Is MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) a buy in 2026?
Hold. MACOM Technology Solutions Holdings, Inc. is a wait-and-watch at today's price, not a fresh buy.
Great business riding the optical buildout, but $29B for $82M of free cash flow asks the next two years to arrive flawlessly.
Where MTSI is headed
MACOM has spent the last three years turning itself from a sleepy RF specialist into one of the few Western suppliers with serious exposure to the 800G and 1.6T optical transition inside AI datacenters. The Wolfspeed RF assets they picked up in 2023, the Linearizer Technology buy, and the steady push into laser drivers and TIAs for short-reach optics have given them a product set that lands in nearly every hyperscaler optical module bill of materials worth talking about. Revenue growth of 22.5% trailing and a guided 40% next year is the proof — this is no longer the cyclical RF supplier that lived and died by base station orders.
Read the full Compass Direction on MTSI
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $384.77).
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Frequently asked questions
Is MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) a buy in 2026?
Hold. MACOM Technology Solutions Holdings, Inc. is a wait-and-watch at today's price, not a fresh buy. Great business riding the optical buildout, but $29B for $82M of free cash flow asks the next two years to arrive flawlessly.
What is MTSI's Compass Score?
MACOM Technology Solutions Holdings, Inc. scores 58/100 on Alexandria's Compass, placing it in the "Favorable" tier. Scores blend eight factors and update weekly.
What is the price target for MTSI?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the MTSI page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.