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Stock Library / MTSI
MTSI Unclassified Latest YouTube: Q3 FY2026 Published 2026-08-06

MTSI

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

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Latest earnings video

MACOM (MTSI): The Print Beat By Five Cents. The Guide Beat By Fifty-One.

Published 2026-08-06

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Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q3 FY2026
2026-08-06
Podcast available
Yes
Current price
$301.64
+28.76 (+10.54%)
Trailing / Forward P/E
128.91x
Forward: 43.50x
Market cap / Volume
—
Volume: —
Revenue / Earnings Growth
22.5%
Earnings: 42.9%
Margins
17.6% op
Gross: 55.7% · Net: 16.5%
Balance sheet
7.52x current
Debt / Equity: 29.2
52-week range / Beta
$118.16 - $418.90
Beta: 1.71
Analyst target
$400.92
Upside: 32.9%
Cash / shareholder return
0.35% FCF yield
Dividend yield: —

Company context

Industry: Semiconductors
Country: United States
Employees: —
Price to book: 16.23x
Return on equity: 13.5%
MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless base stations, optical networks, radar and medical systems, satellite networks, and test and measurement applications. The company serves carrier infrastructure, which comprise long-haul/metro, 5G and 6G infrastructure, satellite communications, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company operates in the United States, China, Japan, Singapore, South Korea, Taiwan, and internationally. MACOM Technology Solutions Holdings, Inc. was formerly known as M/A-Com Technology Solutions Holdings, Inc. and changed its name to MACOM Technology Solutions Holdings, Inc. in 2016. MACOM Technology Solutions Holdings, Inc. was founded in 1950 and is based in Lowell, Massachusetts.

Price chart

Market context for MTSI

Competitive view

MTSI vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

MTSI latest YouTube video thumbnail YouTube
MTSI
MTSI
YouTube Spotify Podbean
Latest video
Q3 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
YouTube Podbean
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Palantir Technologies latest YouTube video thumbnail YouTube
Palantir Technologies
PLTR
YouTube Podbean
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
MTSI
$23.01B
MTSI
SSNC
$18.73B
SS&C Technologies Holdings Inc.
PLTR
$374.68B
Palantir Technologies
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
MTSI
128.9x
MTSI
SSNC
22.9x
SS&C Technologies Holdings Inc.
PLTR
175.2x
Palantir Technologies
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
MTSI
43.5x
MTSI
SSNC
10.3x
SS&C Technologies Holdings Inc.
PLTR
68.9x
Palantir Technologies
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
MTSI
22.5%
MTSI
SSNC
10.3%
SS&C Technologies Holdings Inc.
PLTR
92.8%
Palantir Technologies
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
MTSI
42.9%
MTSI
SSNC
34.7%
SS&C Technologies Holdings Inc.
PLTR
215.4%
Palantir Technologies
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
MTSI
17.6%
MTSI
SSNC
24.6%
SS&C Technologies Holdings Inc.
PLTR
47.1%
Palantir Technologies
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
MTSI
55.7%
MTSI
SSNC
48.1%
SS&C Technologies Holdings Inc.
PLTR
84.8%
Palantir Technologies
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
MTSI
16.5%
MTSI
SSNC
13.2%
SS&C Technologies Holdings Inc.
PLTR
49.0%
Palantir Technologies
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
MTSI
13.5%
MTSI
SSNC
12.6%
SS&C Technologies Holdings Inc.
PLTR
38.1%
Palantir Technologies
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
MTSI
0.3%
MTSI
SSNC
7.0%
SS&C Technologies Holdings Inc.
PLTR
0.6%
Palantir Technologies
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
MTSI
29.20x
MTSI
SSNC
115.90x
SS&C Technologies Holdings Inc.
PLTR
2.14x
Palantir Technologies
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
MTSI
7.52x
MTSI
SSNC
1.06x
SS&C Technologies Holdings Inc.
PLTR
7.23x
Palantir Technologies
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
MTSI
1.71
MTSI
SSNC
1.09
SS&C Technologies Holdings Inc.
PLTR
1.56
Palantir Technologies
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
MTSI
—
MTSI
SSNC
1.4%
SS&C Technologies Holdings Inc.
PLTR
—
Palantir Technologies
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
MTSI
32.9%
MTSI
SSNC
15.6%
SS&C Technologies Holdings Inc.
PLTR
21.1%
Palantir Technologies

Related research

Non-quarter videos featuring MTSI

Special-topic videos, explainers, and shorts connected to this ticker.

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Shorts and Clips 2026-08-06

MACOM MTSI: The Print Beat By 5 Cents. The Guide Beat By 51. #shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

YouTube

Episode timeline

Episode archive for MTSI

Each row is one earnings episode with every verified platform link available.

Q3 FY2026
Episode live
2026-08-06
Published youtube podcast complete
MACOM (MTSI): The Print Beat By Five Cents. The Guide Beat By Fifty-One.
Quarterly earnings-analysis entry for MTSI. Use the links on the right to open the video or podcast episode.
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