MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless base stations, optical networks, radar and medical systems, satellite networks, and test and measurement applications. The company serves carrier infrastructure, which comprise long-haul/metro, 5G and 6G infrastructure, satellite communications, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company operates in the United States, China, Japan, Singapore, South Korea, Taiwan, and internationally. MACOM Technology Solutions Holdings, Inc. was formerly known as M/A-Com Technology Solutions Holdings, Inc. and changed its name to MACOM Technology Solutions Holdings, Inc. in 2016. MACOM Technology Solutions Holdings, Inc. was founded in 1950 and is based in Lowell, Massachusetts.
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Analog chip stocks post strong Q2, led by Monolithic Power
Analog semiconductor stocks tracked by StockStory delivered a strong second quarter, with revenues beating consensus estimates by 1.8% and next-quarter guidance coming in 4.9% above expectations. Microchip Technology reported revenues of $1.48 billion, up 38% year over year, exceeding estimates by 1.8%, while Monolithic Power Systems posted revenues of $980.6 million, up 47.6% year over year and beating estimates by 8.6%. Himax reported revenues of $227.4 million, up 5.9% year over year, MACOM reported revenues of $342.2 million, up 35.8% year over year, and Sensata Technologies reported revenues of $990.6 million, up 5% year over year. Despite the strong results, the group's share prices have declined 2.2% on average since the latest earnings reports.
MACOM reported second quarter revenue of $342.2 million, beating analyst estimates of $335.7 million and growing 35.8% year-on-year, while adjusted EPS of $1.40 also topped expectations. The company guided third quarter revenue to $420 million at the midpoint, well above the $365.8 million consensus, and adjusted EPS guidance of $2.00 exceeded the $1.57 estimate. During the earnings call, analysts focused on Data Center strength driven by 200G PAM4 and ZR products, the timing of Telecom growth from LEO satellite programs, potential U.S. restrictions on Chinese module makers, promising indium phosphide products like photodetectors and CW lasers, and input cost inflation's impact on margins. CEO Stephen Daly noted that two or three major LEO programs should start production later this year and early next, and described the laser market as a multibillion-dollar opportunity. MACOM shares traded at $308.10, up from $263.46 before the earnings release.
AI Demand Lifts Marvell, MACOM, Micron, Western Digital, Semtech
Shares of Marvell Technology, MACOM, Micron, Western Digital, and Semtech jumped in afternoon trading after upbeat earnings and bullish forecasts from AI-related firms signaled robust demand for artificial intelligence technology. Super Micro Computer rallied after its earnings per share came in 84% higher than expected and it provided a revenue forecast that topped estimates, while CoreWeave gained after its sales forecast also exceeded expectations. The optimism spread globally, with Asian markets rising and South Korea's semiconductor exports surging 155% year-over-year in early August. Marvell Technology rose 4.5%, MACOM gained 5.4%, Micron jumped 6.9%, Western Digital added 4.1%, and Semtech climbed 6.9%.
MACOM Reports Record Bookings and Strong Q3 2026 Results
MACOM Technology Solutions Holdings reported record quarterly bookings and a record book-to-bill ratio of 1.6:1 for its fiscal third quarter of 2026, with revenue of $342.2 million, up 35.8% year over year. Adjusted gross margin was 59.7%, up 120 basis points sequentially, and adjusted operating margin reached 31.5%, up from 25.2% a year earlier. Data Center revenue was $137.6 million, up approximately 40% sequentially, driven by demand for 800G and 1.6T PAM4 products, while Industrial and Defense revenue rose 11% sequentially to $133.4 million and Telecom revenue increased 2% to $71.3 million. The company guided fiscal fourth quarter revenue to $415 million to $425 million, with adjusted EPS of $1.97 to $2.03 and adjusted gross margin of 60% to 61%. MACOM also said it expects approximately 35% sequential growth in Data Center and 20% in Industrial and Defense for the fourth quarter, and it now estimates its served addressable market at $15 billion by 2027.
Parker-Hannifin, Ralph Lauren, ATI, and MACOM shares jump on earnings beats
Parker-Hannifin, Ralph Lauren, ATI, and MACOM Technology Solutions all posted quarterly earnings that exceeded analyst estimates, driving sharp share-price gains. Parker-Hannifin surged 7.3% after reporting fourth-quarter fiscal 2026 adjusted earnings of $9.27 per share, topping the Zacks Consensus Estimate of $8.29. Ralph Lauren climbed 4% following first-quarter fiscal 2027 adjusted earnings of $4.59 per share, above the $4.30 consensus. ATI jumped 8.9% on second-quarter 2026 adjusted earnings of $1.23 per share, beating the $1.03 estimate. MACOM soared 14.5% after third-quarter fiscal 2026 adjusted earnings of $1.40 per share, exceeding the $1.34 consensus.
