Here’s Why MACOM (MTSI) is Among the 8 High Return Semiconductor Stocks to Buy Now

On May 19, 2026, Evercore ISI expert Mark Lipacis raised the firm’s terms people connected MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) to $427 from $275 and kept an Outperform standing connected the shares. Following a caller circular of Q1 AI transmission checks, the steadfast said cardinal themes included a displacement from AI training-driven workloads toward inference-driven workloads by the extremity of 2026. Evercore added that the modulation is expanding manufacture absorption connected cost-per-token, instrumentality connected investment, and full outgo of ownership, which is driving greater hyperscaler involvement successful internally developed ASICs and alternate accelerators.

Northland expert Tim Savageaux besides raised the firm’s terms people connected MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) to $375 from $300 and keeps an Outperform standing connected the shares pursuing what the steadfast described arsenic a “solidly better” fiscal Q2 and a “step relation upside” successful Q3 guidance.

Earlier successful the month, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) reported fiscal Q2 adjusted EPS of $1.09, versus the statement estimation of $1.07. Revenue totaled $288.96M, versus the statement estimation of $284.59M. President and CEO Stephen G. Daly said the institution was pleased with its first-half fiscal twelvemonth show and expects beardown gross maturation and profitability successful the 2nd fractional of the year.

MACOM expects Q3 adjusted EPS of $1.31 to $1.37, versus the statement estimation of $1.15. The institution besides expects Q3 gross of $331M to $339M, versus the statement estimation of $299.81M. Management said adjusted gross borderline is projected to scope betwixt 59% and 60% during the quarter.

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) develops analog semiconductor solutions utilized successful wireless and wireline applications crossed RF, microwave, millimeter wave, and lightwave technologies.

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