Core Viewpoint - MACOM Technology Solutions Holdings, Inc. is set to announce its financial results for the first quarter ending January 2, 2026, on February 5, 2026, before market opening [1]. Group 1: Financial Results Announcement - The financial results will be released before market open on February 5, 2026 [1]. - A conference call will be held at 8:30 a.m. Eastern Time on the same day, hosted by the President and CEO, Stephen G. Daly, and the Senior Vice President and CFO, John F. Kober [1]. Group 2: Investor Relations - Interested parties can register for a user-specific access code for the live call or access the live webcast through MACOM's Investor Relations Website [2]. - A replay of the call will be available within 24 hours and will remain accessible for approximately 90 days [2]. Group 3: Company Overview - MACOM designs and manufactures semiconductor products for telecommunications, industrial, defense, and data center applications [3]. - The company is headquartered in Lowell, Massachusetts, with design centers and sales offices across North America, Europe, and Asia [3]. - MACOM is certified to the ISO9001 international quality standard and ISO14001 environmental management standard [3].

Group 1 - Bank of America raised the price target on Macom (MTSI) to $260 from $220 while maintaining a Buy rating on the shares [1] - The firm increased price targets for most of its diversified analog semiconductor stock coverage, anticipating modest calendar Q4 beats and Q1 raises across the board [1] - The expected growth is driven by ongoing rebounds across most subsegments, favorable pricing, and robust growth in strategic AI businesses [1]

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Group 1 - M/A-Com (MTSI) shares increased by 13% to $197.55 in the last trading session, contrasting with a 1.4% loss over the past four weeks [1] - The stock's rise is driven by optimism surrounding AI-driven data center upgrades, increased defense demand for advanced radar/EW systems, and strong growth prospects in data center, defense, and space markets [2] - M/A-Com is expected to report quarterly earnings of $0.99 per share, reflecting a year-over-year increase of 25.3%, with revenues projected at $268.91 million, up 23.3% from the previous year [3] Group 2 - The consensus EPS estimate for M/A-Com has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [4] - M/A-Com holds a Zacks Rank of 2 (Buy), while Monolithic Power (MPWR), another company in the same industry, has a Zacks Rank of 3 (Hold) [4] - Monolithic Power's consensus EPS estimate is $4.73, representing a year-over-year change of 15.7% [5]

Core Viewpoint - Macom Technology Solutions is poised to capitalize on the growth of low-Earth-orbit satellites, highlighting various strategies to leverage this booming market [1] Company Insights - Macom Technology Solutions has identified multiple avenues to monetize the increasing demand for low-Earth-orbit satellite technology [1]

Core Insights - MACOM Technology Solutions Holdings, Inc. has appointed Bryan Ingram as an independent director to its Board of Directors, effective January 12, 2026 [1] Group 1: Appointment Details - Bryan Ingram has a distinguished career in the semiconductor industry, managing businesses with revenues exceeding $4 billion [2] - Prior to retirement in 2019, Ingram held senior roles at Broadcom Inc. and Avago Technologies Limited, including Senior Vice President and General Manager of the Wireless Semiconductor Division [2] - Ingram's educational background includes a Bachelor of Science in Electrical Engineering from the University of Illinois and a Master of Science in Electrical Engineering from Johns Hopkins University [3] Group 2: Company Perspective - Stephen G. Daly, President and CEO of MACOM, expressed confidence that Ingram's strategic acumen and experience will benefit MACOM's growth strategy and shareholder value [4] - Ingram stated that his background aligns well with MACOM's goals, and he looks forward to contributing to the company's market leadership [4] Group 3: Company Overview - MACOM designs and manufactures semiconductor products for telecommunications, industrial, defense, and data center applications [5] - The company is headquartered in Lowell, Massachusetts, with design centers and sales offices across North America, Europe, and Asia [5] - MACOM is certified to ISO9001 and ISO14001 standards, indicating a commitment to quality and environmental management [5]

