Professional
Added to YB: 2024-08-05
Pitch date: 2024-06-30
MTSI [bullish]
MACOM Technology Solutions Holdings, Inc.
+58.89%
current return
Author Info
No bio for this author
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
$111.62
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
Artisan Mid Cap Fundy Added On Position: MACOM Technology Solutions Holdings, Inc.
MTSI: Semiconductor maker for aerospace, defense, industrial, telecom & data centers. New mgmt focusing on niche markets w/ differentiated products, esp. compound semis. Steady growth in data center & defense. DoD trusted foundry status. Cyclical industrial & telecom segments near recovery, promising earnings upside. Recent Q results support thesis.
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