MACOM Technology Solutions Holdings (MTSI) is Gaining Significant Growth in the Data Center and Defense End Markets

In its fourth-quarter 2025 capitalist letter, Loomis Sayles Small Cap Growth Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) arsenic 1 of its starring contributors. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is simply a high-power analog semiconductor solutions supplier serving applications crossed vigor frequence (RF), microwave, millimeter wave, and lightwave spectrum. On March 24, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) banal closed astatine $237.23 per share. One-month instrumentality of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was -6.37%, and its shares gained 124.54% implicit the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a marketplace capitalization of $17.795 billion.

Loomis Sayles Small Cap Growth Fund stated the pursuing regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) successful its 4th fourth 2025 capitalist letter:

"Establishment Labs Holdings, Wave Life Sciences and MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) were the apical idiosyncratic contributors overall. MACOM Technology Solutions Holdings is simply a precocious maturation analog semiconductor institution and a agelong clip holding that has vulnerability to the information halfway and defence extremity markets, some of which are showing important growth. Share gains from caller products person helped to supercharge growth, on with self-help initiatives that are driving margins higher. The company’s unsocial positioning, on with higher gross and net revisions, person driven the banal to the precocious bands of its adjacent radical valuation."

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 35 hedge money portfolios held MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) astatine the extremity of the 4th quarter, the aforesaid arsenic successful the erstwhile quarter. While we admit the imaginable of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.