Analysts Raised MACOM Targets in November and December on Solid EPS and Sector Tailwinds

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is 1 of the fastest-growing semiconductor stocks to buy. On December 3, Tim Savageaux, an expert astatine Northland, accrued his terms people connected the banal from $200 to $225 and maintained his Outperform rating. Following Marvell Technology’s acquisition of startup Celestial AI, Savageaux noted that respective suppliers of lasers, outer airy sources, and different optical components are seeing improved semipermanent potential. He truthful updated his estimates and terms people of this radical of companies, including MACOM Technology.

Earlier connected November 6, 2025, pursuing the company’s net release, Truist’s William Stein reiterated Buy and raised his terms people to $180 from $158, saying MACOM’s premium valuation is warranted by “consistent execution, baseline maturation trajectory, and imaginable upside crossed its assorted extremity markets.” Stein besides noted that the firm’s exemplary carries $4.51 CY26 EPS and that MACOM’s early-2026 outlook appears robust; the caller people implies a aggregate of astir 40x.

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MACOM had reported Q4 FY25 gross of ~$261.2 cardinal and adjusted EPS of $0.94, with adjusted gross borderline ~57.1%; full-year gross reached $967.3 cardinal (+32.6% y/y). Management connected the telephone pointed to beardown data-center demand, calling retired momentum successful 800G and the ramp toward 1.6T applications arsenic drivers.

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) designs analog, RF, microwave, and high-speed optical semiconductors utilized crossed information center, telecom, and industrial/defense markets.

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