MACOM's Valuation Is Justified Given Its Top-Line Growth

Group 1 - MACOM Technology Solutions (MTSI) is positioned to benefit from multiple secular growth trends in the connectivity and computing space [1] - The company is rated a Buy with a price target of $130 [1] Group 2 - The investment approach at Henriot Capital is fully quant-driven, relying on data-driven models for stock selection [1] - The motto of "invest first, investigate later" emphasizes a disciplined focus on model recommendations without human bias [1]