MACOM Technology Solns 주식 (NASDAQ: MTSI)

에 대한 최신 뉴스 MACOM Technology Solns (NASDAQ:MTSI) 주식

MACOM Technology Solns

MACOM Technology Solutions Holdings Inc is a provider of analog, digital, and mixed-signal semiconductor solutions to original equipment manufacturers and distributors. These solutions are found in systems for industrial, medical, scientific, and test and measurement markets. The firm's portfolio of products includes integrated circuits, multichip modules, power pallets and transistors, diodes, amplifiers, switches and switch limiters, passive and active components, and complete subsystems. Roughly a third of the firm's revenue is generated in the United States, with the rest coming from China, Japan, Singapore, South Korea, and other countries across the world.

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화요일(4일) 저녁 의회 합동 연설에서 도널드 트럼프 대통령은 미국에 시설을 설립하는 반도체 회사에 제조 인센티브를 제공하는 칩스법(CHIPS)의 폐지를 촉구했다. 

칩스법 폐지 시사한 트럼프...어떤 기업이 보조금 수혜 받았나?

MACOM Technology Solutions Holdings, Inc. - Common Stock

MACOM Technology Solutions Holdings Inc

Stifel analyst Tore Svanberg maintains MACOM Technology Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) with a Buy and lowers the price target from $150 to $120.

Price Target

Analyst Ratings

Stifel Maintains Buy on MACOM Technology Solns, Lowers Price Target to $120

Analysts' ratings for MACOM Technology Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) over the last quarter vary from bullish to bearish, as provided by 4 analysts.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for MACOM Technology Solns, presenting an average target of $138.75, a high estimate of $160.00, and a low estimate of $125.00. A 2.06% drop is evident in the current average compared to the previous average price target of $141.67. 
<img src="https://www.benzinga.com/files/images/story/2025/1744808419_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The analysis of recent analyst actions sheds light on the perception of MACOM Technology Solns by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;-------------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Vivek Arya &#x7C;B of A Securities &#x7C;Lowers &#x7C;Buy &#x7C; $130.00&#x7C;$160.00 &#x7C; 
&#x7C;William Stein &#x7C;Truist Securities &#x7C;Announces &#x7C;Buy &#x7C; $125.00&#x7C;- &#x7C; 
&#x7C;Tim Savageaux &#x7C;Northland Capital Markets&#x7C;Raises &#x7C;Outperform &#x7C; $140.00&#x7C;$105.00 &#x7C; 
&#x7C;David Williams &#x7C;Benchmark &#x7C;Maintains &#x7C;Buy &#x7C; $160.00&#x7C;$160.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to MACOM Technology Solns. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of MACOM Technology Solns compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for MACOM Technology Solns's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of MACOM Technology Solns's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/MTSI/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on MACOM Technology Solns analyst ratings.</a>
<h2>Unveiling the Story Behind MACOM Technology Solns</h2>
MACOM Technology Solutions Holdings Inc is a provider of analog, digital, and mixed-signal semiconductor solutions to original equipment manufacturers and distributors. These solutions are found in systems for industrial, medical, scientific, and test and measurement markets. The firm's portfolio of products includes integrated circuits, multichip modules, power pallets and transistors, diodes, amplifiers, switches and switch limiters, passive and active components, and complete subsystems. Roughly a third of the firm's revenue is generated in the United States, with the rest coming from China, Japan, Singapore, South Korea, and other countries across the world.
<h3>MACOM Technology Solns's Economic Impact: An Analysis</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: MACOM Technology Solns's revenue growth over a period of 3M has been noteworthy. As of 31 December, 2024, the company achieved a revenue growth rate of approximately 38.8%. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of -76.81%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): MACOM Technology Solns's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of -14.71%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -9.31%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: MACOM Technology Solns's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.46, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>Analyst Ratings: Simplified</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Expectations For MACOM Technology Solns's Future

B of A Securities analyst Vivek Arya maintains MACOM Technology Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) with a Buy and lowers the price target from $160 to $130.

