MTSI — Stock Film
STOCK FILMSCENE 1/11MTSI · $268
Stock Expert AI presents
MTSI
MACOM Technology Solutions Holdings, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
MACOM Technology Solutions Holdings, Inc. A quick introduction.

On the stock market since 2012, it operates in the world of technology. It has 2,000 employees. Now — the numbers.

on the stock market since 2012
2,000 employees
$20B market value
Revenue last year:
$0
The loss that same year:
$0
For every $1 it earns, the company spends $1.1.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

THE SALES TREND
Sales are growing overall, with a pause along the way.

Average growth of 12% a year over the last 4 years. Red columns mark years that ended in a loss.

$606.9M
2021
$675.2M
2022
$648.4M
2023
$729.6M
2024
$967.3M
2025
In the vault right now:
$0
DEBT: $538.0M
At this pace, that money lasts about 14.5 years.

Before the clock runs out, either sales must climb sharply or new money must come in. For now, time is on the company’s side.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
7 / 8
EXPECTATIONS MET OR BEATEN
7
Nov 2024
Feb 2025
May 2025
Aug 2025
Nov 2025
Feb 2026
May 2026
Aug 2026
7 TIMES IN THE LAST 8 QUARTERS
It clears the bar, quarter after quarter.
INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
71
strong

Clearly above the class average — a step short of the very top.

FINANCIAL STRENGTH
78
strong

Clearly above the class average — a step short of the very top.

VALUATION
36
weak

Clearly below the class average.

GROWTH
70
strong

Clearly above the class average — a step short of the very top.

PRICE MOMENTUM
61
average

The price is looking for direction — no strong breakout, no collapse.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 35% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 3 years, sales grew about 13% a year on average.

2
THE BRIGHT SIDE · 2/3
Sales are holding up

The company sells $967.3M a year; the problem isn’t sales — it’s costs running above that number.

3
THE BRIGHT SIDE · 3/3
Strong cash, light debt

There is $786.0M in the vault; even if every debt were paid off, $248.0M would remain.

1
THE RISKS · 1/2
Lost money last year

A loss of $54.2M against $967.3M in annual sales.

2
THE RISKS · 2/2
Executives lean toward selling

Over the last 12 months, executives reported 221 sells against just 25 buys. Not an alarm bell by itself, but a number worth watching.

FINALE · THE GRADE
B
0 / 100 · MoonshotScore

On our five-subject report card, MTSI sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: MTSI has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

Analysts’ average target sits above today’s price, yet the valuation grade (36/100) says the stock isn’t cheap.

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This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film