MACOM Technology Solutions Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
42.1%projected annual EPS growth
Analyst Coverage
14analysts covering
FY Revenue (est.)
$1.3Bnext fiscal year
FY EPS (est.)
$5.51next fiscal year
Monitoring Framework
Key Performance Indicators
Book-to-Bill Ratio Quarterly150.0%Target: >= 100%
Data Center Segment Revenue Growth (YoY) Annually6,000.0%Target: > 60.0%
Adjusted Gross Margin Quarterly5,850.0%Target: 60.0%
Watch Items
- Data Center Segment Growth ExecutionTrigger: Sequential growth dropping below 30% in Q3 2026Action: Re-evaluate the premium valuation multiple and adjust the base-case price target downward.
- Insider Selling ActivityTrigger: Cumulative executive/director sales exceeding $50 million in a single quarterAction: Assess management's confidence levels and potential near-term stock price resistance.
Research as of 2 Sep 2026