mtsi stock — MACOM overview

MTSI (MACOM Technology Solutions Holdings, Inc.) — Wikipedia-style Article Structure

Note: This article uses "mtsi stock" as the target search phrase and provides a neutral, factual overview of MACOM Technology Solutions Holdings, Inc. and key stock-related information. It is intended for informational and educational use only and is not investment advice. For live quotes and trading, consider Bitget as a platform option.

Lead summary

mtsi stock refers to the publicly traded shares of MACOM Technology Solutions Holdings, Inc., listed on the NASDAQ under the ticker MTSI. MACOM is a U.S.-headquartered designer and manufacturer of analog semiconductor products covering RF, microwave, millimeter-wave and optical technologies. Its products serve telecommunications (including 5G/6G infrastructure and satellite), data centers, aerospace & defense, industrial and medical markets. This article summarizes MACOM's corporate history, core business and technologies, manufacturing footprint, research activities, customer markets, financial profile and stock-related details.

As of 2026-01-27, according to Benzinga reporting that cites Bank of America research, MACOM's data-center segment grew 48% in 2025 and analysts have highlighted the company’s dual exposure to high‑speed optics and defense/aerospace tailwinds. Readers will find structured sections on products, markets, financial metrics and risks, plus guidance on where to find up‑to‑date figures.

Company overview

MACOM Technology Solutions Holdings, Inc. operates as a designer and supplier of analog semiconductor solutions. The company focuses on high‑performance RF, microwave, millimeter‑wave and optical components and subsystems. Its product portfolio includes integrated circuits, amplifiers, photodetectors, modulators, switches, diodes, multi‑chip modules and optical subsystems.

MACOM serves multiple end markets: telecommunications carrier infrastructure (wireless and fiber), high‑speed data centers, satellite and aerospace communications, defense radar and electronic warfare systems, and selected industrial and medical applications. The company is headquartered in Lowell, Massachusetts, with global development, manufacturing and sales operations across North America, Europe and Asia.

mtsi stock is commonly evaluated by investors seeking exposure to analog and RF semiconductor niches that are leveraged to AI/networking and defense-related spending.

Corporate history

MACOM traces legacy roots to M/A‑COM, a historic name in microwave semiconductors. Over time the business underwent reorganizations, spin-offs and strategic acquisitions that shaped the modern company. The present corporate entity, MACOM Technology Solutions Holdings, Inc., reflects these legacy origins while representing the current public company listed on NASDAQ under the ticker MTSI.

Different sources may cite varying founding dates depending on whether they reference the original M/A‑COM establishment, later reorganizations, or the date of the current corporate formation and public listing. For precise corporate formation dates and changes, SEC filings and the company’s investor relations disclosures provide official timelines.

Key milestones and acquisitions

• Acquisition and consolidation of product portfolios that broadened MACOM’s reach into optical and high‑power RF solutions.
• Strategic purchases of companies and IP to accelerate entry into photodetectors, modulators and high‑speed optical interconnect components.
• Divestitures and restructuring events to sharpen focus on core analog and optical markets.
• Leadership changes aligning executive teams with growth initiatives in data centers and defense programs.

Note: Exact acquisition dates, deal values and transaction details should be verified in MACOM press releases and SEC filings for authoritative records.

Products and technologies

MACOM’s product families span discrete and integrated analog/mixed‑signal components and optical devices. Principal categories include:

• Integrated circuits (RF amplifiers, drivers, frontend ICs)
• Power amplifiers and low‑noise amplifiers
• Diodes and RF/microwave switches
• Multi‑chip modules and hybrid assemblies
• Passive components and packaging solutions
• Photodetectors, optical receivers, modulators and lightwave subsystems

Technology focus areas include compound semiconductor processes (notably GaN and GaAs), high‑power RF design, mmWave circuitry and high‑speed optical solutions for data‑center interconnects.

mtsi stock often reflects investor views on MACOM’s ability to convert these technologies into scalable revenue in AI optics and defense programs.

Applications by end market

• Telecommunications: Components for wireless base stations (5G/6G), satellite communications transceivers and fiber‑optic transport equipment.
• Data centers: High‑speed optical interconnects, photodetectors and modules used in short‑reach and long‑reach links that support server and switch connectivity.
• Defense and aerospace: Microwave amplifiers, radar front ends, electronic warfare (EW) components, jammers and secure communications hardware.
• Industrial and medical: RF subsystems for imaging, test equipment and industrial sensing applications.

These application areas inform product roadmaps and customer engagements that help drive revenue growth and new wins.

