Análisis Argos
MTSI
MTSICara
MACOM Technology Solutions Holdings, Inc. · Technology
US$ 322.26
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
43/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (6%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO4/6PASADO2/6SALUD4/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO2/6SALUD4/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos43de 100Cara
Ingresos▲33%
US$ 1 B
Margen operativo▲17%
13.4%
Flujo de caja libre▲7%
US$ 0.2 B
Deuda neta
US$ 0.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 24.6B
P/E—
EV/EBITDA129.6x
FCF yield0.6%
ROIC7.4%
Margen operativo13.4%
Crecim. ingresos+32.6%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

benzinga.com · 22 jun
MACOM Technology And Corning On CNBC's ‘Final Trades'
On CNBC's “Halftime Report Final Trades,” Joseph M. Terranova, senior managing director for Virtus Investment Partners, named Corning Incorporated (NYSE:GLW) as his final trade.
zacks.com · 16 jun
Are You Looking for a Top Momentum Pick? Why M/A-Com (MTSI) is a Great Choice
Does M/A-Com (MTSI) have what it takes to be a top stock pick for momentum investors? Let's find out.
zacks.com · 11 jun
Photonics Is the New Hot Cake of AI Infrastructure Space: 5 Picks
Photonics is powering AI infrastructure as data-center bandwidth surges, putting GLW, LITE, COHR, MTSI and MRVL in focus.
globenewswire.com · 9 jun
MACOM and Elve to Demonstrate a V-Band Linearized TWTA for Satellite Communications and Defense Applications at IMS 2026
MACOM and ELVE will demonstrate how their technologies can be combined to enhance performance and efficiency in microwave transmitter systems at IMS 2026.
globenewswire.com · 8 jun
MACOM Introduces its Hot Via Chip Scale Technology to Eliminate Wire Bonds
LOWELL, Mass., June 08, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced a chip scale hot via process built on its AlGaAs diode technology.
globenewswire.com · 5 jun
MACOM IMS 2026 Product Announcements for Satellite Communications
LOWELL, Mass., June 05, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced new additions to its RF and optical portfolio, designed to meet the evolving needs of the satellite communications (SATCOM) industry.
globenewswire.com · 4 jun
MACOM IMS 2026 Product Announcements for Aerospace and Defense
LOWELL, Mass., June 04, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced a new suite of high-performance RF solutions designed to meet the demanding requirements of aerospace and defense (A&D).
zacks.com · 1 jun
Buy 3 Momentum Anomaly Stocks as Tech Rally Spurs Fresh Highs
CMPR, MTSI and LITE pick up momentum interest as a tech-led AI rally lifts U.S. stocks to fresh highs.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.