A Look At MACOM Technology Solutions Holdings (MTSI) Valuation After New Long Term Supply Deals With IQE
Publish Date: 2026-05-29 08:17:00
Source Domain: simplywall.st
MACOM Technology Solutions Holdings (MTSI) drew investor attention after it agreed to long-term supply deals with IQE plc for epitaxial services and committed to an equity and convertible loan investment that includes a board seat.
See our latest analysis for MACOM Technology Solutions Holdings.
The stock has had a strong run, with the latest share price at US$391.09 and a 30 day share price return of 47.24%, while the 1 year total shareholder return is 216.67%. This indicates momentum that aligns with growing interest in its longer term supply and investment commitments.
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With MACOM trading close to its US$393.00 analyst price target after a sharp run, the key question is whether current earnings and growth already justify this valuation or if the stock still reflects unpriced future growth potential.
Most Popular Narrative: 0% Overvalued
The most followed narrative puts MACOM Technology Solutions Holdings’ fair value at $389.43, almost exactly in line with the last close of $391.09, framing the current price as closely aligned with modelled fundamentals.
Ongoing investments in proprietary, high-value R&D and targeted M&A (with $735M in cash and a net cash position) enhance MACOM’s ability to rapidly innovate for future optical, RF, and mixed-signal applications, which should further accelerate EPS and free cash flow growth as emerging standards and systems ramp up in coming years.
Read the complete narrative.
Curious what kind of revenue path and margin structure sit behind that almost one to one match between price and fair value? The narrative leans on brisk top line expansion, a sharp step up in profitability, and a future earnings multiple that stands above the wider US semiconductor group. Want to see exactly how those ingredients combine into a single number the market is now hugging so closely?
Result: Fair Value…
