
MTSI Stock Forecast & Price Target
MTSI Analyst Ratings
Bulls say
MACOM Technology Solutions Holdings Inc. has demonstrated strong financial performance with datacenter sales increasing by 11% quarter-over-quarter and 68% year-over-year, primarily driven by the robust demand for optical solutions featuring 800G technology. Additionally, the Industrial and Defense segment has shown a steady growth of 1% QoQ and 8.4% YoY, contributing significantly to the overall revenue and nearing $100 million. Furthermore, the Telco sector experienced a notable rise of 18% QoQ and 38% YoY, benefiting from advancements in 5G infrastructure and related services, which underscores a solid foundation for sustained financial growth.
Bears say
MACOM Technology Solutions Holdings Inc. has experienced a decline in gross margin, which decreased by 60 basis points primarily due to utilization issues at its Lowell fabrication facility. Despite a minimal decrease of 10 basis points in operating margin, concerns regarding operational efficiency and rising operating expenses, indicated by a ~$6 increase in OpEx, signal potential future challenges. These financial metrics suggest underlying pressures that could impede the company's profitability and long-term growth outlook in the highly competitive semiconductor market.
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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