B of A Securities Maintains Buy on MACOM Technology Solns, Lowers Price Target to $130

Truist Securities analyst William Stein initiated coverage on MACOM Technology Solutions Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) with a Buy rating and a <a href="https://www.benzinga.com/quote/MTSI/analyst-ratings" target="_blank" rel="noreferrer noopener">price target of $125 on Friday</a>.
MACOM Technology is one of the largest suppliers of radio frequency (RF) and similar components. Stein noted that this mature, cyclical, innovative industry is growing at 5% annually.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44653936/broadcom-and-marvell-poised-for-growth-as-nvidias-cpo-push-faces-delays-analyst-reveals" rel="noreferrer noopener">Rising Tide Of AI Is So Strong That Semiconductor Optical Industry Projects $30 Billion Total Addressable Market By 2029</a>
MACOM Technology serves the defense, industrial, data center (AI) and telco end markets (with no consumer exposure). Recently, acquisitions have boosted MACOM Technology&#8217;s financial metrics, including revenue growth (above industry), EPS, and ROIC (above WACC). Stein expects this dynamic will continue in the future.
The most prominent is an AI-linked theme: optical components used in data center communications (growing 27% in the medium term). A more overlooked growth driver is components for low-earth orbit (LEO) commercial satellites (growing 68% in the medium term). A third driver is MACOM Technology&#8217;s extending its GaN-on-SiC semiconductor technology from the telco end market into the industrial, defense, and data center end markets (growing 18% in the medium term).
Stein expects these drivers to lift MACOM Technology&#8217;s medium-term growth by about 12%.
A significant part of MACOM Technology&#8217;s heritage business, including industrial and parts of telco, is cyclically depressed, down about 40% from its peak level. Stein expects these will recover over the next few years, which should boost MACOM Technology&#8217;s medium-term growth by about 3%.
Tariffs create more than typical volatility around unit demand, costs, and pricing. MACOM Technology will be affected, but Stein noted the effects will be somewhat more moderate than average, considering its geographic split of revenue and manufacturing.
If not for tariffs, Stein would have established a more optimistic model, including over $5 of EPS in calendar 2026; however, tariffs brought him to a more conservative result. Stein&#8217;s base case expectation is for MACOM Technology to deliver calendar 2026 revenue of $1.06 billion and EPS of $4.46. He projected calendar 2025 revenue of $960 million and EPS of $3.66.
The company historically trades at a five times premium to the peer group, which trades at 23 times. This suggests a 28 times P/E. 
MTSI Price Action: MTSI stock is up 0.15% at $99.42 at publication on Friday.
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Photo: Goran Gjorovski via Shutterstock

SPACE

Initiation

Trading Ideas

Truist Securities Bullish As MACOM Technology Taps AI, Satellites For Next Wave Of Growth

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
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<li>Goldman Sachs analyst Noah Poponak downgraded the rating for Planet Labs PBC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PL#NYSE">PL</a>) from Buy to Neutral and lowered the price target from $6 to $3.5. Planet Labs shares closed at $3.36 on Thursday. <a href="https://www.benzinga.com/quote/pl/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Goldman Sachs analyst Noah Poponak downgraded the rating for Booz Allen Hamilton Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) from Buy to Neutral and lowered the price target from $150 to $109. Booz Allen Hamilton shares closed at $108.81 on Thursday. <a href="https://www.benzinga.com/quote/bah/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley analyst Kristine Liwag downgraded Joby Aviation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) from Overweight to Equal-Weight and lowers the price target from $10 to $7. Joby Aviation shares closed at $6.02 on Thursday. <a href="https://www.benzinga.com/quote/joby/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst Andrew Andersen downgraded Skyward Specialty Insurance Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKWD#NASDAQ">SKWD</a>) from Buy to Hold and cut the price target from $62 to $59. Skyward Specialty shares closed at $52.15 on Thursday. <a href="https://www.benzinga.com/quote/skwd/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst Mark Strouse downgraded the rating for Fluence Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FLNC#NASDAQ">FLNC</a>) from Overweight to Neutral and lowered the price target from $14 to $7. Fluence Energy shares closed at $3.86 on Friday.  <a href="https://www.benzinga.com/quote/flnc/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying BAH stock? Here&#8217;s what analysts think:
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Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
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<li>Keybanc analyst Bradley Thomas initiated coverage on Casey&#8217;s General Stores, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CASY#NASDAQ">CASY</a>) with an Overweight rating and announced a price target of $500. Casey&#8217;s General shares closed at $438.01 on Thursday. <a href="https://www.benzinga.com/quote/casy/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Mizuho analyst David Belinger initiated coverage on Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) with an Outperform rating and announced a price target of $105. Walmart shares closed at $90.61 on Thursday. <a href="https://www.benzinga.com/quote/wmt/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Raymond James analyst Mark Cash initiated coverage on Confluent, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CFLT#NASDAQ">CFLT</a>) with an Outperform rating and announced a price target of $30. Confluent shares closed at $21.22 on Thursday. <a href="https://www.benzinga.com/quote/cflt/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Truist Securities analyst William Stein initiated coverage on MACOM Technology Solutions Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) with a Buy rating and announced a price target of $125. MACOM Technology shares closed at $99.27 on Friday.  <a href="https://www.benzinga.com/quote/mtsi/analyst-ratings">See how other analysts view this stock.</a></li>
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CASY

