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Ranked #1967 by analyst upside · 2026-09-27
MTSI
MACOM Technology Solutions Holdings, Inc.
Technology · Market Cap $22B · P/E 90.9x
ANALYST PRICE TARGET
+38.4%
implied upside to consensus target
Current Price $285.57
Consensus Target $395.33
Bull Target $475.0
Bear Target $300.0
Analysts Covering 15
ANALYST CONSENSUS - BUY
Strong Buy
3
Buy
9
Hold
3
Sell
0
52-Week Low $121.97
52-Week High $418.9
YTD Return +63.2%
FUNDAMENTALS
Market Cap $22B
P/E Ratio (TTM) 90.9x
Forward P/E 33.6x
EPS (TTM) $3.14
PEG Ratio 2.05
Dividend Yield N/A
Revenue (TTM) $1.2B
Profit Margin 20.7%
52-WEEK RANGE
52-Week Low $121.97
52-Week High $418.9
Current Price $285.57
Bear Target $300.0
Bull Target $475.0
● Now $285.57 ● Target $395.33
TRADING DATA
Avg Volume 1.5M
YTD Return +63.2%
Analyst Count 15
Consensus Buy
Upside to Target +38.4%
Last Updated 2026-09-27

ANALYST SUMMARY

MACOM Technology Solutions Holdings, Inc. (MTSI) is currently trading at $285.57 with a Wall Street consensus price target of $395.33, implying potential upside of 38.4% over the next 12 months. 15 analysts currently cover MTSI, with a consensus rating of Buy - 80% of analysts rate the stock a Buy or Strong Buy. The most bullish analyst has a price target of $475.0, while the most cautious has a target of $300.0.

MTSI operates in the Technology sector with a market capitalisation of $22B. The stock is up 63.2% year-to-date and is currently trading near the upper end of its 52-week range of $121.97 – $418.9.

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RECENT ANALYST CALLS

Upgrade/downgrade history for MTSI, with each firm's 90-day track record across all stocks we track. See full firm rankings →

BMO Capital ↑ Upgrade
Market Perform → Outperform 2026-09-18 Building track record
BMO Capital ● Initiated
Market Perform 2026-08-21 Building track record
Evercore ISI Group - Reiterated
Outperform → Outperform 2026-08-07 Building track record
Needham - Reiterated
Buy → Buy 2026-08-06 20% win rate (5 calls)
Susquehanna - Reiterated
Neutral → Neutral 2026-07-21 Building track record
Stifel - Reiterated
Buy → Buy 2026-06-24 Building track record
Barclays - Reiterated
Overweight → Overweight 2026-05-22 Building track record
JP Morgan - Reiterated
Neutral → Neutral 2026-05-08 43% win rate (7 calls)
HISTORICAL SNAPSHOT

Point-in-time data from StockUpside's daily snapshots. Tracks price, analyst target, upside %, consensus, and analyst count.

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ANALYST CONVICTION SCORE
61
out of 100
Coverage depth
21/30
Consensus clarity
18/30
Vote unanimity
20/25
Rating stability
2/15

Measures analyst agreement, not fundamental quality. A high score means analysts broadly agree on this call - not that the stock will go up.

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