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MACOM Technology Solutions (MTSI) Competitors

MACOM Technology Solutions logo
$275.49 -17.53 (-5.98%)
Closing price 07/16/2026 04:00 PM Eastern
Extended Trading
$263.54 -11.95 (-4.34%)
As of 04:35 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?

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

MACOM Technology Solutions has a beta of 1.65, indicating that its share price is 65% more volatile than the broader market. Comparatively, Advanced Energy Industries has a beta of 1.25, indicating that its share price is 25% 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$967.26M21.73-$54.21M$2.31119.26
Advanced Energy Industries$1.80B6.04$148.40M$4.7560.19

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 endowments, large money managers and hedge funds believe a company is poised for long-term growth.

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
MACOM Technology Solutions16.46% 16.01% 10.43%
Advanced Energy Industries 10.00%17.99%9.60%

MACOM Technology Solutions currently has a consensus price target of $335.00, suggesting a potential upside of 21.60%. Advanced Energy Industries has a consensus price target of $400.45, suggesting a potential upside of 40.07%. Given Advanced Energy Industries' higher possible upside, 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
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
0 Sell rating(s)
3 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.77

In the previous week, Advanced Energy Industries had 2 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 9 mentions for Advanced Energy Industries and 7 mentions for MACOM Technology Solutions. Advanced Energy Industries' average media sentiment score of 1.53 beat MACOM Technology Solutions' score of 1.30 indicating that Advanced Energy Industries is being referred to more favorably in the news media.

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

Summary

Advanced Energy Industries beats MACOM Technology Solutions on 10 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 stock? We will contrast the two businesses based on the strength of their analyst recommendations, profitability, institutional ownership, risk, media sentiment, dividends, valuation and earnings.

MACOM Technology Solutions currently has a consensus target price of $335.00, suggesting a potential upside of 21.60%. Applied Materials has a consensus target price of $593.84, suggesting a potential upside of 5.87%. Given MACOM Technology Solutions' stronger consensus rating and higher probable upside, equities research analysts plainly 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)
3 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.93
Applied Materials
0 Sell rating(s)
6 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.85

In the previous week, Applied Materials had 69 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 76 mentions for Applied Materials and 7 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.30 beat Applied Materials' score of 1.12 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
5 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Materials
54 Very Positive mention(s)
10 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

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$967.26M21.73-$54.21M$2.31119.26
Applied Materials$28.37B15.70$7.00B$10.6552.67

MACOM Technology Solutions has a beta of 1.65, meaning that its share price is 65% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.57, meaning that its share price is 57% more volatile than the broader market.

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%

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 hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Applied Materials beats MACOM Technology Solutions on 9 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 investment? We will contrast the two companies based on the strength of their dividends, media sentiment, analyst recommendations, earnings, institutional ownership, valuation, profitability and risk.

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$12.16B23.57$4.06B$3.5362.14
MACOM Technology Solutions$967.26M21.73-$54.21M$2.31119.26

KLA currently has a consensus target price of $291.26, indicating a potential upside of 32.77%. MACOM Technology Solutions has a consensus target price of $335.00, indicating a potential upside of 21.60%. Given KLA's higher possible upside, research analysts plainly 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

In the previous week, KLA had 13 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 20 mentions for KLA and 7 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.30 beat KLA's score of 0.73 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
7 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MACOM Technology Solutions
5 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

86.7% of KLA shares are held by institutional investors. Comparatively, 76.1% of MACOM Technology Solutions shares are held by institutional investors. 91.5% of KLA shares are held by insiders. Comparatively, 0.4% of MACOM Technology Solutions shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

KLA has a beta of 1.41, indicating that its stock price is 41% more volatile than the broader market. Comparatively, MACOM Technology Solutions has a beta of 1.65, indicating that its stock price is 65% more volatile than the broader market.

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%

Summary

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

How does MACOM Technology Solutions compare to Lam Research?

