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MACOM Technology Solutions (MTSI) Competitors

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$263.46 -9.85 (-3.60%)
Closing price 08/5/2026 04:00 PM Eastern
Extended Trading
$267.00 +3.54 (+1.34%)
As of 07:18 AM Eastern
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MTSI vs. AEIS, AMAT, KLAC, LRCX, and MKSI

Should you buy MACOM Technology Solutions stock or one of its competitors? MarketBeat compares MACOM Technology Solutions with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with MACOM Technology Solutions include Advanced Energy Industries (AEIS), Applied Materials (AMAT), KLA (KLAC), Lam Research (LRCX), and MKS (MKSI).

How does MACOM Technology Solutions compare to Advanced Energy Industries?

MACOM Technology Solutions (NASDAQ:MTSI) and Advanced Energy Industries (NASDAQ:AEIS) are both large-cap technology companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, institutional ownership, media sentiment, risk, valuation, dividends, profitability and analyst recommendations.

In the previous week, Advanced Energy Industries had 29 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 39 mentions for Advanced Energy Industries and 10 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.46 beat Advanced Energy Industries' score of 1.15 indicating that MACOM Technology Solutions is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MACOM Technology Solutions
9 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Advanced Energy Industries
19 Very Positive mention(s)
4 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

76.1% of MACOM Technology Solutions shares are owned by institutional investors. Comparatively, 99.7% of Advanced Energy Industries shares are owned by institutional investors. 0.4% of MACOM Technology Solutions shares are owned by insiders. Comparatively, 1.3% of Advanced Energy Industries shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

MACOM Technology Solutions presently has a consensus price target of $330.45, indicating a potential upside of 25.43%. Advanced Energy Industries has a consensus price target of $409.50, indicating a potential upside of 24.38%. Given MACOM Technology Solutions' higher probable upside, equities analysts plainly believe MACOM Technology Solutions is more favorable than Advanced Energy Industries.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MACOM Technology Solutions
0 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.79
Advanced Energy Industries
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.93

MACOM Technology Solutions has a net margin of 16.46% compared to Advanced Energy Industries' net margin of 10.77%. Advanced Energy Industries' return on equity of 20.75% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
MACOM Technology Solutions16.46% 16.01% 10.43%
Advanced Energy Industries 10.77%20.75%10.39%

MACOM Technology Solutions has a beta of 1.7, meaning that its stock price is 70% more volatile than the broader market. Comparatively, Advanced Energy Industries has a beta of 1.29, meaning that its stock price is 29% more volatile than the broader market.

Advanced Energy Industries has higher revenue and earnings than MACOM Technology Solutions. Advanced Energy Industries is trading at a lower price-to-earnings ratio than MACOM Technology Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MACOM Technology Solutions$967.26M20.78-$54.21M$2.31114.05
Advanced Energy Industries$2.04B6.47$148.40M$5.3661.42

Summary

Advanced Energy Industries beats MACOM Technology Solutions on 9 of the 16 factors compared between the two stocks.

How does MACOM Technology Solutions compare to Applied Materials?

MACOM Technology Solutions (NASDAQ:MTSI) and Applied Materials (NASDAQ:AMAT) are both large-cap technology companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, media sentiment, valuation, earnings, dividends, risk, analyst recommendations and institutional ownership.

MACOM Technology Solutions presently has a consensus target price of $330.45, indicating a potential upside of 25.43%. Applied Materials has a consensus target price of $603.23, indicating a potential upside of 12.91%. Given MACOM Technology Solutions' higher possible upside, research analysts clearly believe MACOM Technology Solutions is more favorable than Applied Materials.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MACOM Technology Solutions
0 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.79
Applied Materials
0 Sell rating(s)
7 Hold rating(s)
26 Buy rating(s)
1 Strong Buy rating(s)
2.82

Applied Materials has higher revenue and earnings than MACOM Technology Solutions. Applied Materials is trading at a lower price-to-earnings ratio than MACOM Technology Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MACOM Technology Solutions$967.26M20.78-$54.21M$2.31114.05
Applied Materials$28.37B14.95$7.00B$10.6550.16

Applied Materials has a net margin of 29.31% compared to MACOM Technology Solutions' net margin of 16.46%. Applied Materials' return on equity of 36.97% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
MACOM Technology Solutions16.46% 16.01% 10.43%
Applied Materials 29.31%36.97%21.30%

MACOM Technology Solutions has a beta of 1.7, suggesting that its stock price is 70% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.61, suggesting that its stock price is 61% more volatile than the broader market.