Carillon Eagle Mid Cap Growth Fund Highlights MACOM Technology as a Resilient Player in High-Growth Markets
Carillon Eagle Mid Cap Growth Fund highlighted MACOM Technology Solutions Holdings, Inc. as a resilient player in high-growth markets in its second-quarter 2026 investor letter. The fund noted that MACOM manufactures high-performance analog and optical components and is diversified across data center, industrial, and telecom markets. The AI spending wave from hyperscalers has led to very strong growth in MACOM's data center products, and investors have appreciated the company's exposure to aerospace, defense, and space end markets expected to have long runways for growth. As of July 29, 2026, MACOM shares closed at $228.71, with a one-month return of negative 21.92% and a 52-week gain of 83.48%, and a market capitalization of $17.45 billion.
US semiconductor stocks fall on new tariffs targeting key supply chain partners
Shares of several US semiconductor companies declined after the US government announced new tariffs of 10% to 12.5% on 60 trading partners, including the European Union, Japan, South Korea, and Taiwan, over forced labor concerns. The tariffs, imposed under Section 301, are seen as legally durable and potentially permanent, raising fears of long-term margin compression for US chipmakers that rely on imported materials, equipment, and outsourced assembly and test services from these regions. Among the affected stocks, Lattice Semiconductor fell 4.5%, Allegro MicroSystems dropped 4.2%, Monolithic Power Systems declined 3%, Marvell Technology lost 5.3%, and MACOM decreased 4%. The sell-off added to a global rout that began overnight with Asian chip heavyweights Samsung and SK Hynix.
MACOM Technology Solutions Rose on Strong Results and Data Center Demand
MACOM Technology Solutions Holdings saw its shares rise after delivering better-than-expected revenue and stronger-than-expected guidance, driven by strength in data center hardware, industrial, and defense demand, according to Artisan Small Cap Fund's second-quarter 2026 investor letter. The fund noted that the company has benefited from a favorable profit cycle across its data center, industrial, defense, and telecom end markets, supported by strength in optical networking, satellite communications, and defense systems. Artisan harvested some capital as MACOM's market capitalization moved beyond the parameters of its small-cap strategy, while maintaining conviction in the franchise and its profit cycle. The fund believes valuation expectations remain reasonable from a multiyear perspective. MACOM closed at $282.82 per share on July 23, 2026, with a one-month return of -26.96% and a 52-week gain of 95.88%, and a market capitalization of $21.58 billion.
MACOM, Lattice Semiconductor, and Amtech Shares Jump on Cooler Inflation and IBM AI Demand Signal
Shares of MACOM, Lattice Semiconductor, and Amtech rose sharply in afternoon trading after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM validated AI hardware demand. June core CPI was flat month-over-month, reopening the door to a friendlier interest rate environment, while IBM CEO Arvind Krishna revealed that clients shifted enterprise budgets toward servers, storage, and memory to secure supply-constrained AI infrastructure. The soft inflation print lowers the discount rate for high-multiple semiconductor valuations, and IBM's warning acts as direct confirmation that AI infrastructure spending is not slowing down. MACOM jumped 2.8%, Lattice Semiconductor gained 2.8%, and Amtech rose 2.6%.
ClearBridge SMID Cap Growth Strategy Adds MACOM Technology Solutions in Q2 2026
ClearBridge Investments' SMID Cap Growth Strategy added MACOM Technology Solutions as a new position in the second quarter of 2026, citing its differentiated exposure to AI networking, data connectivity, defense, and satellite communications. The strategy noted that MACOM's compound semiconductor expertise offers unique access to these growth areas. MACOM Technology Solutions, a provider of high-power analog semiconductor solutions, reported fiscal second-quarter revenue of $289 million, up 6.4% sequentially and over 22% year-on-year. As of July 10, 2026, the stock closed at $308.52 per share with a market capitalization of $23.54 billion, posting a one-month return of negative 19.82% but a 52-week gain of 125.81%. The addition came during a quarter when the Russell 2500 Growth Index surged 24.0%, driven by AI infrastructure enthusiasm, though the strategy underperformed due to underexposure to top AI infrastructure stocks and weakness in healthcare and consumer discretionary sectors.
MACOM and Marvell Technology Stocks Jump as Semiconductor Sector Rebounds
MACOM and Marvell Technology shares rose sharply in afternoon trading as semiconductor stocks rebounded on dip buying and reports that China may ease restrictions on advanced Nvidia AI chip imports. MACOM jumped 6.8% and Marvell Technology gained 7%, part of a broader sector recovery after a recent selloff. The rally was fueled by a report that Chinese authorities told Alibaba, ByteDance, and DeepSeek they may soon be allowed to buy a limited quantity of Nvidia H200 processors, capped under 200,000 units. Additional support came from news that SK Hynix's $24.5 billion U.S. ADR offering was oversubscribed by more than seven times, signaling strong institutional demand for AI memory chips.
