MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI)

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at analog semiconductors stocks, starting with MACOM (NASDAQ:MTSI).

The ACC-MSA aims to accelerate interoperability and innovation for next-generation copper interconnect solutions

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

MACOM’s fourth quarter was marked by robust revenue growth and a positive market reaction, driven primarily by strength across its core end markets. Management attributed the strong performance to a surge in demand for data center products, particularly in high-speed optical modules and cables, and highlighted sequential growth in industrial and defense as well as telecom. CEO Stephen Daly emphasized that “data center revenue growth is robust, primarily in pluggable optical modules and optical cables with our 800G and 1.6T PAM4 products,” while also noting record-level backlog and increased bookings, which reflect durable customer demand and execution across all business lines.

Network chips maker MACOM Technology Solutions (NASDAQ: MTSI) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 24.5% year on year to $271.6 million. On top of that, next quarter’s revenue guidance ($285 million at the midpoint) was surprisingly good and 3.4% above what analysts were expecting. Its non-GAAP profit of $1.02 per share was 2.2% above analysts’ consensus estimates.

Shares of network chips maker MACOM Technology Solutions (NASDAQ: MTSI) jumped 7.4% in the afternoon session after the company reported strong fourth-quarter 2025 financial results that beat expectations and issued an optimistic outlook for the first quarter of 2026. 

MACOM (MTSI) Q1 2026 Earnings Call Transcript

Network chips maker MACOM Technology Solutions (NASDAQ: MTSI) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 24.5% year on year to $271.6 million. On top of that, next quarter’s revenue guidance ($285 million at the midpoint) was surprisingly good and 3.4% above what analysts were expecting. Its non-GAAP profit of $1.02 per share was 2.2% above analysts’ consensus estimates.

LOWELL, Mass., Feb. 05, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal first quarter ended January 2, 2026.

A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. 

Network chips maker MACOM Technology Solutions (NASDAQ: MTSI) will be reporting results this Thursday before market open. Here’s what to expect.

The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.

LOWELL, Mass., Jan. 26, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (NASDAQ: MTSI), a leading supplier of semiconductor products, today announced the promotions of two senior leaders within the organization to the Senior Vice President level. These promotions further strengthen and expand MACOM’s management team, with a focus on executing strategic corporate initiatives to grow and better serve its diverse customer base, as well developing advanced semiconductor technologies.

All three are good bets to top the annual growth of the generative AI market.

LOWELL, Mass., Jan. 22, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its first quarter ended January 2, 2026, before market open on Thursday, February 5, 2026. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, February 5, 2026 hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice President and Chief Financial Officer.

A number of stocks jumped in the afternoon session after industry giant Taiwan Semiconductor Manufacturing Co. posted stronger-than-expected quarterly results, fueling optimism about sustained demand for artificial intelligence (AI) hardware. 

Wrapping up Q3 earnings, we look at the numbers and key takeaways for the analog semiconductors stocks, including MACOM (NASDAQ:MTSI) and its peers.

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.

LOWELL, Mass., Jan. 12, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (NASDAQ: MTSI), a leading supplier of semiconductor products, today announced the appointment of Bryan Ingram as an independent director to MACOM’s Board to Directors (the “Board”), effective January 12, 2026.