In the previous week, Applied Materials had 62 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 72 mentions for Applied Materials and 10 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.46 beat Applied Materials' score of 0.95 indicating that MACOM Technology Solutions is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MACOM Technology Solutions
9 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Materials
45 Very Positive mention(s)
9 Positive mention(s)
12 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Positive

76.1% of MACOM Technology Solutions shares are held by institutional investors. Comparatively, 80.6% of Applied Materials shares are held by institutional investors. 0.4% of MACOM Technology Solutions shares are held by insiders. Comparatively, 0.3% of Applied Materials shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

Applied Materials beats MACOM Technology Solutions on 10 of the 16 factors compared between the two stocks.

How does MACOM Technology Solutions compare to KLA?

MACOM Technology Solutions (NASDAQ:MTSI) and KLA (NASDAQ:KLAC) are both large-cap technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their analyst recommendations, profitability, risk, institutional ownership, valuation, dividends, media sentiment and earnings.

KLA has higher revenue and earnings than MACOM Technology Solutions. KLA is trading at a lower price-to-earnings ratio than MACOM Technology Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MACOM Technology Solutions$967.26M20.78-$54.21M$2.31114.05
KLA$13.58B18.55$4.83B$3.6752.55

MACOM Technology Solutions has a beta of 1.7, meaning that its share price is 70% more volatile than the broader market. Comparatively, KLA has a beta of 1.45, meaning that its share price is 45% more volatile than the broader market.

76.1% of MACOM Technology Solutions shares are held by institutional investors. Comparatively, 86.7% of KLA shares are held by institutional investors. 0.4% of MACOM Technology Solutions shares are held by insiders. Comparatively, 91.5% of KLA shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

MACOM Technology Solutions currently has a consensus price target of $330.45, suggesting a potential upside of 25.43%. KLA has a consensus price target of $223.70, suggesting a potential upside of 16.00%. Given MACOM Technology Solutions' stronger consensus rating and higher probable upside, equities research analysts plainly believe MACOM Technology Solutions is more favorable than KLA.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MACOM Technology Solutions
0 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.79
KLA
0 Sell rating(s)
9 Hold rating(s)
19 Buy rating(s)
1 Strong Buy rating(s)
2.72

In the previous week, KLA had 26 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 36 mentions for KLA and 10 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.46 beat KLA's score of 0.55 indicating that MACOM Technology Solutions is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MACOM Technology Solutions
9 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
KLA
18 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

KLA has a net margin of 35.57% compared to MACOM Technology Solutions' net margin of 16.46%. KLA's return on equity of 87.66% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
MACOM Technology Solutions16.46% 16.01% 10.43%
KLA 35.57%87.66%29.23%

Summary

KLA beats MACOM Technology Solutions on 10 of the 16 factors compared between the two stocks.

How does MACOM Technology Solutions compare to Lam Research?

Lam Research (NASDAQ:LRCX) and MACOM Technology Solutions (NASDAQ:MTSI) are both large-cap technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, earnings, valuation, dividends, media sentiment, risk, profitability and institutional ownership.

Lam Research has a beta of 1.84, indicating that its stock price is 84% more volatile than the broader market. Comparatively, MACOM Technology Solutions has a beta of 1.7, indicating that its stock price is 70% more volatile than the broader market.

Lam Research has a net margin of 31.27% compared to MACOM Technology Solutions' net margin of 16.46%. Lam Research's return on equity of 67.60% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research31.27% 67.60% 33.48%
MACOM Technology Solutions 16.46%16.01%10.43%

Lam Research currently has a consensus price target of $358.47, indicating a potential upside of 16.61%. MACOM Technology Solutions has a consensus price target of $330.45, indicating a potential upside of 25.43%. Given MACOM Technology Solutions' higher probable upside, analysts clearly believe MACOM Technology Solutions is more favorable than Lam Research.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
5 Hold rating(s)
26 Buy rating(s)
1 Strong Buy rating(s)
2.88
MACOM Technology Solutions
0 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.79

Lam Research has higher revenue and earnings than MACOM Technology Solutions. Lam Research is trading at a lower price-to-earnings ratio than MACOM Technology Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lam Research$23.23B16.55$7.27B$5.7653.37
MACOM Technology Solutions$967.26M20.78-$54.21M$2.31114.05

