--- title: "MTSI MACOM Technology Solutions" canonical: "https://supercyclehq.com/stock/macom-technology" type: "stock" dataAsOf: "2026-11-06" ticker: "MTSI" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # MACOM Technology Solutions (MTSI) MACOM Technology Solutions designs analog semiconductors: high-performance radio frequency and optical components used in communications networks, data centers, defense systems, and industrial equipment. ## AI Exposure Score **35/100, Growing.** MACOM sells optical and RF components, including laser drivers and high-speed analog parts for data center interconnects. AI-driven datacom demand is its fastest growing segment, but telecom, industrial, and defense markets still supply most revenue. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $210.98 | | Change 1d | +10.84% | | Change 7d | -9.99% | | Change 30d | -34.52% | | Change 1y | +24.08% | | 52-week high | $409.68 | | 52-week low | $155.39 | | Market cap | $16.1B | | P/E | 48.95 | | EPS | $4.31 | | Next earnings | 2027-02-04 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Lowell, Massachusetts | | CEO | Stephen G. Daly | | Employees | 2,000 | | Website | https://www.macom.com | | Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors), [Cloud & Hyperscalers](https://supercyclehq.com/category/cloud-infrastructure) | ## What the company does 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. ## Role 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. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Whale Rock Capital](https://supercyclehq.com/investors/whale-rock) | Whale Rock Capital Management | $376.1M | 3.02% | trimmed | 2026-06-30 | ## Recent news - [MTSI Q4 Earnings Surpass Estimates on Data Center Strength](https://finance.yahoo.com/markets/stocks/articles/mtsi-q4-earnings-surpass-estimates-144400545.html?.tsrc=rss) (source, 2026-11-06) - [MTSI Q4 Earnings Call Highlights Data Center Growth and Margin Gains](https://finance.yahoo.com/markets/stocks/articles/mtsi-q4-earnings-call-highlights-140000099.html?.tsrc=rss) (source, 2026-11-06) - [Why MACOM Stock Is In Focus After Record Earnings And Strong 2027 Guidance](https://finance.yahoo.com/markets/stocks/articles/why-macom-stock-focus-record-131901598.html?.tsrc=rss) (source, 2026-11-06) - [What MACOM Technology Solutions (MTSI) Said on Its Q4 Earnings Call](https://www.marketbeat.com/instant-alerts/transcript-what-macom-technology-solutions-mtsi-said-on-its-q4-earnings-call-2026-11-06/?utm_source=yahoofinance&utm_medium=yahoofinance&.tsrc=rss) (source, 2026-11-06) - [MACOM Technology Solutions Holdings (MTSI) Could Be 51% Undervalued On Q4 Results](https://finance.yahoo.com/markets/stocks/articles/macom-technology-solutions-holdings-mtsi-101338319.html?.tsrc=rss) (source, 2026-11-06) ## FAQ ### 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. --- Source: https://supercyclehq.com/stock/macom-technology. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.