MTSI MACOM Technology Solutions Loading... : Bullish and Bearish Analyst Opinions
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23:11
Jun 09
Jun 09
The author argues that photonics growth is driven by NPO and broader transceiver markets, not just CPO, so the CPO delay headline is overblown and the sector's TAM remains intact.
19:03
Jun 09
Jun 09
Research/context on photonics TAM after CPO/800V delay; no explicit buy/hold/current position or clear actionable long call, so strict semantics => watch.
MED
14:13
Jun 09
Jun 09
IEEE white paper names MACOM as a key proponent of LPO architecture in AI optical transceivers; co-mentioned alongside MXL in structural LPO thesis.
MED
22:17
Jun 08
Jun 08
Watch this basket; author rates all Hold in the June 7 ratings list — no near-term directional conviction expressed and no confirmed positions disclosed.
MED
13:39
Jun 08
Jun 08
MTSI co-mentioned as acquirer of Wolfspeed's GaN division and buyer of WOLF's 200mm SiC wafers; supply chain relationship noted, no directional view expressed.
LOW
17:57
Jun 07
Jun 07
The author provides a detailed stock ratings list with explanations but frames it as a research watchlist and subset of a close tracking list, not a current position disclosure for most names, while stating they are personally staying long in AI supercycle names generally
LOW
20:54
Jun 05
Jun 05
Named as upstream/tools/substrates beneficiary of AI connectivity bottleneck thesis; author studying the theme, no position disclosed.
MED
10:37
Jun 04
Jun 04
Watch MTSI as a strategic cornerstone investor in IQE's fundraise, acquiring 152M shares at 19.8p — signals conviction in InP photonics for AI/data centre markets, but no author-owned position stated.
MED
08:45
Jun 04
Jun 04
Watch MTSI as an active participant in semiconductor supply-chain consolidation; already holds a stake in IQE.
MED
10:14
Jun 02
Jun 02
MTSI is another qualified laser partner for GFS; the tweet confirms it’s in the same pool, but no trade signal from the author.
MED
09:22
Jun 02
Jun 02
Named as IQE's strategic anchor investor with £45m commitment, 2 board seats, and multi-technology long-term supply agreements — substantive fundamental relationship disclosed.
MED
06:27
May 29
May 29
The author provides a bullish supply-chain analysis of Sivers Semiconductors' Q1 earnings and pipeline growth but does not state a personal position, so all tickers default to watch per the speaker note rules.
LOW
08:45
May 28
May 28
Watch MTSI as a longer-term hold; balance sheet risk has materially decreased and incoming Macom board members signal strategic improvement, supporting a constructive multi-quarter view.
MED
08:34
May 28
May 28
IQE reports earnings and fundraising update highlighting a shift toward AI/photonics growth but with dilution concerns, while MTSI participates in the capital raise.
15:07
May 27
May 27
Sivers Semiconductors is positioned for major growth as JBL signals mass production of its lasers, Ayar shifts to Sivers as primary supplier, AMD likely uses Sivers for CPO, and potential M&A expands total addressable market.
LOW
22:56
May 26
May 26
Watch MTSI as a high-magnitude positive read-through from LPO/LRO adoption; structural shift toward linearized optics drives analog signal-chain content (TIAs, drivers, equalizers) where MACOM has strong positioning.
MED
22:53
May 24
May 24
Author is very bullish on IQE, citing a £45M investment from MTSI that cleans up the balance sheet, de-risks operations, and should drive a material re-rate to premium valuations.
LOW
22:53
May 24
May 24
Long $MTSI — bullish secondary mention via the $IQE investment partnership, indicating strategic alignment for photonics capacity.
LOW
13:36
May 24
May 24
The author endorses a basket of semiconductor and connectivity stocks as a good long-term opportunity, signaling bullish sentiment on these names.
HIGH
11:36
May 24
May 24
Author is bullish on MTSI for CPO growth tailwinds through 2027, citing strong hyperscaler adoption, expanding margins, and a net cash position, while noting IQE's InP capacity investment as a supply de-risker.
HIGH
11:36
May 24
May 24
Long MTSI as its SiPh drivers and CW lasers are optimized for CPO, positioning it to capture demand from the impending CPO supercycle.
HIGH
21:56
May 21
May 21
Long wireless infrastructure and RF component suppliers as wireless spending stabilizes and recovers, driving demand for radios and RF content.
HIGH
14:59
May 20
May 20
MTSI included in copper exposure list; no catalyst or rationale provided. Directional view is weak.
HIGH
14:59
May 20
May 20
Buy these copper-exposed names as the speaker sees a catalyst today warranting increased allocation to the copper theme, implying positive price action ahead.
MED
05:47
May 12
May 12
Long MTSI as a CPO-related name in the semiconductor/optics supply chain.
MED
11:10
May 11
May 11
The author reflects on IQE's 4x gain over three months and notes MTSI's debt repayment as a long-term derisking, but expresses no forward-looking opinion or trade call.
HIGH
09:46
May 08
May 08
The author lists several companies including MTSI and LITE in a reply without providing any specific directional thesis or market analysis.
HIGH
18:07
May 07
May 07
Paradis Labs highlights OE Solutions' cheap valuation and vertical integration in laser chips for 1.6T/CPO AI tailwinds, suggesting front-running hyperscaler qualification as the stock surges 21%.
HIGH
14:31
May 07
May 07
Macom's fiscal third-quarter guidance beat analyst estimates for both adjusted EPS and revenue, indicating strong operational performance and positive forward outlook.
HIGH
13:47
May 06
May 06
Long MACOM as an analog component supplier for high-speed optical modules.
HIGH
About MTSI Analyst Coverage
Buzzberg tracks MTSI (MACOM Technology Solutions) across 10 sources. 9 bullish vs 0 bearish calls from 10 analysts. Sentiment: predominantly bullish (16%). 57 total trade ideas tracked.