Stifel Raises MACOM (MTSI) Price Target, Maintains Buy Rating

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is one of the must-buy semiconductor stocks to invest in. Macom Technology Solutions Holdings, Inc. (NASDAQ: MTSI) received a fresh vote of confidence from Stifel, which raised its price target on the stock to $155 from $140 while reiterating a Buy rating. Based on the current market price of $137.10, the new target implies an upside of approximately 13%. Stifel’s updated view reflects growing optimism that the protracted inventory correction across the semiconductor sector may have finally reached its end, setting the stage for a broader cyclical rebound, even if the timing and strength of that recovery remain difficult to predict.

An aerial view of a semiconductor factory, with its intricate machinery and equipment.

In its note, the firm highlighted its preference for semiconductor companies with direct exposure to AI infrastructure, where demand trends continue to outpace the rest of the market. Macom, with its focus on high-performance analog RF, microwave, and photonic semiconductors, stands to benefit from increased investment in data center and 5G infrastructure, both of which are deeply tied to the AI buildout.

While Stifel stopped short of forecasting a sharp near-term rebound, it pointed to expected median revenue growth of 32% in 2025 and 17% in 2026 for AI-oriented chipmakers under its coverage. For investors eyeing high-quality plays on secular growth in connectivity and AI, Macom remains firmly on the radar.

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Disclosure: None.