This Walmart Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday

Truist Securities analyst William Stein initiates coverage on MACOM Technology Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) with a Buy rating and announces Price Target of $125.

Truist Securities Initiates Coverage On MACOM Technology Solns with Buy Rating, Announces Price Target of $125

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Shares of semiconductor stocks are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

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Shares of semiconductor companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

BofA Securities analyst Vivek Arya met several <a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">optical and networking component</a> vendors at the industry&#8217;s flagship Optical Fiber Communications (OFC) conference in San Francisco this week.&nbsp;
This year&#8217;s OFC seemed extra relevant due to the increasing importance of optical innovations in enabling higher-speed AI clusters.&nbsp;
Historically, high competition and pricing pressures have hurt the optical industry.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44517705/marvell-launches-next-gen-connectivity-to-meet-rising-ai-demands-in-data-infrastructure" rel="noreferrer noopener">Marvell Launches Next-Gen Connectivity to Meet Rising AI Demands in Data Infrastructure</a>
Still, the rising tide of AI is so strong, the vendors appear more confident in projecting growth for the next few years ($10 billion in calendar 2024, going to $30 billion by calendar 2029, per Lumentum/Lightcounting), significantly as it&#8217;s levered to capex from strong US cloud customers with a mission-critical need to invest in AI, versus more prior cycles driven by cyclically exposed global telcos.
Within optical components, Arya is most positive on Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) (price target $260) in large-cap and Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) (price target $125) in SMIdcap, though he also noted positive sentiment at Credo Technology Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>) (price target $75), Lumentum Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>) (price target $85), Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) (price target $120) and MACOM Technology Solutions Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>) (price target $160).
Going into OFC and last week&#8217;s Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GTC, the prevailing concern was the imminent launch of co-packaged optics (CPO) solutions in scale-out (between racks) and scale-up (within AI rack), potentially impacting the current discrete pluggable market that uses optical transceivers (Tx) with digital signal processors (DSP).&nbsp;&nbsp;
The reality was that Nvidia mentioned but did not launch any new scale-up solution. In some instances, the roadmap still relies heavily on copper or linear pluggable (LPO). Nvidia&#8217;s CPO announcements are spread out in the second half of 2026 for InfiniBand and in the second half of 2027 for Ethernet, indicating no real urgency in deployment.&nbsp;
Meanwhile, during OFC, Arya heard talks from Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, and Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), showing no specific interest in abandoning the operationally sound pluggables approach to jump to CPO.&nbsp;
CPO can indeed save on space and power, but it comes at higher operational costs and has yet to be proven reliable. Any major deployment is pushing out to later this decade despite the strong tech offerings from CPO leader Broadcom and then Nvidia. Overall, Arya remains confident in the pluggable growth at Coherent and key DSP supplier Marvell Technology.
Arya attended Lumentum&#8217;s Analyst Day, where management raised its intermediate-term growth projections towards $3 billion from $2.4 billion given at last year&#8217;s OFC.&nbsp; Per Lumentum, it&#8217;s on track to achieve its $500 million quarterly run rate, exiting this year with $600 million+ per quarter in 6-9 months thereafter and $750 million a year later.&nbsp;
Interestingly, the increase from $2.4 billion to $3 billion is driven more by optical circuit switches (OCS) and high-speed continuous wave (CW) lasers rather than optical Tx, which could help from a margin perspective.&nbsp; Arya maintained the Underperform rating until he got a better indication of OCS industry demand outside Google&#8217;s captive OCS switch. Arya prefers Coherence, which is exposed to many of the same trends but with more attractive valuation and margin expansion opportunities.
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Rising Tide Of AI Is So Strong That Semiconductor Optical Industry Projects $30 Billion Total Addressable Market By 2029

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Shares of semiconductor companies are trading lower as markets react to President Trump's announcement of sweeping tariffs.