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

76.1% of MACOM Technology Solutions shares are held by institutional investors. Comparatively, 84.6% of Lam Research shares are held by institutional investors. 0.4% of MACOM Technology Solutions shares are held by insiders. Comparatively, 0.3% of Lam Research shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

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
MACOM Technology Solutions16.46% 16.01% 10.43%
Lam Research 30.94%66.21%31.61%

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
MACOM Technology Solutions$967.26M21.73-$54.21M$2.31119.26
Lam Research$18.44B21.77$5.36B$5.3060.56

In the previous week, Lam Research had 70 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 77 mentions for Lam Research and 7 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.30 beat Lam Research's score of 1.18 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
5 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Lam Research
56 Very Positive mention(s)
6 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

MACOM Technology Solutions has a beta of 1.65, indicating that its stock price is 65% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.8, indicating that its stock price is 80% more volatile than the broader market.

MACOM Technology Solutions presently has a consensus price target of $335.00, suggesting a potential upside of 21.60%. Lam Research has a consensus price target of $358.67, suggesting a potential upside of 11.75%. Given MACOM Technology Solutions' stronger consensus rating and higher probable upside, equities analysts clearly believe MACOM Technology Solutions is more favorable than Lam Research.

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
Lam Research
0 Sell rating(s)
6 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.82

Summary

Lam Research beats MACOM Technology Solutions on 11 of the 17 factors compared between the two stocks.

How does MACOM Technology Solutions compare to MKS?

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

MKS currently has a consensus target price of $380.00, indicating a potential upside of 14.46%. MACOM Technology Solutions has a consensus target price of $335.00, indicating a potential upside of 21.60%. Given MACOM Technology Solutions' stronger consensus rating and higher probable upside, analysts clearly believe MACOM Technology Solutions is more favorable than MKS.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MKS
1 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
2 Strong Buy rating(s)
2.88
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, MKS had 3 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 10 mentions for MKS and 7 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.30 beat MKS's score of 1.19 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
MKS
7 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MACOM Technology Solutions
5 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

MKS has a beta of 1.93, suggesting that its share price is 93% more volatile than the broader market. Comparatively, MACOM Technology Solutions has a beta of 1.65, suggesting that its share price is 65% 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
MKS8.06% 21.49% 6.54%
MACOM Technology Solutions 16.46%16.01%10.43%

99.8% of MKS shares are owned by institutional investors. Comparatively, 76.1% of MACOM Technology Solutions shares are owned by institutional investors. 0.6% of MKS 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 will outperform the market over the long term.

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
MKS$3.93B5.70$295M$4.7869.46
MACOM Technology Solutions$967.26M21.73-$54.21M$2.31119.26

Summary

MKS beats MACOM Technology Solutions on 9 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$22.36B$46.07B$39.20B$12.67B
Dividend YieldN/A1.32%3.14%8.87%
P/E Ratio119.26124.55168.8024.05
Price / Sales21.7311.77595.32112.08
Price / Cash92.27207.9045.9859.89
Price / Book15.469.979.386.23
Net Income-$54.21M$493.49M$1.07B$331.94M
7 Day Performance-10.71%-7.93%-2.05%-1.65%
1 Month Performance-24.96%-14.65%-1.68%-1.03%
1 Year Performance94.34%87.71%136.30%17.10%

MACOM Technology Solutions Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MTSI
MACOM Technology Solutions
4.8203 of 5 stars		$275.49
-6.0%		$335.00
+21.6%		+100.0%$22.36B$967.26M119.262,000
AEIS
Advanced Energy Industries
4.9482 of 5 stars		$310.84
-0.1%		$400.45
+28.8%		+105.1%$11.84B$1.80B65.4413,000
AMAT
Applied Materials
4.7318 of 5 stars		$592.79
-1.7%		$569.65
-3.9%		+187.9%$478.79B$28.37B55.6636,500
KLAC
KLA
4.9731 of 5 stars		$233.31
-1.0%		$280.34
+20.2%		+135.0%$307.69B$12.16B66.0415,200
LRCX
Lam Research
4.9102 of 5 stars		$350.20
-0.3%		$347.75
-0.7%		+219.8%$439.46B$18.44B66.0819,000

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This page (NASDAQ:MTSI) was last updated on 7/17/2026 by MarketBeat.com Staff.
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