Manufacturing and operations

MACOM operates a mixed model of in‑house production and outsourced foundry/assembly relationships. Key manufacturing capabilities include semiconductor process technologies for compound materials (GaN, GaAs), wafer fabrication partnerships, packaging, assembly and final test. The company also operates design and test centers close to major customers to accelerate qualification cycles.

Geographic distribution typically includes U.S. design and management centers, manufacturing and test facilities in North America and Asia, and sales/technical support offices across Europe, Asia and the Middle East. MACOM’s supply‑chain strategy balances in‑house capabilities for proprietary processes with third‑party foundry and subcontractor relationships for volume and flexibility.

Research & development and intellectual property

R&D focus areas at MACOM include high‑power RF, mmWave and GaN-on‑SiC development, as well as high‑speed optical components such as 200G and next‑generation photodetectors aligned with data‑center transitions (for example, 1.6T interconnects). The company invests in both device physics and system‑level integration to support customer requirements for power, bandwidth and reliability.

Patents and proprietary process know‑how are important competitive assets for MACOM. The company leverages patent portfolios, trade secrets and customer‑driven design wins to protect differentiated technologies. R&D outcomes drive product introductions that may materially affect revenue growth and gross margins over time.

Markets, customers and distribution

MACOM’s customer base spans carrier infrastructure OEMs, cloud and hyperscale data‑center operators and defense primes. Sales channels include direct OEM engagement, long‑term supply agreements, and distribution partnerships for volume and geographic reach. The company maintains strategic relationships with system integrators and prime contractors in aerospace and defense.

Demand drivers include network buildouts (wireless and satellite), growth in data‑center interconnect bandwidth, and defense modernization programs. MACOM’s diversified end‑market exposure helps balance cyclicality across communications and defense spending.

Financial overview

This section provides a high‑level, non‑exhaustive view of typical financial considerations for MACOM. For current numeric values—market capitalization, revenue, EPS, free cash flow and debt—consult up‑to‑date financial data providers and official filings.

Revenue drivers: product wins in data centers (high‑speed optics), sustained defense contracts and penetration of GaN‑based power products. Profitability trends depend on product mix (optical vs. RF), gross margins on integrated products, and operating leverage as R&D and SG&A scale.

Semiconductor demand is cyclical and seasonal. MACOM’s reported revenue may reflect quarterly variability tied to customer buying patterns, program timing and inventory management across the supply chain.

Key financial metrics and recent performance

Investors commonly track the following metrics for mtsi stock and MACOM:

• Market capitalization and share count (float vs. outstanding)
• Revenue growth (quarterly and annual)
• Gross margin and operating margin
• Earnings per share (EPS) and adjusted EPS
• Free cash flow and cash balance
• Net debt or leverage ratios
• Backlog, book‑to‑bill and order trends

As of 2026-01-27, according to Benzinga reporting that cites Bank of America research, analysts projected roughly 15% revenue and 22% EPS growth for MACOM through 2027 and cited a $260 price objective from one analyst team. The data‑center segment was reported to have grown approximately 48% in 2025, highlighting optics as a material contributor to recent revenue expansion. Readers should confirm the latest numbers with the company’s earnings releases and SEC filings.

Note: This article avoids live numeric claims; all time‑sensitive financials should be pulled from current market data services and official company reports.

Stock information

• Ticker: MTSI
• Primary listing: NASDAQ
• Example ISIN: US55405Y1001 (use SEC/EDGAR or the company’s investor relations for official confirmation)
• Trading hours: Typical U.S. market hours apply; real‑time and delayed quotes are available through mainstream financial platforms and brokerage services.

For investors seeking to trade mtsi stock, Bitget is a recommended trading platform option in this article given platform guidance; always verify listing availability and compliance before trading.

Historical share performance and volatility

mtsi stock has experienced periods of strong appreciation tied to product cycles (for example, optical wins and defense contract announcements) and has also shown pullbacks during broader semiconductor cyclic downturns. Small‑ and mid‑cap analog semiconductor stocks tend to exhibit higher volatility than large‑cap diversified semiconductor names due to concentrated customer exposures and program timing risks.

Common chart/timeframe views used by investors include multi‑year trend analysis for fundamental shifts, 12‑ to 24‑month price action for product‑cycle assessment, and shorter timeframe technicals around earnings and news events.

Analyst coverage and market sentiment

As of 2026-01-27, financial media reported Bank of America and other research analysts highlighting MACOM among small‑ and mid‑cap analog names with upside tied to high‑speed optics and aerospace/defense tailwinds. Analyst coverage typically includes ratings (buy/hold/sell), consensus price targets, and revenue/EPS estimates.

