5 Best American Semiconductor Stocks to Buy According to Analysts

2. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI)

On May 8, 2026, Northland analyst Tim Savageaux raised the firm’s price target on MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) to $375 from $300 while maintaining an Outperform rating following what the firm described as a “solidly better” fiscal Q2 and a “step function upside” in Q3 guidance.

Jefferies analyst Blayne Curtis also raised the firm’s price target on MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) to $450 from $295 and maintained a Buy rating after what the firm called a “breakout quarter.” Jefferies said it continues to see upside in the company’s Data Center segment, as well as in Industrial and Defense markets amid expanding defense budgets and stronger expected low-earth orbit satellite deployment activity in FY27.

On May 7, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) reported fiscal Q2 adjusted EPS of $1.09, versus the $1.07 consensus estimate, while revenue totaled $288.96M compared to expectations of $284.59M. President and CEO Stephen Daly said the company was pleased with its first-half fiscal year performance and expects strong revenue growth and profitability in the second half of the year.

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) provides analog semiconductor solutions used in wireless and wireline applications across radio frequency, microwave, millimeter wave, and lightwave technologies.