<p>Needham 分析师 Quinn Bolton 今天维持了对 MACOM Technology Solutions Holdings 的买入评级，并设定了 400.00 美元的目标价。</p>
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<li>解锁对冲基金级别的数据和强大的投资工具，以做出更聪明、更精准的决策</li>
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<p>Quinn Bolton 给予买入评级是基于与 MACOM 加速增长前景和强劲订单势头相关的多种因素。他强调，公司交出的业绩超出预期，并大幅提高了 2026 财年的预测，这得益于各业务线的强劲需求和创纪录的 1.5 的账单比，表明未来收入的管道充足。</p>
<p>他还强调，数据中心的需求正在积极变化，因为客户从 800G 转向 1.6T 光模块，促使管理层将该细分市场的同比增长前景提高到超过 60%。此外，他指出，电信收入预计将因 5G 和 LEO 卫星机会而实现低双位数增长，而工业和国防部门则受益于国防预算的增加，这些都支持他更高的 400 美元目标价和买入建议。</p>
<p>根据 TipRanks，Bolton 是前 25 名分析师之一，平均回报率为 49.8%，成功率为 68.66%。Bolton 关注科技行业，重点关注 Nvidia、Credo Technology Group Holding Ltd 和 Vicor 等股票。</p>
<p>在今天发布的另一份报告中，Jefferies 也重申了对该股票的买入评级，目标价为 450.00 美元。</p>

MACOM科技解决方案控股

<p>Needham 分析师 Quinn Bolton 维持了对 MACOM Technology Solutions Holdings 的买入评级，并将目标价格上调至 400 美元，原因是公司增长加速和强劲的订单势头。该公司超出了预期，并提高了其 2026 财年的预测，得益于强劲的需求和创纪录的账单比率 1.5。随着客户向 1.6T 光模块过渡，数据中心的需求正在增加，预计同比增长超过 60%。由于 5G 和 LEO 卫星机会，电信收入预计将增长，这也支持了更高的目标价格。Jefferies 也重申了买入评级，目标价为 450 美元</p>

<p>Needham analyst Quinn Bolton maintained a Buy rating on MACOM Technology Solutions Holdings today and set a price target of $400.00.</p>
<div class="lb-trans"><p>Needham 分析师 Quinn Bolton 今天维持了对 MACOM Technology Solutions Holdings 的买入评级，并设定了 400.00 美元的目标价。</p>
</div><h3>Claim 55% Off TipRanks</h3>
<div class="lb-trans"><h3>在 TipRanks 上享受 55% 的折扣</h3>
</div><ul>
<li>Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions</li>
<li>Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks</li>
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<div class="lb-trans"><ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以做出更聪明、更精准的决策</li>
<li>发现表现优异的股票投资理念，并升级到市场领先者的投资组合，使用智能投资者精选</li>
</ul>
</div><p>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.</p>
<div class="lb-trans"><p>Quinn Bolton 给予买入评级是基于与 MACOM 加速增长前景和强劲订单势头相关的多种因素。他强调，公司交出的业绩超出预期，并大幅提高了 2026 财年的预测，这得益于各业务线的强劲需求和创纪录的 1.5 的账单比，表明未来收入的管道充足。</p>
</div><p>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.</p>
<div class="lb-trans"><p>他还强调，数据中心的需求正在积极变化，因为客户从 800G 转向 1.6T 光模块，促使管理层将该细分市场的同比增长前景提高到超过 60%。此外，他指出，电信收入预计将因 5G 和 LEO 卫星机会而实现低双位数增长，而工业和国防部门则受益于国防预算的增加，这些都支持他更高的 400 美元目标价和买入建议。</p>
</div><p>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.</p>
<div class="lb-trans"><p>根据 TipRanks，Bolton 是前 25 名分析师之一，平均回报率为 49.8%，成功率为 68.66%。Bolton 关注科技行业，重点关注 Nvidia、Credo Technology Group Holding Ltd 和 Vicor 等股票。</p>
</div><p>In another report released today, Jefferies also reiterated a Buy rating on the stock with a $450.00 price target.</p>
<div class="lb-trans"><p>在今天发布的另一份报告中，Jefferies 也重申了对该股票的买入评级，目标价为 450.00 美元。</p>
</div>

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

Tip Ranks

由于增长加速、创纪录的订单出货比以及数据中心需求的激增，MACOM 的目标价格被上调至 400 美元