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MACOM Technology Solutions (MTSI) Competitors

MACOM Technology Solutions logo
$390.34 +7.99 (+2.09%)
Closing price 06/3/2026 04:00 PM Eastern
Extended Trading
$378.04 -12.30 (-3.15%)
As of 07:48 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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). These companies are all part of the "computer and technology" sector.

How does MACOM Technology Solutions compare to Advanced Energy Industries?

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

MACOM Technology Solutions has a net margin of 16.46% compared to Advanced Energy Industries' net margin of 10.00%. Advanced Energy Industries' return on equity of 17.99% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Advanced Energy Industries10.00% 17.99% 9.60%
MACOM Technology Solutions 16.46%16.01%10.43%

Advanced Energy Industries has a beta of 1.3, indicating that its stock price is 30% more volatile than the broader market. Comparatively, MACOM Technology Solutions has a beta of 1.66, indicating that its stock price is 66% more volatile than the broader market.

99.7% of Advanced Energy Industries shares are owned by institutional investors. Comparatively, 76.1% of MACOM Technology Solutions shares are owned by institutional investors. 1.3% of Advanced Energy Industries 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 hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Advanced Energy Industries currently has a consensus price target of $358.00, suggesting a potential upside of 11.01%. MACOM Technology Solutions has a consensus price target of $321.36, suggesting a potential downside of 17.67%. Given Advanced Energy Industries' higher probable upside, equities analysts clearly believe Advanced Energy Industries is more favorable than MACOM Technology Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Advanced Energy Industries
0 Sell rating(s)
3 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.83
MACOM Technology Solutions
0 Sell rating(s)
3 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.93

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
Advanced Energy Industries$1.80B6.82$148.40M$4.7567.89
MACOM Technology Solutions$967.26M30.79-$54.21M$2.31168.98

In the previous week, MACOM Technology Solutions had 12 more articles in the media than Advanced Energy Industries. MarketBeat recorded 21 mentions for MACOM Technology Solutions and 9 mentions for Advanced Energy Industries. Advanced Energy Industries' average media sentiment score of 1.22 beat MACOM Technology Solutions' score of 0.81 indicating that Advanced Energy Industries is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Advanced Energy Industries
8 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MACOM Technology Solutions
7 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

MACOM Technology Solutions beats Advanced Energy Industries on 9 of the 17 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 computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their dividends, media sentiment, analyst recommendations, earnings, risk, valuation, profitability and institutional ownership.

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$967.26M30.79-$54.21M$2.31168.98
Applied Materials$28.37B14.02$7.00B$10.6547.02

In the previous week, Applied Materials had 53 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 74 mentions for Applied Materials and 21 mentions for MACOM Technology Solutions. Applied Materials' average media sentiment score of 1.02 beat MACOM Technology Solutions' score of 0.81 indicating that Applied Materials is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MACOM Technology Solutions
7 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Materials
46 Very Positive mention(s)
8 Positive mention(s)
11 Neutral mention(s)
4 Negative mention(s)
2 Very Negative mention(s)
Positive

76.1% of MACOM Technology Solutions shares are owned by institutional investors. Comparatively, 80.6% of Applied Materials shares are owned by institutional investors. 0.4% of MACOM Technology Solutions shares are owned by insiders. Comparatively, 0.3% of Applied Materials shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

MACOM Technology Solutions has a beta of 1.66, indicating that its share price is 66% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.67, indicating that its share price is 67% more volatile than the broader market.

MACOM Technology Solutions currently has a consensus target price of $321.36, indicating a potential downside of 17.67%. Applied Materials has a consensus target price of $470.13, indicating a potential downside of 6.12%. Given Applied Materials' higher possible upside, analysts plainly believe Applied Materials is more favorable than MACOM Technology Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MACOM Technology Solutions
0 Sell rating(s)
3 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.93
Applied Materials
0 Sell rating(s)
8 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.77

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%

Summary

Applied Materials beats MACOM Technology Solutions on 12 of the 17 factors compared between the two stocks.

How does MACOM Technology Solutions compare to KLA?

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

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
KLA$12.16B22.84$4.06B$35.3360.15
MACOM Technology Solutions$967.26M30.79-$54.21M$2.31168.98

KLA has a net margin of 35.66% compared to MACOM Technology Solutions' net margin of 16.46%. KLA's return on equity of 91.89% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
KLA35.66% 91.89% 29.21%
MACOM Technology Solutions 16.46%16.01%10.43%

86.7% of KLA shares are owned by institutional investors. Comparatively, 76.1% of MACOM Technology Solutions shares are owned by institutional investors. 91.5% of KLA 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 hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

In the previous week, MACOM Technology Solutions had 3 more articles in the media than KLA. MarketBeat recorded 21 mentions for MACOM Technology Solutions and 18 mentions for KLA. MACOM Technology Solutions' average media sentiment score of 0.81 beat KLA's score of 0.80 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
KLA
6 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
MACOM Technology Solutions
7 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

KLA has a beta of 1.5, indicating that its stock price is 50% more volatile than the broader market. Comparatively, MACOM Technology Solutions has a beta of 1.66, indicating that its stock price is 66% more volatile than the broader market.

