What Makes MACOM Technology Solutions (MTSI) a Top Bet Now?

1 month ago 23

Soumya Eswaran

Mon, July 13, 2026 astatine 8:31 AM CDT 3 min read

ClearBridge Investments, a planetary equity manager, precocious published second-quarter 2026 commentary for its "SMID Cap Growth Strategy". A transcript tin beryllium downloaded here. Small and mid-cap (SMID) maturation equities experienced the strongest 4th successful caller memory, with the Russell 2500 Growth Index rising 24.0%, driven by enthusiasm for AI infrastructure and higher-beta momentum stocks. The Strategy delivered double-digit returns successful the 4th but trailed the soaring benchmark. Underperformance was driven by underexposure to apical AI infrastructure stocks arsenic good arsenic weaknesses successful healthcare and user discretionary sectors. The marketplace enactment expanded beyond mega-cap technology, indicating imaginable opportunities from a broader cyclical betterment and AI adoption. In addition, you tin cheque the Fund's apical 5 holdings to find its champion picks for 2026.

In its Q2 2026 capitalist letter, ClearBridge SMID Cap Growth Strategy highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) arsenic a recently added position. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is simply a high-power analog semiconductor solutions supplier serving applications crossed vigor frequence (RF), microwave, millimeter wave, and lightwave spectrum. On July 10, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed astatine $308.52 per share, reflecting a marketplace capitalization of $23.54 billion. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) posted a one-month instrumentality of -19.82%, portion its shares gained 125.81% implicit the past 52 weeks.

ClearBridge SMID Cap Growth Strategy the pursuing regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) successful its Q2 2026 capitalist update:

"In IT, we added MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) to summation vulnerability to AI networking and information connectivity growth. MACOM's compound semiconductor expertise offers differentiated vulnerability to AI, defence and outer communications."

Is MACOM Technology Solutions Holdings, Inc. (MTSI) the Best Mid Cap Tech Stock to Buy Now?

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 45 hedge money portfolios held MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) astatine the extremity of the archetypal quarter, up from 35 successful the erstwhile quarter. In the 2nd 4th of fiscal 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) reported revenue of $289 million, up 6.4% sequentially and up implicit 22% year-on-year. While we admit the imaginable of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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