CluenexMACOM Technology Solutions MTSI
MACOM Technology Solutions scores good on business quality (6.9 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What MACOM Technology Solutions does
MACOM Technology Solutions designs and manufactures high-performance analog semiconductor solutions for the telecom, industrial, and datacenter markets. Customers rely on its specialized chips to power high-frequency signals in demanding radio frequency and microwave applications.
- What it does best
MACOM excels at high-frequency analog semiconductor design, delivering a gross margin of 56.5% that outpaces peer GFS at 27.1%. This technical edge relies on specialized process expertise that prevents easy replication by rivals.
- The main risk
The primary threat comes from intense sector-wide competition and rapid market shifts in semiconductor demand. If broader chip stock momentum stalls, elevated valuations leave little room for operational missteps.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 18.1% with a free cash flow margin of 15.8%, backed by a net income of $241M. Profitability scales steadily as higher revenue flows through its specialized manufacturing footprint.
MACOM holds a narrow moat built on specialized analog technology expertise that locks in complex industrial and telecom customers. Its gross margin sits at 56.5%, though a modest moat score of 4.7 reflects limited structural switching costs.
Revenue reached $1.16B with a growth rate of 32.5%, landing in the top decile of its sector at the 91st percentile. This top-line expansion accelerates compared to historical annual revenues of $967M.
With interest coverage at 31.7x, debt servicing costs are easily managed. Free cash flow reached $184M alongside a net cash position of $217M, reflecting a healthy and strengthening balance sheet.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on MTSI
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
MACOM Technology Solutions scores good on the Cluenex quality check (6.9 of 10), measured against its own industry. Profitability is fair, moat fair, growth fast and financial health strong.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Nov 5, 2026, before the open.
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Cite this page: Cluenex, “MACOM Technology Solutions (MTSI)”, https://cluenex.com/stocks/mtsi/, data as of Oct 10, 2026.