President Donald Trump has set up a new body within the Commerce Department to manage the CHIPS and Science Act, 2022. 
What Happened: A new entity, the United States Investment Accelerator within the Commerce Department, will now oversee the CHIPS Act program, as established by an executive order signed by Trump on Monday.
Despite Trump&#8217;s past criticism of the bipartisan legislation, the White House said in its fact sheet that the new office will focus on &#8220;negotiating much better CHIPS Act deals&#8221; and streamlining investment processes through reduced regulatory burdens and faster permitting.
According to the <a href="https://www.semiconductors.org/chip-supply-chain-investments/">Semiconductor Industry Association</a>, the CHIPS Program has granted awards worth $32.5417 billion and provided loans up to $5.85 billion to 32 companies across 23 states. 
However, the new entity — Investment Accelerator that will be controlling the CHIPS Act, not only plans to expedite corporate investments but promises to deliver &#8221; the benefit of the bargain for taxpayers,&#8221; as per the Whit House fact sheet.
Other primary goals of the body include;
<ul>
<li>Reducing regulatory burdens</li>
</ul>
<ul>
<li>Speeding up permitting;</li>
</ul>
<ul>
<li>Coordinating responses to investor issues across multiple Federal agencies; </li>
</ul>
<ul>
<li>Increasing access to national resources;</li>
</ul>
<ul>
<li>Facilitating collaboration with national laboratories; </li>
</ul>
<ul>
<li>Working with all 50 state governments and their economic development organizations.</li>
</ul>
Here are the U.S.-listed beneficiaries that have received grants under the CHIPS and Science Act, 2022 in the past. 
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Company Stocks</td>
<td>YTD Performance</td>
<td>One-Year Performance</td>
</tr>
<tr>
<td>Amkor Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMKR#NASDAQ">AMKR</a>)</td>
<td>-30.57%</td>
<td>-43.23%</td>
</tr>
<tr>
<td>Analog Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>)</td>
<td>-4.58%</td>
<td>2.57%</td>
</tr>
<tr>
<td>Coherent Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>)</td>
<td>-35.44%</td>
<td>8.23%</td>
</tr>
<tr>
<td>Corning Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>)</td>
<td>-1.99%</td>
<td>40.13%</td>
</tr>
<tr>
<td>Entegris Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENTG#NASDAQ">ENTG</a>)</td>
<td>-10.03%</td>
<td>-37.79%</td>
</tr>
<tr>
<td>Globalfoundries Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>)</td>
<td>-13.11%</td>
<td>-28.73%</td>
</tr>
<tr>
<td>HP Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>)</td>
<td>-14.72%</td>
<td>-8.85%</td>
</tr>
<tr>
<td>Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</td>
<td>12.31%</td>
<td>48.99%</td>
</tr>
<tr>
<td>MACOM Technology Solutions Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>)</td>
<td>-22.44%</td>
<td>2.83%</td>
</tr>
<tr>
<td>Microchip Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>)</td>
<td>-14.89%</td>
<td>-46.06%</td>
</tr>
<tr>
<td>Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)</td>
<td>-0.50%</td>
<td>-30.10%</td>
</tr>
<tr>
<td>Polar Power Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POLA#NASDAQ">POLA</a>)</td>
<td>-30.66%</td>
<td>-31.05%</td>
</tr>
<tr>
<td>Rocket Lab USA Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>)</td>
<td>-28.37%</td>
<td>338%</td>
</tr>
<tr>
<td>Skywater Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKYT#NASDAQ">SKYT</a>)</td>
<td>-47.36%</td>
<td>-30.08%</td>
</tr>
<tr>
<td>Texas Instruments Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>)</td>
<td>-3.88%</td>
<td>3.77%</td>
</tr>
<tr>
<td>Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)</td>
<td>-17.65%</td>
<td>17.32%</td>
</tr>
<tr>
<td>Wolfspeed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>)</td>
<td>-53.85%</td>
<td>-89.77%</td>
</tr>
</tbody>
</table>
</figure>
See Also: <a href="https://www.benzinga.com/general/market-summary/25/04/44578555/nancy-pelosis-pick-palo-alto-networks-downplays-ai-spending-need-analyst-warns-ai-digestion-phase-may-be-a-larger-problem" target="_blank" rel="noreferrer noopener">Nancy Pelosi's Pick, Palo Alto Networks Downplays AI Spending Need: Analyst Warns ‘AI Digestion Phase May Be A Larger Problem'</a>
Why It Matters: Trump has been vocal about his criticism of the CHIPS Act. On March 4, during his joint address to Congress, he said, &#8220;Your Chips Act is a horrible, horrible thing.&#8221;
He also urged U.S. House Speaker Mike Johnson to &#8220;get rid&#8221; of it and use &#8220;whatever is left over&#8221; to &#8220;reduce debt or any other reason you want to.&#8221;
However, the White House&#8217;s new plan has passed on the management of the act to the new entity. Since his time in office, Trump has been able to convince companies to invest in the U.S.
In early March, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM revealed its plans to inject another $100 billion into U.S. advanced semiconductor manufacturing, significantly expanding its ongoing $65 billion Arizona initiative and bringing total investment to $165 billion.
Similarly, the Magnificent 7 companies are widely expected to spend more than $330 billion on capex in 2025. While the chipmaker Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) hasn't explicitly mentioned a target during its earnings call, the iPhone maker Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) broadly expects to spend $500 billion over the next four years. The remaining companies, however, have provided a specific target for 2025.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Stocks</td>
<td>CAPEX Target For 2025</td>
</tr>
<tr>
<td>Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>&#8211;</td>
</tr>
<tr>
<td>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</td>
<td>&#8211;</td>
</tr>
<tr>
<td>Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</td>
<td>$80 Billion</td>
</tr>
<tr>
<td>Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</td>
<td>$100 Billion</td>
</tr>
<tr>
<td>Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)</td>
<td>$75 Billion</td>
</tr>
<tr>
<td>Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</td>
<td>$65 Billion</td>
</tr>
<tr>
<td>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</td>
<td>$11 Billion</td>
</tr>
</tbody>
</table>
</figure>
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, dropped in premarket on Monday. The SPY was down 0.51% to $556.56, while the QQQ declined 0.46% to $466.75, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Read Next:
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<li><a href="https://www.benzinga.com/general/market-summary/25/04/44579361/charlie-mungers-top-pick-costcos-golden-touch-gold-prices-soar-58-outpacing-spy-since-it-started-selling-gold-33-months-ago">Charlie Munger&#8217;s Top Pick Costco&#8217;s Golden Touch: Gold Prices Soar 58%, Outpacing SPY Since It Started Selling Gold 33 Months Ago</a></li>
</ul>
Image via Shutterstock