Bullish themes cited by analysts include:

• Growing data‑center optics wins and participation in next‑generation interconnect transitions.
• Defense and aerospace program momentum that can provide durable revenue.
• Technology differentiation in photodetectors and high‑power RF components.

Cautionary or bearish themes include:

• Semiconductor cyclicality and timing of customer demand.
• Concentration in certain product lines or key customers.
• Supply chain and manufacturing execution risk.

Aggregated analyst coverage can be found via major financial platforms, brokerage research portals and the company’s investor relations updates.

Ownership and insider activity

Institutional ownership patterns for mtsi stock typically include a mix of mutual funds, pension funds, specialized semiconductor/technology investors and hedge funds. Insider activity—executive and director purchases or sales—appears in periodic SEC Form 4 filings and company disclosures. Large institutional stakes and any meaningful insider transactions should be verified through EDGAR and the company’s reports.

Sources for ownership data include public filings and widely used financial data providers; investors often monitor changes in institutional ownership as a sentiment indicator.

Corporate governance and management

MACOM’s governance structure comprises a board of directors and an executive leadership team responsible for strategic direction, operations and investor communications. Recent leadership appointments or board changes are disclosed in company press releases and proxy statements.

Investors evaluate governance on board composition, independence, shareholder alignment, executive incentives and disclosure practices. Material leadership changes can influence market sentiment for mtsi stock.

Regulatory, legal and geopolitical considerations

As a supplier of RF and defense‑related components, MACOM operates in a regulatory environment that can include export controls, national security reviews and trade compliance obligations. Geopolitical developments affecting supply chains, restrictions on certain technologies, or export licensing regimes can present execution risk.

Manufacturers of components for satellite and defense systems also face procurement and contracting requirements that may change with policy or budget decisions. Any material litigation or regulatory filings materially affecting the company are disclosed through SEC filings and company announcements.

Risks and investment considerations

This section outlines common, non‑exhaustive risk factors that typically apply to companies like MACOM and to mtsi stock:

• Semiconductor cyclicality: end‑market variability can cause revenue swings.
• Customer concentration: large program wins or losses from a few customers can disproportionately impact results.
• Supply‑chain and component cost risk: shortages or price volatility can affect margins and delivery schedules.
• Competitive landscape: competitors with scale, pricing power or alternate technologies may pressure market share.
• Execution and manufacturing risk: ramping new technologies (e.g., photodetector families or GaN processes) requires capital and operational discipline.
• Regulatory and export controls: restrictions on certain RF/optical technologies for national security reasons could affect addressable markets.

This article does not provide investment advice. Readers should consult company filings and qualified advisors for personal investment decisions.

Recent developments and news

As of 2026-01-27, according to Benzinga’s coverage citing Bank of America research, analysts highlighted MACOM’s dual exposure to optics and defense as a strength, noting 48% growth in the data‑center segment in 2025 and potential upside from new photodetector wins that position the company for future interconnect transitions. Bank of America identified MACOM (ticker MTSI) as a preferred small‑ and mid‑cap analog name, with an analyst price objective of $260 in that coverage.

Items that commonly move mtsi stock include quarterly earnings results, product‑win announcements (especially optics and defense programs), analyst upgrades/downgrades, and major contract awards from hyperscalers or defense primes.

How to track developments:

• Monitor the company’s quarterly earnings releases and management commentary.
• Watch SEC filings (8‑K, 10‑Q, 10‑K) for material disclosures.
• Follow major industry news outlets and research notes for analyst coverage and sector context.

See also

• RF semiconductor industry overview
• Photonics and optical interconnects
• Competitors and peers in analog/microwave and optical semiconductors

References and data sources

Primary sources for company and stock information include: company press releases and investor relations materials, SEC filings (EDGAR), major financial data providers and business media such as Nasdaq screens, Yahoo Finance, MarketWatch, Benzinga and brokerage research reports. For the analyst commentary and growth figures cited above, see reporting by Benzinga (citing Bank of America) as of 2026-01-27.

Readers should obtain live financial figures and verification from up‑to‑date market data services and official MACOM disclosures.

External links

• MACOM investor relations and corporate filings (company disclosures and official SEC reports)
• Public SEC filings repository for company 10‑Q/10‑K/8‑K documents
• Financial quote pages and analyst coverage summaries for MTSI on major data platforms

Further reading and next steps: To follow mtsi stock moves and company developments, subscribe to MACOM’s investor alerts, review quarterly filings, and consider using a regulated trading platform such as Bitget for market access and execution. Explore Bitget features and Bitget Wallet for related trading and custody needs.

Reporting date: As of 2026-01-27, according to Benzinga reporting that cites Bank of America research.