---
title: "MACOM Price Target Lifted to $400 on Accelerating Growth, Record Book-to-Bill, and Surging Data Center Demand"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285628303.md"
description: "Needham analyst Quinn Bolton has maintained a Buy rating on MACOM Technology Solutions Holdings, raising the price target to $400 due to accelerating growth and strong order momentum. The company exceeded expectations and lifted its fiscal 2026 forecast, driven by robust demand and a record book-to-bill ratio of 1.5. Data center demand is increasing as customers transition to 1.6T optical modules, with a year-over-year growth outlook exceeding 60%. Telecom revenues are expected to grow due to 5G and LEO satellite opportunities, supporting the higher price target. Jefferies also reiterated a Buy rating with a $450 target."
datetime: "2026-05-07T21:55:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285628303.md)
  - [en](https://longbridge.com/en/news/285628303.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285628303.md)
---

# MACOM Price Target Lifted to $400 on Accelerating Growth, Record Book-to-Bill, and Surging Data Center Demand

Needham analyst Quinn Bolton maintained a Buy rating on MACOM Technology Solutions Holdings today and set a price target of $400.00.

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Quinn Bolton has given his Buy rating due to a combination of factors tied to MACOM’s accelerating growth outlook and strong order momentum. He highlights that the company delivered results above expectations and sharply lifted its fiscal 2026 forecast, supported by robust demand across business lines and a record book‑to‑bill ratio of 1.5, indicating a well‑stocked pipeline of future revenue.

He also underscores that data center demand is inflecting positively as customers shift from 800G to 1.6T optical modules, prompting management to raise its year‑over‑year growth outlook for this segment to more than 60%. In addition, he notes that telecom revenues are poised for low double‑digit growth driven by 5G and LEO satellite opportunities, while the industrial and defense segment benefits from rising defense budgets, all of which support his higher $400 price target and Buy recommendation.

According to TipRanks, Bolton is a top 25 analyst with an average return of 49.8% and a 68.66% success rate. Bolton covers the Technology sector, focusing on stocks such as Nvidia, Credo Technology Group Holding Ltd, and Vicor.

In another report released today, Jefferies also reiterated a Buy rating on the stock with a $450.00 price target.

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