Regulations

AAPL

AMZN

MSFT

TSLA

Days After Calling The CHIPS Act A 'Horrible Thing,' Donald Trump Sets Up New Entity For 'Negotiating Much Better...Deals:' Here's More

AAOI

ANET

DDOG

ESTC

MOBBW

MVIS

PSTG

SAIL

SHOP

SMCI

SNOW

SNPS

TEAM

VSAT

Shares of companies in the broader tech sector are trading higher amid an overall market rebound on reports suggesting tariffs could be narrower and targeted.

AMBA

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Shares of chip stocks are trading higher as tech stocks rebound following softer-than-expected Feb. CPI figures. It was also reported that TSMC pitched a joint venture to Nvidia, AMD, Broadcom and Qualcomm to operate Intel's factories.

ASML

Shares of semiconductor stocks are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition."

MACOM Technology Solns's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NYSE">MTSI</a>) short percent of float has risen 5.16% since its last report. The company recently reported that it has 2.28 million shares sold short, which is 3.67% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.55 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>MACOM Technology Solns Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741352439_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for MACOM Technology Solns has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing MACOM Technology Solns's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, MACOM Technology Solns's peer group average for short interest as a percentage of float is 4.90%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Peering Into MACOM Technology Solns's Recent Short Interest

President Donald Trump during his joint address to Congress on Tuesday evening called for ending the CHIPS Act, which provides manufacturing incentives to semiconductor companies setting up their facilities in the U.S.
What Happened: During a primetime address to Congress on Tuesday, the president criticized the legislation, saying, "Your Chips Act is a horrible, horrible thing." Trump urged U.S. House Speaker Mike Johnson to "get rid" of it and use "whatever is left over" to "reduce debt or any other reason you want to."
According to <a href="https://www.semiconductors.org/chips-incentives-awards/">Semiconductor Industry Association</a>, the CHIPS Program has fueled investments in American semiconductor manufacturing. About $38 billion in grants and loans have been awarded to 32 companies across 23 states, mobilizing over $380 billion in private investment and creating an estimated 145,000 new jobs by 2030. 
Most notably, the Departments of Defense and Commerce awarded Intel Corp. up to $3 billion in CHIPS Act funding to expand domestic manufacturing of advanced semiconductors, strengthening the U.S. supply chain for critical national security needs.
Taiwan Semiconductor Mfg. Co. Ltd., on the other hand, was the recipient of $6.6 billion worth of grants, out of which $5 billion was a loaned amount for setting up projects worth $65 billion in Phoenix, Arizona.
Here are the U.S.-listed beneficiaries that have received grants under the CHIPS Act.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Company Stocks</td>
<td>YTD Performance</td>
<td>One-Year Performance</td>
</tr>
<tr>
<td>Amkor Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMKR#NASDAQ">AMKR</a>)</td>
<td>-21.57%</td>
<td>-37.79%</td>
</tr>
<tr>
<td>Analog Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>)</td>
<td>7.02%</td>
<td>19.17%</td>
</tr>
<tr>
<td>Coherent Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>)</td>
<td>-30.84%</td>
<td>5.51%</td>
</tr>
<tr>
<td>Corning Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>)</td>
<td>-0.46%</td>
<td>43.05%</td>
</tr>
<tr>
