Zacks Investment Research
06 Nov 2026, 16:46 UTC · 1h ago
MTSI Q4 Earnings Surpass Estimates on Data Center Strength
Impact · against what's priced in
MACOM (MTSI) is seeing significant operating leverage and accelerating growth in high-speed optical connectivity for data centers. The company's base case of 80% growth for data center revenue in FY2027 and a record backlog suggest a higher revenue floor than previously anticipated.
- MTSI+0.70
No priced-in read yet
- In context
The company is shifting into a high-growth phase for 1.6T platforms, with a base case of 80% data center revenue growth for FY2027 and a strong book-to-bill ratio of 1.4.
Read from the article alone
