Workflow
MACOM's Valuation Is Justified Given Its Top-Line Growth
MACOMMACOM(US:MTSI) Seeking Alpha·2025-05-12 17:55

MACOM Technology Solutions ( MTSI ) is positioned to benefit from multiple secular growth trends in the connectivity and computing space. As a result, I rate MTSI a Buy with a price target of $130 in the course ofAt Henriot Capital, we live by the principle that simplicity and common sense drive success. I’m passionate about building a hedge fund with a clear purpose, disciplined focus, and consistent alpha. Our approach is fully quant-driven—our model gives us the tickers, and we act on its recommendations ...