Industry Overview - The semiconductor market has experienced rapid growth, driven by enthusiasm for artificial intelligence (AI), particularly generative AI, with tech stocks, especially those focused on AI and semiconductors, boosting the broader market [2][6] - Global semiconductor sales reached a record $75.3 billion in November, marking a 3.5% increase month-over-month and a 29.8% increase year-over-year from $58 billion in November 2024 [4][9] - The semiconductor industry reported its highest-ever monthly sales total in November, with demand increasing across all major product categories [5] Investment Opportunities - Semiconductor stocks such as Analog Devices (ADI), NVIDIA Corporation (NVDA), MACOM Technology Solutions Holdings, Inc. (MTSI), and Amtech Systems, Inc. (ASYS) are highlighted as strong investment opportunities, all carrying a Zacks Rank of 2 (Buy) or 1 (Strong Buy) [3][9] - The expected earnings growth rates for these companies are as follows: - Analog Devices: 25.7% with a Zacks Rank 2 [10] - NVIDIA Corporation: 54.9% with a Zacks Rank 1 [12] - MACOM Technology Solutions: 20.5% with a Zacks Rank 2 [14] - Amtech Systems: over 100% with a Zacks Rank 1 [15] Company Profiles - **Analog Devices**: Specializes in analog, mixed-signal, and digital signal processing integrated circuits, with a diverse product line including amplifiers, converters, and sensors [8] - **NVIDIA Corporation**: A leader in visual computing technologies, focusing on AI-based solutions for high-performance computing, gaming, and virtual reality [11] - **MACOM Technology Solutions**: Provides power analog semiconductor solutions for markets including data centers, industrial & defense, and telecom [13] - **Amtech Systems**: Manufactures capital equipment used in semiconductor production, with significant expected earnings growth [15]

Industry Overview - The semiconductor market experienced significant growth in 2025, with global sales reaching $208.4 billion in Q3, a 15.8% increase from Q2 [3]. - The market is expected to continue its upward trajectory, with forecasts predicting sales of semiconductor manufacturing equipment to hit $145 billion in 2026 and $156 billion in 2027 [6]. Demand Drivers - The surge in semiconductor sales is largely driven by robust demand from various industries, particularly fueled by the enthusiasm surrounding artificial intelligence (AI) [1][5]. - Major tech companies, including Amazon, Microsoft, and NVIDIA, are investing heavily in AI, which is anticipated to further increase semiconductor demand [5]. Company Highlights Analog Devices (ADI) - Analog Devices specializes in analog, mixed-signal, and digital signal processing integrated circuits, with an expected earnings growth rate of 12% for the next year [9]. - The Zacks Consensus Estimate for current-year earnings has improved by 5.3% over the past 60 days, and ADI holds a Zacks Rank 2 (Buy) [9]. MACOM Technology Solutions Holdings, Inc. (MTSI) - MACOM provides power analog semiconductor solutions and has an expected earnings growth rate of 16.5% for the next year [11]. - The Zacks Consensus Estimate for current-year earnings has improved by 3.7% over the past 60 days, with MTSI also holding a Zacks Rank 2 [11]. Silicon Laboratories (SLAB) - Silicon Laboratories focuses on silicon, software, and solutions for various markets, with an expected earnings growth rate exceeding 100% for the next year [13]. - The Zacks Consensus Estimate for current-year earnings has improved by 28.6% over the past 60 days, and SLAB has a Zacks Rank 2 [13]. NVIDIA Corporation (NVDA) - NVIDIA is a leader in visual computing technologies, with a focus on AI-based solutions, and has an expected earnings growth rate of 55.2% for the current year [15]. - The Zacks Consensus Estimate for current-year earnings has improved by 4.5% over the last 60 days, and NVDA holds a Zacks Rank 2 [15].

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Core Thesis - MACOM Technology Solutions Holdings, Inc. (MTSI) is positioned as a key enabler of next-generation optical connectivity through its leadership in Linear Drive Pluggable Optics (LPO), which challenges traditional DSP-based optical solutions [2][3] Technology and Market Position - MTSI's core thesis is based on the premise that DSP chips are not always necessary for high-performance optical links, allowing the company to amplify signals without them, leading to lower costs and reduced power consumption [3] - LPO serves as an intermediate solution between conventional pluggable optics and the long-term vision of co-packaged optics (CPO), enhancing efficiency for hyperscalers and data center operators as AI-driven data center traffic increases [4] Financial Performance - MTSI is projected to achieve a revenue growth of 15.9% in FY26, with EBITDA expected to expand at a faster rate of 32.0%, reflecting operating leverage and a higher-margin product mix [5] - The company currently has strong net income margins at 27.2%, indicating the profitability of its differentiated technology [5] Investment Case - The investment case relies on MTSI's ability to scale LPO adoption as a credible alternative to DSP-heavy optics, capturing market share as customers prioritize power efficiency and cost [6] - If LPO gains broader acceptance, MTSI's growth and margin trajectory could justify its premium valuation, while execution missteps or slower adoption could pose risks due to elevated multiples [6]