KLA presently has a consensus price target of $1,842.19, suggesting a potential downside of 13.31%. MACOM Technology Solutions has a consensus price target of $321.36, suggesting a potential downside of 17.67%. Given KLA's higher probable upside, research analysts clearly believe KLA is more favorable than MACOM Technology Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
KLA
0 Sell rating(s)
10 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.67
MACOM Technology Solutions
0 Sell rating(s)
3 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.93

Summary

KLA beats MACOM Technology Solutions on 10 of the 17 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 computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their earnings, analyst recommendations, dividends, valuation, risk, profitability, institutional ownership and media sentiment.

Lam Research has a net margin of 30.94% compared to MACOM Technology Solutions' net margin of 16.46%. Lam Research's return on equity of 66.21% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research30.94% 66.21% 31.61%
MACOM Technology Solutions 16.46%16.01%10.43%

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

Lam Research currently has a consensus target price of $303.30, indicating a potential downside of 11.76%. MACOM Technology Solutions has a consensus target price of $321.36, indicating a potential downside of 17.67%. Given Lam Research's higher probable upside, equities analysts plainly believe Lam Research is more favorable than MACOM Technology Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
7 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.79
MACOM Technology Solutions
0 Sell rating(s)
3 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.93

In the previous week, Lam Research had 44 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 65 mentions for Lam Research and 21 mentions for MACOM Technology Solutions. Lam Research's average media sentiment score of 1.25 beat MACOM Technology Solutions' score of 0.81 indicating that Lam Research is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
47 Very Positive mention(s)
4 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
MACOM Technology Solutions
7 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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$18.44B23.32$5.36B$5.3064.85
MACOM Technology Solutions$967.26M30.79-$54.21M$2.31168.98

Lam Research has a beta of 1.85, meaning that its stock price is 85% more volatile than the broader market. Comparatively, MACOM Technology Solutions has a beta of 1.66, meaning that its stock price is 66% more volatile than the broader market.

Summary

Lam Research beats MACOM Technology Solutions on 12 of the 17 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 computer and technology companies, but which is the better business? We will contrast the two companies based on the strength of their valuation, risk, dividends, analyst recommendations, profitability, institutional ownership, media sentiment and earnings.

MACOM Technology Solutions currently has a consensus target price of $321.36, indicating a potential downside of 17.67%. MKS has a consensus target price of $324.92, indicating a potential downside of 3.05%. Given MKS's higher possible upside, analysts clearly believe MKS is more favorable than MACOM Technology Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MACOM Technology Solutions
0 Sell rating(s)
3 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.93
MKS
1 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
2.87

MACOM Technology Solutions has a beta of 1.66, suggesting that its stock price is 66% more volatile than the broader market. Comparatively, MKS has a beta of 1.99, suggesting that its stock price is 99% more volatile than the broader market.

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$967.26M30.79-$54.21M$2.31168.98
MKS$3.93B5.76$295M$4.7870.12

76.1% of MACOM Technology Solutions shares are held by institutional investors. Comparatively, 99.8% of MKS shares are held by institutional investors. 0.4% of MACOM Technology Solutions shares are held by insiders. Comparatively, 0.6% of MKS shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

In the previous week, MKS had 2 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 23 mentions for MKS and 21 mentions for MACOM Technology Solutions. MKS's average media sentiment score of 1.06 beat MACOM Technology Solutions' score of 0.81 indicating that MKS is being referred to more favorably in the news media.

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

Summary

MKS beats MACOM Technology Solutions on 11 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

Export
MetricMACOM Technology SolutionsSEMI IndustryComputer SectorNASDAQ Exchange
Market Cap$29.17B$53.08B$41.29B$12.54B
Dividend YieldN/A1.17%3.06%5.22%
P/E Ratio168.98156.90173.0324.18
Price / Sales30.7914.94621.41112.26
Price / Cash120.40223.9553.0357.13
Price / Book21.9012.6310.096.72
Net Income-$54.21M$493.49M$1.06B$337.19M
7 Day Performance-0.19%3.75%1.54%-0.75%
1 Month PerformanceN/AN/AN/A-1.69%
1 Year Performance206.37%190.16%168.47%33.09%

MACOM Technology Solutions Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MTSI
MACOM Technology Solutions
3.127 of 5 stars		$390.34
+2.1%		$321.36
-17.7%		+207.7%$29.17B$967.26M168.982,000
AEIS
Advanced Energy Industries
4.3009 of 5 stars		$324.86
flat		$358.00
+10.2%		+171.5%$12.35B$1.80B68.3913,000
AMAT
Applied Materials
4.0676 of 5 stars		$432.16
flat		$465.14
+7.6%		+209.6%$342.97B$28.37B40.5836,500
KLAC
KLA
3.9828 of 5 stars		$1,888.38
flat		$1,842.19
-2.4%		+173.9%$246.68B$12.16B53.4515,200
LRCX
Lam Research
4.1489 of 5 stars		$305.35
flat		$293.46
-3.9%		+310.8%$381.86B$18.44B57.6119,000

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This page (NASDAQ:MTSI) was last updated on 6/4/2026 by MarketBeat.com Staff.
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