Should I buy MACOM Technology Solutions (MTSI) stock or is it too late?
⭐ The most reliable of them, either direction: Needham — 63% of its targets hit on this sector (506 calls tested). It aims for $410 (+33 %), call made on August 7, 2026, maturing on August 7, 2027 (68 d ago).
Firm-by-firm track record on MACOM Technology Solutions
| Firm | % right | Gain vs sector | Calls | Aims for |
|---|---|---|---|---|
| Piper Sandler | 100 % | +66.6 % | 5 | $115 -63% |
| Benchmark | 100 % | +66.5 % | 8 | $260 -16% |
| B of A Securities | 100 % | +61.8 % | 7 | $305 -1% |
| Stifel | 87 % | +50.7 % | 15 | $450 +46% |
| Needham | 85 % | +38.1 % | 20 | $410 +33% |
| Barclays | 82 % | +30.9 % | 22 | $450 +46% |
| Jefferies | 100 % | +23.8 % | 6 | $260 -16% |
| JP Morgan | 40 % | -21.7 % | 5 | $345 +12% |
✅ Reasons to believe
- 75% of analysts rate it a buy (Buy consensus, 8 ratings) — a sign of market conviction.
- Median price target $393, i.e. +27% from the current price ($309).
- The most reliable firm on MTSI, Truist Securities (100% hit rate, 2 scored calls), targets $375 (call made on May 8, 2026, maturing on May 8, 2027) (+21%) in its most recent call, and $180 (call made on November 7, 2025, maturing on November 7, 2026) (-42%) in the one coming due soonest.
⚠️ Reasons to hesitate
- The consensus is not unanimous: of 8 ratings, 2 are neutral.
- A 12-month target is not a guaranteed path: the price can fall in the meantime.
- Volatile stock: sharp swings — including steep drops — are part of its profile.
- No dividend: your return depends only on price appreciation.
The analyst consensus on MTSI
Median target $393 (+27%) · 8 ratings · Buy consensus
⚠️ Information, not investment advice. Past performance does not guarantee future results. Analyst targets on a ~12-month horizon.
Frequently asked questions
Should you invest in MACOM Technology Solutions now?
We won't decide for you. The facts: 75% of analysts rate it a buy, median target $393 (+27%), and Truist Securities (most reliable on MTSI, 100%) targets $375. Weigh that against valuation and volatility. This is not personalized advice.
Is it too late to invest in MACOM Technology Solutions?
Not according to analysts: the median target ($393) is still +27% above the current price ($309) (most reliable on MTSI: Truist Securities, 100%). The real question isn't "too late" but the price-to-value gap and risk. Not advice.
Is MACOM Technology Solutions still worth investing in?
It depends on the gap between the price ($309) and its estimated value: analysts target $393 on median (+27%), with 75% buys (most reliable on MTSI: Truist Securities, 100%). Cross-check with their real reliability on MTSI and the cautions above. Information, not advice.
What's the main risk in buying MTSI?
The consensus is not unanimous: of 8 ratings, 2 are neutral.
→ Go deeper: the full MACOM Technology Solutions profile (consensus, analyst reliability, price target, performance).