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MACOM Technology Shares Rise on AI Sales

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MTSI offers high-performance analog semiconductor solutions. The company produces analog radio frequency, microwave, and millimeter wave semiconductor devices, and components for various network-related applications. In terms of sales, MTSI’s primary customers include data centers, industrial customers, and the defense and telecom industry. The widespread use of AI in these areas is helping MTSI gain market share.

As for earnings, MTSI will announce its first-quarter earnings for fiscal 2025 next week. In its last earnings report, the company showed a revenue increase of 33.5%, to $200.7 million, both of which topped figures from a year prior. The company’s diluted net income came in at $0.39 per share, which is a jump from the year-ago figure of $0.34. Also, MTSI recently announced $345million in planned spending to upgrade manufacturing facility.

It’s no wonder MTSI shares are up over 59% in a year – and they could rise more. MAPsignals data shows how Big Money investors are betting heavily on the forward picture of the stock.

Big Money Buying Up MACOM Technology Shares

Institutional volumes reveal plenty. In the last year, MTSI has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in MTSI shares. They reflect our proprietary inflow signal, pushing the stock higher:

Source: www.mapsignals.com
Source: www.mapsignals.com

Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with MACOM Technology.

MACOM Technology Fundamental Analysis

Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, MTSI has strong sales and earnings growth over the years:

  • 1-year sales growth rate (+12.5%)

  • 3-year earnings growth rate (+313.2%)

Source: FactSet

Also, EPS is estimated to ramp higher this year by +18.9%.

Now it makes sense why the stock has been powering to new heights. MTSI has a track record of strong financial performance.

Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term.

MACOM Technology has been a top-rated stock at MAPsignals. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s made the rare Top 20 report multiple times in the last year, with more potentially on the horizon. The blue bars below show when MTSI was a top pick…sending shares higher:

Source: www.mapsignals.com
Source: www.mapsignals.com

Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.