MACOM Technology Solutions Holdings, Inc MTSI

MACOM Technology Solutions Holdings Inc is a provider of analog, digital, and mixed-signal semiconductor solutions to original equipment manufacturers and distributors. These solutions are found in systems for industrial, medical, scientific, and test and measurement markets. The firm's portfolio of products includes integrated circuits, multichip modules, power pallets and transistors, diodes, amplifiers, switches and switch limiters, passive and active components, and complete subsystems.

• Zacks Investment Research 11 sept

  ADBE Q3 Earnings Beat Estimates, Revenues Rise on Subscription Growth

  Adobe reported Q3 fiscal 2026 earnings of $6.13 per share and revenues of $6.76 billion, both beating consensus estimates. Subscription revenues grew 13.7% to $6.58 billion, while AI-first ARR exceeded $650 million with over 150% year-over-year growth. The company raised its fiscal 2026 revenue and earnings guidance despite margin compression from increased operating expenses.

  

• Zacks Investment Research 9 sept

  Buy 3 AI-Powered Photonics Stocks to Tap Solid Short-Term Price Upside

  Zacks recommends three photonics stocks positioned to benefit from surging AI data center demand: Lumentum Holdings (LITE), Coherent Corp (COHR), and MACOM Technology Solutions (MTSI). All three companies are experiencing strong revenue growth driven by optical and photonics technology adoption for high-speed data transfer in AI infrastructure. LITE expects 130%+ YoY revenue growth, COHR benefits from NVIDIA's $2 billion investment, and MTSI's data center revenue grew 81% YoY.

  

• Zacks Investment Research 1 sept

  Buy Analog-Mixed Signal Players MACOM, Monolithic & Semtech

  The analog and mixed-signal semiconductor industry is positioned for solid growth in 2026, driven by AI infrastructure demand, industrial automation, and electric vehicle adoption. Despite rich valuations compared to the broader tech sector, capacity constraints in mature processes and strong end-market demand provide support. The industry trades at a 23.22X forward P/E multiple and has gained 37.4% over the past year, outperforming the S&P 500.

  

• Zacks Investment Research 1 sept

  Monolithic Surges 54% in Past Year: Should You Jump on the Bandwagon?

  Monolithic Power Systems (MPWR) has surged 53.9% over the past year, outperforming its industry peers, driven by strong demand for AI and cloud power solutions. The company benefits from its proprietary process technologies, growing traction in AI server power solutions, and diversified portfolio across automotive and industrial segments. Earnings estimates for 2026 and 2027 have increased significantly by 32.4% and 37.2% respectively, earning the stock a Zacks Rank #1 (Strong Buy) rating.

  

• Investing.com 8 jul

  3 Quiet AI Revenue Accelerators With Sales Growth Outpacing Peers

  Three semiconductor and optical connectivity companies—Fabrinet, MACOM Technology Solutions, and Credo Technology Group—are identified as overlooked AI revenue accelerators with strong sales growth momentum. Fabrinet reported record $1.2B quarterly revenue (39% YOY growth) and trades at an attractive 5x P/S ratio. MACOM achieved 22.5% YOY sales growth with data center revenue expected to exceed 60% growth. Credo experienced 157% YOY quarterly revenue growth to $437M, driven by optical connectivity solutions. All three companies have strong analyst support with predominantly Buy ratings.