{"id":258636,"date":"2026-05-29T08:17:00","date_gmt":"2026-05-29T12:17:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/05\/29\/a-look-at-macom-technology-solutions-holdings-mtsi-valuation-after-new-long-term-supply-deals-with-iqe\/"},"modified":"2026-05-29T08:25:09","modified_gmt":"2026-05-29T12:25:09","slug":"a-look-at-macom-technology-solutions-holdings-mtsi-valuation-after-new-long-term-supply-deals-with-iqe","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/05\/29\/a-look-at-macom-technology-solutions-holdings-mtsi-valuation-after-new-long-term-supply-deals-with-iqe\/","title":{"rendered":"A Look At MACOM Technology Solutions Holdings (MTSI) Valuation After New Long Term Supply Deals With IQE"},"content":{"rendered":"

A Look At MACOM Technology Solutions Holdings (MTSI) Valuation After New Long Term Supply Deals With IQE<\/a><\/p>\n

https:\/\/simplywall.st\/stocks\/us\/semiconductors\/nasdaq-mtsi\/macom-technology-solutions-holdings\/news\/a-look-at-macom-technology-solutions-holdings-mtsi-valuation-8<\/a><\/p>\n

Publish Date: 2026-05-29 08:17:00<\/a><\/p>\n

Source Domain: simplywall.st<\/a><\/p>\n

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.<\/p>\n

See our latest analysis for MACOM Technology Solutions Holdings.<\/p>\n

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.<\/p>\n

If this kind of semiconductor momentum has your attention, it could be a good time to broaden your watchlist with 47 AI infrastructure stocks<\/p>\n

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.<\/p>\n

Most Popular Narrative: 0% Overvalued<\/h2>\n

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.<\/p>\n

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.<\/p>\n

Read the complete narrative.<\/p>\n

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?<\/p>\n

Result: Fair Value…<\/strong><\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

A Look At MACOM Technology Solutions Holdings (MTSI) Valuation After New Long Term Supply Deals…<\/p>\n","protected":false},"author":1,"featured_media":258639,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/images.simplywall.st\/asset\/industry\/8212000-choice2-main-header\/1585186783100","fifu_image_alt":"","footnotes":""},"categories":[8],"tags":[66],"class_list":["post-258636","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-emerging"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/258636"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=258636"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/258636\/revisions"}],"predecessor-version":[{"id":258640,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/258636\/revisions\/258640"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/258639"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=258636"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=258636"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=258636"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}