MACOM-M/A-Com (MTSI) Soars 21.6%: Is Further Upside Left in the Stock?

Group 1 - M/A-Com (MTSI) shares increased by 21.6% to $106.59, following a broader market rally after President Trump's announcement to pause reciprocal tariffs for 90 days, although a baseline tariff of 10% on imports remains [1] - The upcoming quarterly earnings for M/A-Com are expected to be$ 0.84 per share, reflecting a year-over-year increase of 42.4%, with revenues projected at $230.08 million, up 27% from the previous year [2] - The consensus EPS estimate for M/A-Com has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Group 2 - ON Semiconductor Corp. shares closed 22.7% higher at$ 39.20, but have seen a decline of 25.5% over the past month [3] - The consensus EPS estimate for ON Semiconductor Corp. is $0.51, which represents a significant decrease of 52.8% compared to the previous year [4] - ON Semiconductor Corp. currently holds a Zacks Rank of 5 (Strong Sell), indicating a negative outlook [4]