Added to YB: 2025-12-13
Pitch date: 2025-12-12
MTSI [neutral]
MACOM Technology Solutions Holdings, Inc.
Author Info
MMMT Wealth is a CPA who shares stock pitches in their newsletter. Sign up for the newsletter.
Company Info
MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.
Market Cap
$14.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
66.94
P/E
-254.17
EV/Sales
14.24
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Optics: The Next Big Theme & The Best Stocks Today - MACOM Technology Solutions Holdings, Inc.
MTSI (quick overview): Championing Linear Drive Pluggable Optics (LPO) tech - cheaper, lower power alternative to MRVL's DSP chips. Operating in middle ground between current plugs & future CPO. 15.9% rev growth, 32% EBITDA growth (FY26E), 27.2% net margin. Rich at 12.3x NTM EV/Sales, 45x P/E.
Read full article (1 min)