84.6% of Lam Research shares are owned by institutional investors. Comparatively, 76.1% of MACOM Technology Solutions shares are owned by institutional investors. 0.3% of Lam Research shares are owned by company insiders. Comparatively, 0.4% of MACOM Technology Solutions shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

In the previous week, Lam Research had 68 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 78 mentions for Lam Research and 10 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.46 beat Lam Research's score of 0.91 indicating that MACOM Technology Solutions is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
43 Very Positive mention(s)
10 Positive mention(s)
17 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive
MACOM Technology Solutions
9 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Lam Research beats MACOM Technology Solutions on 11 of the 16 factors compared between the two stocks.

How does MACOM Technology Solutions compare to MKS?

MACOM Technology Solutions (NASDAQ:MTSI) and MKS (NASDAQ:MKSI) are both large-cap technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their earnings, profitability, analyst recommendations, media sentiment, dividends, institutional ownership, valuation and risk.

MACOM Technology Solutions has a net margin of 16.46% compared to MKS's net margin of 8.06%. MKS's return on equity of 21.49% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
MACOM Technology Solutions16.46% 16.01% 10.43%
MKS 8.06%21.49%6.54%

MKS has higher revenue and earnings than MACOM Technology Solutions. MKS is trading at a lower price-to-earnings ratio than MACOM Technology Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MACOM Technology Solutions$967.26M20.78-$54.21M$2.31114.05
MKS$3.93B5.38$295M$4.7865.50

MACOM Technology Solutions has a beta of 1.7, meaning that its stock price is 70% more volatile than the broader market. Comparatively, MKS has a beta of 1.98, meaning that its stock price is 98% more volatile than the broader market.

MACOM Technology Solutions currently has a consensus target price of $330.45, indicating a potential upside of 25.43%. MKS has a consensus target price of $383.57, indicating a potential upside of 22.51%. Given MACOM Technology Solutions' higher possible upside, analysts clearly believe MACOM Technology Solutions is more favorable than MKS.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MACOM Technology Solutions
0 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.79
MKS
1 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.81

76.1% of MACOM Technology Solutions shares are owned by institutional investors. Comparatively, 99.8% of MKS shares are owned by institutional investors. 0.4% of MACOM Technology Solutions shares are owned by company insiders. Comparatively, 0.6% of MKS shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, MKS had 15 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 25 mentions for MKS and 10 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.46 beat MKS's score of 0.97 indicating that MACOM Technology Solutions is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MACOM Technology Solutions
9 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MKS
13 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

MKS beats MACOM Technology Solutions on 10 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding MTSI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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MTSI vs. The Competition

MetricMACOM Technology SolutionsSemiconductors & Semiconductor Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$20.85B$104.45B$29.85B$13.01B
Dividend YieldN/A1.53%2.74%9.79%
P/E Ratio114.0589.7881.2225.25
Price / Sales20.78102.42598.7076.92
Price / Cash86.0666.8850.7650.79
Price / Book14.7810.859.256.09
Net Income-$54.21M$1.86B$662.75M$347.95M
7 Day Performance5.93%6.77%4.45%3.08%
1 Month Performance-19.59%-8.72%-1.36%-3.01%
1 Year Performance89.50%120.67%150.49%20.49%

MACOM Technology Solutions Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MTSI
MACOM Technology Solutions
4.7715 of 5 stars
$263.46
-3.6%
$330.45
+25.4%
+91.9%$20.85B$967.26M114.052,000
AEIS
Advanced Energy Industries
4.8354 of 5 stars
$291.95
-4.0%
$404.25
+38.5%
+135.9%$11.56B$1.80B61.4613,000
AMAT
Applied Materials
4.8217 of 5 stars
$516.89
-3.6%
$599.19
+15.9%
+198.2%$425.76B$28.37B48.5336,500
KLAC
KLA
4.8433 of 5 stars
$203.36
-3.4%
$218.41
+7.4%
+118.3%$275.00B$12.16B57.5615,200
LRCX
Lam Research
4.8528 of 5 stars
$291.61
-4.5%
$363.37
+24.6%
+218.0%$381.69B$18.44B55.0219,000

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This page (NASDAQ:MTSI) was last updated on 8/6/2026 by MarketBeat.com Staff.
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