<td>Entegris Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENTG#NASDAQ">ENTG</a>)</td>
<td>1.15%</td>
<td>-27.49%</td>
</tr>
<tr>
<td>Globalfoundries Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>)</td>
<td>-11.56%</td>
<td>-28.48%</td>
</tr>
<tr>
<td>HP Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>)</td>
<td>-9.79%</td>
<td>0.55%</td>
</tr>
<tr>
<td>Infinera Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INFN#NASDAQ">INFN</a>)</td>
<td>1.07%</td>
<td>28.93%</td>
</tr>
<tr>
<td>Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</td>
<td>5.49%</td>
<td>-50.58%</td>
</tr>
<tr>
<td>MACOM Technology Solutions Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>)</td>
<td>-15.20%</td>
<td>20.75%</td>
</tr>
<tr>
<td>Microchip Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>)</td>
<td>2.22%</td>
<td>-32.11%</td>
</tr>
<tr>
<td>Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)</td>
<td>4.43%</td>
<td>-3.46%</td>
</tr>
<tr>
<td>Polar Power Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POLA#NASDAQ">POLA</a>)</td>
<td>-29.51%</td>
<td>-16.33%</td>
</tr>
<tr>
<td>Rocket Lab USA Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>)</td>
<td>-23.90%</td>
<td>348%</td>
</tr>
<tr>
<td>Skywater Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKYT#NASDAQ">SKYT</a>)</td>
<td>-35.93%</td>
<td>-24.96%</td>
</tr>
<tr>
<td>Texas Instruments Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>)</td>
<td>4.22%</td>
<td>14.18%</td>
</tr>
<tr>
<td>Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)</td>
<td>-10.71%</td>
<td>33.36%</td>
</tr>
<tr>
<td>Wolfspeed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>)</td>
<td>-20.51%</td>
<td>-80.08%</td>
</tr>
</tbody>
</table>
</figure>
See Also: <a href="https://www.benzinga.com/general/market-summary/25/03/44105284/from-mag7-to-meh7-no-tech-giant-ranks-among-sp-500s-top-50-performers-in-2025-experts-say-struggle-is-justified">From &#8216;Mag7 To Meh7:&#8217; No Tech Giant Ranks Among S&amp;P 500&#8217;s Top 50 Performers In 2025, Experts Say &#8216;Struggle… Is Justified&#8217;</a>
Why It Matters: A few hours before Trump&#8217;s Congress address, TSMC announced <a href="https://www.benzinga.com/trading-ideas/movers/25/03/44124444/taiwan-semiconductor-rises-as-100-billion-u-s-expansion-defies-market-downturn">plans to invest</a> an additional $100 billion in advanced semiconductor manufacturing in the United States. Building on a $65 billion project already underway in Arizona, this expansion brings the company&#8217;s total U.S. investment to a massive $165 billion. 
Addressing TSMC&#8217;s latest investment, Trump said, &#8220;All that was important to them was they didn't want to pay the tariffs. So they came and they're building. And many other companies are coming. We don't have to give them money, we just want to protect our businesses and our people, and they will come because they won't have to pay tariffs if they build in America.&#8221;
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, fell on Tuesday. The SPY declined 1.18% to $576.86, and the QQQ dropped 0.30% to $495.55, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
On Wednesday, the futures of Dow Jones were up 0.47%, S&amp;P 500 traded 0.60% higher, whereas Nasdaq 100 futures advanced by 0.72%.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/03/44070799/mark-cuban-supports-trumps-new-gold-card-scheme-if-sold-to-corporations-for-employee-citizenship-have-a-look-at-the-listed-companies-with-most-number-of-immigrants" target="_blank" rel="noreferrer noopener">Mark Cuban Supports Trump's New ‘Gold Card' Scheme If Sold To Corporations For Employee Citizenship: Here're The Listed-Companies With Most Number Of Immigrants</a></li>
</ul>
Photo courtesy: Shutterstock

