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Situation · 2026-07-24

MTSI — Profile and price weak

Growth Momentum, But Quality Premium Elusive

Updated 2026-07-24 · Ref: Semiconductors
Key metrics — 2026-07-24
Peer score
29
Quality pct
12
Valuation pct
20
52w drawdown
-34.8%
21d vs sector
-24.7%
Peer group
Semiconductors
Situation summary

MACOM trades on growth momentum, not on business quality. ROIC at 5.2% and operating margin at 12.4% leave the premium exposed. In semiconductors, weak margins and customer concentration hit harder. For this price, more than growth is needed.

Published by AssetNext · 2026-07-26

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Related pages for MTSI
Full peer analysis for MACOM Technology Solutions Holdings, Inc. →Similar companies to MTSIMTSI peersAll MTSI comparisonsRussell 1000 context
Signal history — last 30 days
Date Signal Peer score Drawdown 21d vs sector
2026-07-17 Profile and price weak 30 -34.7% -21.4%

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