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Beyond analysts' top-and-bottom-line estimates for M/A-Com (MTSI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.

MACOM Technology heads into Q3 earnings with strong data center growth, record I&D momentum and margin expansion supporting upbeat forecasts.

MACOM Technology Solutions Holdings (MTSI) is drawing investor attention after recent share price moves, including a rise of about 9% over the past day, in contrast with weaker performance over the past month and past three months. See our latest analysis for MACOM Technology Solutions Holdings. Set against that strong 1-year total shareholder return of 81.35%, MACOM Technology Solutions Holdings’ recent 30-day share price return, which is down 34.61%, suggests momentum has cooled. However,...

A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index’s 13.40% gain. Information […]

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its “Artisan Small Cap Fund”. A copy of the letter can be downloaded here. The fund reported strong absolute returns and modestly outperformed the Russell 2000® Growth Index, which gained 25.7%. Global equities rebounded as resilient US growth, moderating inflation, strong earnings and […]

KraneShares just launched an actively managed ETF targeting the laser and optical chip companies powering AI data centers, but a fund with only two days of price history, a waivable fee discount, and holdings already deep in a selloff raises a pointed question about whether the timing is opportunity or trap.

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

A number of stocks jumped in the afternoon session after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM appeared to validate AI hardware demand.

MXL's optics ramp and AI-linked demand strengthen its growth outlook, but uneven broadband trends and cash-flow pressure keep execution in focus.

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “SMID Cap Growth Strategy”. A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in recent memory, with the Russell 2500 Growth Index rising 24.0%, driven by enthusiasm for AI infrastructure and higher-beta momentum stocks. The […]

While investors chase GPU names, a quieter group of semiconductor companies is absorbing the real capital flowing into AI data centers, and five of them are already posting triple-digit revenue growth that Wall Street models still can't keep pace with.

A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.

MACOM Technology Solutions Holdings has delivered a very strong share price run over the past five years, yet the stock now screens as expensive on broader valuation checks, which puts recent gains and the latest pullback under closer scrutiny for investors weighing what comes next. Over five years, MACOM Technology Solutions Holdings has returned about 4.2x an investor's initial stake, which places current valuation in a very different context to where the stock traded earlier in that...

Fabrinet, MACOM, and Credo posted strong AI-driven revenue growth and earn solid analyst Buy ratings, positioning them as overlooked plays within the semiconductor supply chain.

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at MACOM (NASDAQ:MTSI) and its peers.

MXL heads into Q2 earnings results with strength across four end markets as AI data center, storage, broadband and 5G infrastructure demand builds.

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is one of the Best Fiber Optics Stocks to Buy for the AI Data Center Boom. On June 8, 2026, MACOM introduced its hot via chip scale technology, a packaging process built on AlGaAs diode technology that eliminates traditional wire bonds. The product detail is technical, but the investor […]

A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.

Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here. The fund returned -3.78% in the quarter compared to -2.81% for the Russell 2000 Growth Index. The fund’s long-term returns stay positive, but recent geopolitical shocks and AI […]

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is one of the 10 Best Photonic Computing Stocks to Buy Now. On June 8, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) introduced a chip-scale “hot via” process built on AlGaAs diode technology. It replaced traditional wire bonding and copper pillar surface-mount methods to simplify assembly while improving signal integrity […]

The stock market rose in a wild week, led by AI. Nvidia leads five chips near buy points. SpaceX stock needs this.

Does M/A-Com (MTSI) have what it takes to be a top stock pick for momentum investors? Let's find out.

MACOM Technology Solutions Holdings (MTSI) recently introduced new RF and optical components for satellite communications at IMS 2026 in Boston, drawing attention to how its technology focus lines up with the company’s current stock valuation debate. See our latest analysis for MACOM Technology Solutions Holdings. Those SATCOM launches come after a strong run in the stock, with MACOM’s share price delivering a 68.89% 3 month return and a 117.12% year to date return, contributing to a very...

A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.

Semiconductors are the core infrastructure powering the Information Age. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 83.8% and beaten the S&P 500 by 76.3 percentage points.

MXL has skyrocketed 353% YTD after a sharp 2025 drop, driven by optical data center momentum, strong Q1 results and a multi-year growth outlook.

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.

A number of stocks jumped in the afternoon session as the broader semiconductor sector recovered from a sharp selloff during the previous trading session.