MTSI

Over the past six months, MACOM's stock has shown significant movement, increasing from $127.12 on September 19, 2025, to $275.86 on September 18, 2026, with a 52-week high of $418.90. Recent strong financial performance includes Q3 FY2026 revenue of $342.2 million (35.8% YoY increase) and adjusted EPS of $1.40, exceeding estimates. The data center segment was the largest revenue contributor, tracking towards 74% growth in fiscal 2026, and management raised its FY2026 data center growth guidance to over 60%. The company achieved a record book-to-bill ratio of 1.6:1. Despite strong growth, the stock experienced recent pullbacks, retreating by 23.14% over 30 days and 35.68% over 90 days as of September 17, 2026, though it still had a year-to-date return of 43.89% and a one-year return of 90.91%. Concerns about valuation and insider selling activity ($530.9 million in the past 12 months with no purchases) have been noted.