MACOM Technology Solutions Holdings Stock Rises 255% in Five Years, With Revenue Growth of 8.0%

Investors who bought MACOM Technology Solutions Holdings (NASDAQ:MTSI) five years ago have seen a 255% return. The stock has risen 21% in the last quarter, but the company's fundamentals show mixed results, with a profit in the past but a trailing twelve months loss. Revenue has grown at an 8.0% compound rate over five years.

Investors who bought MACOM Technology Solutions Holdings (NASDAQ:MTSI) five years ago have seen a substantial return of 255%. The stock has recently risen by 21% in the last quarter, but the company's fundamentals present a mixed picture. While the company has shown profit in the past, it has also reported a loss over the trailing twelve months. Revenue has grown at an 8.0% compound rate over the last five years [2].

MACOM Technology Solutions Holdings is set to report earnings this Thursday, with analysts expecting a 31.1% year-on-year revenue increase to $249.7 million, up from $190.49 million a year ago [1]. The company's earnings per share (EPS) guidance for the period ending June 30, 2025, was between $0.87 and $0.91 per share, with analysts estimating $0.90 per share [1]. This follows MACOM's history of exceeding Wall Street's expectations, with an average beat of 0.9% over the past two years [2].

Analysts are largely optimistic about MACOM's prospects. The majority of analysts covering the company have a "strong buy" or "buy" rating, with the current average analyst rating being "buy" [4]. The median 12-month price target for MACOM is $150.00, representing an 8.41% upside from its last closing price of $140.00 [4]. This suggests that analysts anticipate further growth in the company's stock price.

Looking at MACOM's peers in the analog semiconductors segment, some have already reported their Q2 results. Skyworks Solutions delivered year-on-year revenue growth of 6.6%, beating analysts' expectations by 2.6%, while Impinj reported a revenue decline of 4.5%, topping estimates by 4.3% [2]. Impinj's stock price traded up 26.2% following its results, indicating that investors are optimistic about the segment's performance.

Despite the positive outlook, investors should be mindful of MACOM's recent financial performance. The company has reported a loss over the trailing twelve months, which may suggest underlying issues that need addressing. However, the company's revenue growth and analyst optimism indicate that there is potential for further growth in the near future.

References:
[1] https://www.tradingview.com/news/reuters.com,2025:newsml_L8N3TX20A:0-macom-technology-solutions-holdings-inc-expected-to-post-earnings-of-90-cents-a-share-earnings-preview/
[2] https://finance.yahoo.com/news/macom-mtsi-reports-earnings-tomorrow-032155283.html
[3] https://www.tradingview.com/news/stockstory:2d73f4ae3094b:0-macom-mtsi-reports-earnings-tomorrow-what-to-expect/
[4] https://www.tipranks.com/stocks/mtsi/forecast