MACOM Technology Solutions Holdings, Inc. (MTSI)

MACOM's stock price has experienced significant growth, with a 66.3% jump over the past six months and a 106.58% increase over the past year as of March 19, 2026, attributed to solid quarterly results, optimistic guidance, and analyst upgrades driven by AI-driven data center spending; however, the stock has also experienced volatility and recent pullbacks, including a 10.11% decline over the past month, due to uncertainty regarding large-scale sales of high-end artificial intelligence chips to China.

While explicit details on MACOM's product demand seasonality are not readily available, the company has reported strong and accelerating demand across its key end markets, particularly in the data center, industrial, defense, and telecom sectors, with management projecting increased data center year-over-year revenue growth of 35-40% for FY26.

MACOM Technology Solutions Holdings, Inc. (MTSI) specializes in analog semiconductor solutions for telecommunications infrastructure, data centers, industrial, defense, and aerospace, offering products like RF power amplifiers, switches, and optical components, utilizing a fabless and fab-lite manufacturing model.

MACOM serves a global customer base with sales offices and representatives in North America, Europe, and Asia; Q2 2024 revenue breakdown included $85.0 million from the United States, $32.0 million from China, $29.0 million from other Asia-Pacific regions, and $19.0 million from Europe.

MACOM maintains a strong brand reputation through certifications like ISO 9001, ISO 14001, IATF16949, and AS9100D, and was recognized with a Technology & Engineering Emmy Award in 2015; positive financial performance and new product launches have contributed to a favorable market response, broadening its positive reputation in communications and defense markets.

MACOM Technology Solutions Holdings, Inc. has significant institutional ownership, with 602 institutional owners and shareholders holding a total of 71,036,284 shares, representing approximately 99.44% of shares outstanding, while insider ownership is around 1.34%.