Solid Results and Improved Guidance Lifted MACOM Technology (MTSI) Shares by 38%

7 hours ago 1

Soumya Eswaran

Thu, April 2, 2026 astatine 8:17 AM CDT 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Small Cap Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy returned 3.70% (gross) and 3.45% (net) successful the 4th fourth compared to a 1.22% instrumentality for the Russell 2000 Growth Index. In 2025, the strategy returned 6.91% (gross) and 5.85% (net) compared to 13.01% for the index. Global equity markets ended the 4th connected a affirmative note, with Europe leading, followed by Emerging Markets. In astir markets, ample caps outperformed tiny caps. The commercialized truce betwixt the United States and China was prolonged for an further year, but planetary geopolitical concerns, whether related to tariffs oregon not, persisted. Third-quarter GDP exceeded expectations, but user caution persists amid ongoing labor-market softening, influencing the Fed’s determination connected interest-rate cuts. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) arsenic 1 of its starring contributors. 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 Aril 1, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) banal closed astatine $229.36 per share. One-month instrumentality of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was 0.17%, and its shares gained 148.84% implicit the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a marketplace capitalization of $17.21 billion.

TimesSquare Capital U.S. Small Cap Growth Strategy stated the pursuing regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) successful its 4th fourth 2025 capitalist letter:

"Among the wide assortment of Information Technology companies, we similar captious strategy providers, specialized constituent designers, systems that amended productivity oregon ratio for their clients, and others that are increasing their shares of firm IT budgets. At the opening of the quarter, we added to our presumption successful MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), an analog semiconductor solutions provider. Later, the institution bested expectations for revenues and earnings, with absorption expanding its guidance for the adjacent quarter. That lifted its shares by 38%, and we trimmed our presumption astatine aboriginal peaks."

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