Why M/A-Com (MTSI) International Revenue Trends Deserve Your Attention

Review M/A-Com's (MTSI) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.

Zacks Investment Research • Aug 11, 2026

MACOM Technology Solutions: Why I Loaded Up This Pullback

MACOM's Q3 revenue increased 35.8% while adjusted operating income surged nearly 70%, demonstrating powerful operating leverage. Record 1.6x book-to-bill and 35% sequential Data Center guidance suggest demand continues accelerating despite the larger revenue base. Data Center growth could reach roughly 50% in FY2027 as 1.6T, photodetectors, NPO and eventually CW lasers expand content.

Seeking Alpha • Aug 10, 2026

MACOM Technology: Excellent Execution, Uncomfortable Multiple

MACOM Technology Solutions Holdings is rated Hold as its forward EV/EBITDA of 46x sits 58 percent above its five-year average despite strong operational execution. My probability-weighted valuation is $272.83 per share, 9.6 percent below the current price, with scenarios ranging from $155.86 in the bear case to $383.95 in the bull case. Strong Q3 growth is offset by rising Customer A and China revenue concentration alongside $340.5 million in now-current convertible notes.

Seeking Alpha • Aug 8, 2026

MTSI Q3 Earnings Call Highlights Data Center Growth Outlook

MACOM sees accelerating Data Center demand, record orders and rising manufacturing leverage supporting a stronger fiscal Q4 outlook.

Zacks Investment Research • Aug 7, 2026

MTSI Q3 Earnings Surpass Expectations, Revenues Rise Y/Y

MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.

Zacks Investment Research • Aug 7, 2026

Carillon Chartwell Small Cap Growth Fund Q2 2026 Portfolio Review

Sterling Infrastructure shares soared in Q2 after Q1 revenue and earnings per share beat expectations, backlog grew and guidance was raised. MACOM Technology stock rallied after a strong earnings report, along with record backlog and book-to-bill metrics, driven by strength in the data center and defense segments. Gulfport Energy stock lagged as natural gas prices weakened amid rising supply and storage concerns, pressuring earnings expectations for gas-focused producers.

Seeking Alpha • Aug 7, 2026

MACOM Technology Solutions Q3 Earnings Call Highlights

MACOM Technology Solutions NASDAQ: MTSI reported record fiscal third-quarter results, citing strong demand across its data center, industrial and defense, and telecom markets. The company also issued fourth-quarter guidance that calls for another sequential increase in revenue, margins and adjusted earnings.

MarketBeat • Aug 6, 2026

MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2026 Earnings Call Transcript

MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2026 Earnings Call Transcript

Seeking Alpha • Aug 6, 2026

M/A-Com (MTSI) Q3 Earnings and Revenues Surpass Estimates

M/A-Com (MTSI) came out with quarterly earnings of $1.4 per share, beating the Zacks Consensus Estimate of $1.34 per share. This compares to earnings of $0.9 per share a year ago.

Zacks Investment Research • Aug 6, 2026

M/A-Com (MTSI) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Although the revenue and EPS for M/A-Com (MTSI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Aug 7, 2026