What is MACOM Technology Solutions Holdings, Inc. worth?
With the base-case assumptions below, a discounted cash flow model on MACOM Technology Solutions Holdings, Inc.'s reported free cash flow gives $73.32 per share. The share price was $285.57 on September 25, 2026, 289% above that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | 8.0% | 10.0% | $43.33 | -85% |
| Base | 13.0% | 9.0% | $73.32 | -74% |
| Bull | 18.0% | 8.0% | $129.20 | -55% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $95.79 | $102.77 | $111.30 | $121.96 | $135.66 |
| 8.0% | $78.93 | $83.46 | $88.81 | $95.22 | $103.07 |
| 9.0% | $66.66 | $69.75 | $73.32 | $77.49 | $82.41 |
| 10.0% | $57.34 | $59.54 | $62.03 | $64.88 | $68.17 |
| 11.0% | $50.04 | $51.65 | $53.46 | $55.49 | $57.78 |
Where the presets come from
Base: years 1 to 5 grow at MACOM Technology Solutions Holdings, Inc.'s revenue growth rate over the last 5 fiscal years (12.8% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.
Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.
Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.
This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.
Adjust the assumptions
Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.
Adjust the assumptions