MACOM Technology Solutions
MTSI · NASDAQ · Technology
$275.84
$3.23 (-1.17%) today
Market Cap
$21.07B
24h Volume
$307.2M
P/E Ratio
88.1
52w High
$409.68
52w Low
$122.18
Est. AI Revenue
20%
7-Day Sparkline (Static)
Company facts
Performance
About MACOM Technology Solutions
MACOM Technology Solutions designs analog semiconductors: high-performance radio frequency and optical components used in communications networks, data centers, defense systems, and industrial equipment.
Its AI relevance runs through the data center. 800G AI Optical Transceivers and Data Center Laser Drivers move data at the speeds AI clusters require, Coherent DSP for AI handles longer optical links, and 5G MIMO RF Solutions serve its telecom franchise. When hyperscalers wire up new AI capacity, components like these carry the traffic.
Founded in 1950 and headquartered in Lowell, Massachusetts, MACOM trades on the NASDAQ and employs about 2,000 people under CEO Stephen Daly.
MACOM Technology Solutions in the AI buildout
MACOM sits in the Semiconductors and Cloud & Hyperscalers layers as a components supplier to AI networking. Its laser drivers, optical transceiver parts, and high-speed analog chips go into the interconnects that link AI data centers, and AI-driven datacom demand is its fastest growing segment. Telecom, industrial, and defense markets still supply most revenue, which keeps overall exposure moderate. Supercycle scores it 35 out of 100.
MTSI is tracked in Semiconductors and Cloud & Hyperscalers, rated Growing on the AI Exposure leaderboard.
By the numbers
52-week range
MTSI trades at $275.84, 53% of the way up its 52-week range of $122.18 to $409.68.
Market cap
Market capitalization is $21.07B, with an AI Exposure Score of 35 out of 100.
Valuation vs peers
Its P/E ratio of 88.1 is above the Semiconductors category median of 47.5.
Next earnings
MACOM Technology Solutions is next expected to report earnings on November 5, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does MACOM Technology Solutions do?
MACOM designs high-performance RF and optical semiconductors used in communications networks, data centers, defense, and industrial systems, selling components rather than complete systems.
How is MACOM exposed to AI?
Through data center interconnects. Its optical and high-speed analog parts serve AI networking, its fastest growing segment, while telecom, industrial, and defense still supply most revenue. Supercycle scores it 35 out of 100.
What are MACOM's main AI products?
800G AI Optical Transceivers, Data Center Laser Drivers, and Coherent DSP for AI links, alongside 5G MIMO RF Solutions for telecom customers.
Where is MACOM headquartered and who leads it?
MACOM is headquartered in Lowell, Massachusetts, was founded in 1950, and is led by CEO Stephen Daly. It employs about 2,000 people and trades on the NASDAQ.
Is MTSI a pure play AI stock?
No. MACOM is a diversified analog chip supplier where AI datacom is the fastest growing piece. Its score of 35 out of 100 reflects growing but partial exposure.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
Related reading
- How to follow smart money with 13F filings · 13F filings show what Buffett, Druckenmiller and 20 other managers own each quarter. How to read one, what it hides, and how to use it without copying blind.
- How to track congress stock trades, step by step · Congress must disclose every stock trade over $1,000 within 45 days. Where the filings live, how to read one line by line, and what the ranges and dates hide.
- What are AI infrastructure stocks? The 12 layers, explained · AI infrastructure stocks are the companies paid to build AI compute: chips, memory, networking, data centers, cooling and power. The 12 layers and the catch.