Analysis: MACOM Technology Solutions Holdings, Inc.
US:MTSI
Why is MACOM Technology Solutions Holdings, Inc. stock rising?
CW laser qualification progresses toward potential production in late calendar 2027/2028
Data Center expected to grow about 50% in FY2027 base case
Two or three major LEO satellite programs enter production at end of calendar 2026/early 2027
North Carolina fab 30% wafer capacity expansion expected completed by end of calendar 2026
Expected large U.K. airborne defense order tied to MESC 6-inch ramp
Get valuation models, detailed research reports, thematic primers, one-pagers, risk analysis, growth triggers, bear case, capex tracker, walk the talk, and more for MACOM Technology Solutions Holdings, Inc. and 4,900+ companies.