 21.03% | 17.68% | 30.68% | — | |
| $58.70 | $2.76B | -36.92 | 12.74% | -11.54% | -6.84% | — | |
| $87.13 | $8.08B | 24.07 | -1.09% | 9.22% | 9.69% | — | |
| $65.93 | $9.92B | 21.41 | -2.18% | 8.93% | 6.3% | — | |
| $217.57 | $7.18B | -109.88 | 34.29% | -6.13% | -4.66% | — |
MACOM Technology Solutions Holdings, Inc. (MTSI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
MACOM Technology Solutions Holdings, Inc. (MTSI) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 7, 2026·SEC
Mar 9, 2026·SEC
Feb 5, 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 $1.07B in revenue for fiscal year 2025. This represents a 945% 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 $176.8M 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 $167.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.