MACOM and Universal Display Shares Soar Amid Semiconductor Sector Rebound
Shares of MACOM and Universal Display jumped 4.8% and 5.2% respectively as the semiconductor sector rebounded from last week's sharp selloff, fueled by bullish Wall Street updates. Broadcom gained about 4.2% after disclosing multi-year agreements with Apple through 2031 to supply custom ASIC silicon. UBS raised its Q3 DDR contract-pricing forecast to a 32% quarter-on-quarter increase, up from 17%, and reiterated DRAM undersupply until at least the second quarter of 2028. Citi added an upside catalyst watch on Micron, while BofA reiterated a Buy rating with a $1,550 price target, arguing memory represents roughly 35% to 40% of cloud AI capital expenditure yet memory stocks trade at a sub-par 10 times forward price-to-earnings ratio. Goldman's trading desk flagged an oversold buy-the-dip setup after momentum factors fell 24% from their peak, the largest drawdown since the first quarter of 2023. The sector recovery was reinforced by SK Hynix's roughly $28 billion Nasdaq listing the previous week and Samsung's upcoming earnings, keeping the memory super-cycle story in focus.
MACOM leads analog chip peers with highest guidance raise in Q1
MACOM Technology Solutions posted the highest guidance raise among 15 tracked analog semiconductor stocks in the first quarter. The company reported revenues of $289 million, up 22.5% year on year, beating analysts' estimates by 1.2%. Texas Instruments delivered the biggest analyst estimate beat with revenues of $4.83 billion, up 18.6% year on year, exceeding expectations by 6.6%. Universal Display had the weakest performance, with revenues of $142.2 million, down 14.5% year on year, missing estimates by 11%. Monolithic Power Systems reported revenues of $804.2 million, up 26.1% year on year, topping expectations by 2.8%, while Impinj posted flat revenues of $74.25 million, beating estimates by 2.4%. Overall, the group's revenues beat consensus estimates by 1.5% and next-quarter revenue guidance came in 5.7% above expectations.
MACOM Earns a Second Look While WSFS and NBHC Face Headwinds
StockStory highlights MACOM Technology Solutions as an unpopular stock deserving a second chance, while questioning the outlook for WSFS Financial and National Bank Holdings. MACOM has posted exceptional 29.8% annual revenue growth over the past two years and is forecast to accelerate to 36.5% growth in the next 12 months, with earnings per share rising 18.4% annually over five years. In contrast, WSFS Financial faces muted net interest income growth of 9.7% annually over five years and a projected slowdown to 3.3%, while National Bank Holdings has seen flat earnings per share and below-peer tangible book value growth of 2.1% annually. MACOM trades at 59.9 times forward earnings, WSFS at 1.4 times forward price-to-book, and NBHC at 1.1 times forward price-to-book.
MACOM Introduces Hot Via Chip Scale Packaging for Faster AI Networking Components
MACOM Technology Solutions introduced its hot via chip scale technology, a packaging process built on AlGaAs diode technology that eliminates traditional wire bonds. The process routes RF signal and ground paths vertically through the die, simplifying surface-mount assembly, reducing parasitics, and improving manufacturing consistency for reliable performance into millimeter-wave frequencies. Its first product using the process is the MASW-011261, a broadband SP2T switch operating from 60 to 110 GHz, with 0.9 dB typical insertion loss, 30 dB isolation, and sub-20 ns switching. The release reinforces MACOM's position in high-speed semiconductor components used across optical networking and data-center infrastructure.
MACOM, Semtech, and Photronics Shares Plummet on SK Hynix HBM Slowdown Report
Shares of MACOM, Semtech, and Photronics fell sharply in afternoon trading after a report that South Korea's SK Hynix is slowing its high-bandwidth memory expansion rattled the AI-chip complex. MACOM dropped 7.2%, Semtech fell 7%, and Photronics declined 7.3%. The underlying report indicated SK Hynix is deliberately slowing its HBM4 ramp to redirect capacity into conventional DRAM, where shortages have pushed operating margins more than 15 points above HBM's, rather than signaling a demand slowdown. The broader sell-off also reflected profit-taking after a parabolic run in memory stocks, with Micron down 11% while logic-heavy Nvidia fell only about 3.6%, as traders priced in 50 basis points of Federal Reserve rate hikes by December under new Chair Kevin Warsh, making debt-funded AI capital expenditure harder to justify at record valuations.
MACOM Technology Solutions Sees Growth Across Data Center, Defense, and Satellite Markets
MACOM Technology Solutions Holdings is experiencing growth across its three key end markets, according to Osterweis Opportunity Fund's first-quarter 2026 investor letter. The fund highlighted the analog and optical semiconductor designer as its biggest contributor in IT for the second consecutive quarter. In data centers, management projects 35 to 40 percent growth with potential for additional upside. The company is also well positioned in defense electronic warfare, supporting missile warning and radar programs, and is seeing increased activity in low earth orbit satellites with customers such as SpaceX. MACOM reported fiscal second-quarter revenue of 289 million dollars, up 6.4 percent sequentially and over 22 percent year-on-year.