Trump Seeks To End CHIPS Act: Who Stands To Lose? Here's A List Of Beneficiaries That Could Be Affected

FORM

Shares of semiconductor stocks are trading lower after a Wall Street Journal report revealed that Chinese buyers have been ordering Nvidia chips despite U.S. restrictions. Additionally, President Trump confirmed Mar. 4 tariffs, which could drive further trade uncertainty.

ACMR, ALAB, AMAT, AMBA, AMD, AMKR, AOSL, ARM, ARQQ, ASML, ASX, ATO, CAMT, CRDO, ENTG, FORM, HIMX, ICHR, INTC, KLAC, KLIC, LAES, LRCX, MKSI, MTSI, MU, MXL, NN, NVDA, NVMI, NVTS, ONDS, ONTO, QUIK, RGTI, RMBS, SITM, SKYT, SMH, SMTC, SOXX, STM, TSEM, TSM, UCTT, VUZI, WOLF

AMCR

ARQQ

NVTS

ONDS

VUZI

Shares of semiconductor companies are trading lower in sympathy with Nvidia, which reversed amid a possible selloff after reporting Q4 financial results.

LAES

Shares of semiconductor companies are trading higher in anticipation of Nvidia's Q4 earnings which are scheduled to be reported after hours today. Additionally, large AI investment announcements from Apple and Meta this week may be buoying the industry.

Press Releases

MACOM Announces Strategic Capital Investment Plan

MACOM to Report First Quarter 2025 Financial Results on February 6, 2025

MACOM Announces Production Availability of 227 Gbps Equalizers Supporting 1.6 Terabit Connectivity

MACOM European Semiconductor Center (MESC) Awarded Contract

MACOM Reports Fiscal First Quarter 2025 Financial Results

MACOM Introduces Opto-Amp™ Product Line at SATELLITE 2025

MACOM to Demonstrate RF and Optical Products at SATELLITE 2025

MACOM Launches New High Performance Solutions for 1.6T Applications

MACOM Enhances Fronthaul Solutions With New Low Power EML Driver

Innovative MACOM Solutions on Display at OFC 2025

Analog Devices

Astera Labs

Advanced Micro Devices, Inc. - Common Stock

Advanced Micro Devices

Arm Holdings plc - American Depositary Shares

ARM Holdings

ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares)

Comments

MACOM Technology Solns

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수요일, 3월 05, 2025

사람들이 또한 지켜본다

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