Get intelligentvalue.com

Own it today or select a payment plan

Buy Now$3,879Payment Plan$325/mo

Secured by Stripe

Premium Domain Name

intelligentvalue.com

is available for purchase

51 views

Visitors from

US 54%·

AU 32%·

IN 7%·

GB 2%·

FR 2%

Perfect for

Financial Consulting Technology Startups Educational Services Economic Forecasting E-commerce Solutions Business Analytics Artificial Intelligence Solutions Investment Advisory Strategic Planning Market Research

Unlock the potential of 'intelligentvalue.com', a premium domain that embodies sophistication and expertise in investment advisory and financial consulting. Perfect for businesses in artificial intelligence solutions, market research, and strategic planning, this memorable domain conveys a strong branding message that resonates with clients seeking innovative and data-driven insights. Elevate your presence in the competitive landscape with a digital identity that signifies intelligence, value, and forward-thinking solutions.

Safe & Secure

Protected transactions with Stripe

Fast Transfer

Domain transferred within 24 hours

Flexible Payments

Interest-free payment plans available

MACOM (NASDAQ:MTSI) Q2 Sales Beat Estimates

By: StockStory

August 06, 2026 at 08:30 AM EDT

ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.

MTSI Cover Image

Network chips maker MACOM Technology Solutions (NASDAQ: MTSI) announced better-than-expected revenue in Q2 CY2026, with sales up 35.8% year on year to $342.2 million. On top of that, next quarter’s revenue guidance ($420 million at the midpoint) was surprisingly good and 14.8% above what analysts were expecting. Its non-GAAP profit of $1.40 per share was 3.8% above analysts’ consensus estimates.

Is now the time to buy MACOM? Find out by accessing our full research report, it’s free.

MACOM (MTSI) Q2 CY2026 Highlights:

Revenue: $342.2 million vs analyst estimates of $335.7 million (35.8% year-on-year growth, 1.9% beat)
Adjusted EPS: $1.40 vs analyst estimates of $1.35 (3.8% beat)
Adjusted EBITDA: $116.7 million vs analyst estimates of $118 million (34.1% margin, 1.1% miss)
Revenue Guidance for Q3 CY2026 is $420 million at the midpoint, above analyst estimates of $365.8 million
Adjusted EPS guidance for Q3 CY2026 is $2 at the midpoint, above analyst estimates of $1.57
Operating Margin: 22.5%, up from 14.9% in the same quarter last year
Free Cash Flow Margin: 17.3%, down from 20.5% in the same quarter last year
Inventory Days Outstanding: 180, down from 184 in the previous quarter
Market Capitalization: $20.1 billion

“The MACOM team continues to make excellent progress executing our growth strategy,” said Stephen G. Daly, President and Chief Executive Officer, MACOM.

Company Overview

Founded in the 1950s as Microwave Associates, a communications supplier to the US Army Signal Corp, today MACOM Technology Solutions (NASDAQ: MTSI) is a provider of analog chips used in optical, wireless, and satellite networks.

Revenue Growth

A company’s long-term sales performance is one signal of its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Thankfully, MACOM’s 14.2% annualized revenue growth over the last five years was impressive. Its growth beat the average semiconductor company and shows its offerings resonate with customers, a helpful starting point for our analysis. Semiconductors are a cyclical industry, and long-term investors should be prepared for periods of high growth followed by periods of revenue contractions.

We at StockStory place the most emphasis on long-term growth, but within semiconductors, a half-decade historical view may miss new demand cycles or industry trends like AI. MACOM’s annualized revenue growth of 30.9% over the last two years is above its five-year trend, suggesting its demand was strong and recently accelerated. MACOM Year-On-Year Revenue Growth

This quarter, MACOM reported wonderful year-on-year revenue growth of 35.8%, and its $342.2 million of revenue exceeded Wall Street’s estimates by 1.9%. Beyond the beat, this marks 10 straight quarters of growth, showing that the current upcycle has had a good run - a typical upcycle usually lasts 8-10 quarters. Company management is currently guiding for a 60.8% year-on-year increase in sales next quarter.

Looking further ahead, sell-side analysts expect revenue to grow 31.7% over the next 12 months, similar to its two-year rate. This projection is above the sector average and indicates its newer products and services will help support its recent top-line performance.

WHILE YOU’RE HERE: The Next Palantir? One satellite company captures images of every point on Earth. Every single day. The Pentagon wants it. Hedge funds are using it to beat earnings. You’ve probably never heard of it.

This is what the early days of Palantir looked like before it became a giant. Same playbook. Different technology. If you missed Palantir, you need to see this. Claim The Stock Ticker for Free HERE.

Product Demand & Outstanding Inventory

Days Inventory Outstanding (DIO) is an important metric for chipmakers, as it reflects a business’s capital intensity and the cyclical nature of semiconductor supply and demand. In a tight supply environment, inventories tend to be stable, allowing chipmakers to exert pricing power. Steadily increasing DIO can be a warning sign that demand is weak, and if inventories continue to rise, the company may have to downsize production.

This quarter, MACOM’s DIO came in at 180, which is 7 days above its five-year average. These numbers suggest that despite the recent decrease, the company’s inventory levels are higher than what we’ve seen in the past.

Key Takeaways from MACOM’s Q2 Results

We were impressed by MACOM’s optimistic revenue guidance for next quarter, which blew past analysts’ expectations. We were also glad its EPS outperformed Wall Street’s estimates. On the other hand, its operating income missed. Overall, this print had some key positives. The stock traded up 3.7% to $273.18 immediately after reporting.

Big picture, is MACOM a buy here and now? The latest quarter does matter, but not nearly as much as longer-term fundamentals and valuation, when deciding if the stock is a buy. We cover that in our actionable full research report which you can read here (it’s free).

Report this content

If you believe this article contains misleading, harmful, or spam content, please let us know.

Report this article

Symbol	Price	Change (%)
AMZN	271.87	-0.78 (-0.29%)
AAPL	311.94	+0.94 (0.30%)
AMD	491.40	+9.35 (1.94%)
BAC	62.90	-0.35 (-0.55%)
GOOG	356.37	-3.76 (-1.04%)
META	588.50	-0.27 (-0.05%)
MSFT	497.37	+9.91 (2.03%)
NVDA	220.09	+0.87 (0.40%)
ORCL	144.24	-0.15 (-0.10%)
TSLA	318.60	-2.95 (-0.92%)