Analysts Raised MACOM Targets in November and December on Solid EPS and Sector Tailwinds

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is one of the fastest-growing semiconductor stocks to buy. On December 3, Tim Savageaux, an analyst at Northland, increased his price target on the stock from $200 to $225 and maintained his Outperform rating. Following Marvell Technology’s acquisition of startup Celestial AI, Savageaux noted that several suppliers of lasers, external light sources, and other optical components are seeing improved long-term potential. He therefore updated his estimates and price target of this group of companies, including MACOM Technology.

Earlier on November 6, 2025, following the company’s earnings release, Truist’s William Stein reiterated Buy and raised his price target to $180 from $158, saying MACOM’s premium valuation is warranted by “consistent execution, baseline growth trajectory, and potential upside across its various end markets.” Stein also noted that the firm’s model carries $4.51 CY26 EPS and that MACOM’s early-2026 outlook appears robust; the new target implies a multiple of about 40x.

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MACOM had reported Q4 FY25 revenue of ~$261.2 million and adjusted EPS of $0.94, with adjusted gross margin ~57.1%; full-year revenue reached $967.3 million (+32.6% y/y). Management on the call pointed to strong data-center demand, calling out momentum in 800G and the ramp toward 1.6T applications as drivers.

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) designs analog, RF, microwave, and high-speed optical semiconductors used across data center, telecom, and industrial/defense markets.

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