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MTSI

Macom

$30.36

1.79 (6.27%)

06:41
02/07/18
02/07
06:41
02/07/18
06:41

Macom price target lowered to $32 from $43 at DA Davidson

DA Davidson analyst Mark Kelleher lowered his price target on Macom to $32, citing a Q1 earnings miss and a compression in gross margins. Kelleher notes that the pressure came from "a market transition from LR4 transceivers to shorter-range CWDM" that "drove pricing of LR4 down significantly". The analyst keeps his Buy rating on Macom however, saying that while the impact of that transition will also be felt in Q2, longer term the ramp of higher-margin Laser/Photonic Integrated Circuit sales should pull gross margins back up towards the company's target of 60%.

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MTSI Macom
$30.36

1.79 (6.27%)

02/07/18
JPMS
02/07/18
DOWNGRADE
JPMS
Neutral
Macom downgraded to Neutral from Overweight at JPMorgan
01/05/18
DADA
01/05/18
UPGRADE
Target $43
DADA
Buy
Macom upgraded to Buy from Neutral at DA Davidson
DA Davidson analyst Mark Kelleher upgraded Macom to Buy from Neutral and raised his price target to $43 from $32, citing "rapid" adoption of 100GB technology and stabilization in the China business. Kelleher contends the company should be able to maintain mid-teens top and bottom line growth on 100GBP adoption in both the data center and service provider markets. The analyst adds that Macom affirmed its prior indication of early signs of China recovery at the DA Davidson optical conference in late December.
12/15/17
JPMS
12/15/17
NO CHANGE
JPMS
JPMorgan sees opportunities in Wireless Semiconductors, prefers Qorvo
JPMorgan analyst Bill Peterson believes the recent pullback in Wireless Semiconductor names, specifically Apple-exposed stocks, creates a good opportunity for investors to take long positions. The analyst sees the most upside in Qorvo (QRVO). He believes fears of production cuts and demand weakness are overblown. The December quarter and outlook for the March quarter are tracking to company expectations that have been built on conservative prospects for smartphone demand, Peterson tells investors in a research note.
11/15/17
NEED
11/15/17
NO CHANGE
Target $42
NEED
Buy
Macom price target lowered to $42 from $45 at Needham
Needham analyst N. Quinn Bolton lowered his price target on Macom to $42, saying Q4 results came in at the lower end of guidance and the company's outlook was below consensus for the second straight quarter. Bolton notes that China continues to weigh on Macom's Networks segment, while supply constraints are weighing on the company's data center business. The analyst keeps his Buy rating, adding that management has expressed confidence in a China rebound in the second half of FY18.

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