MACOM Technology Solutions Holdings (MTSI) is Gaining Significant Growth in the Data Center and Defense End Markets

Core Insights - Loomis Sayles Small Cap Growth Fund reported a reacceleration in small-cap earnings for 2025, although the fund underperformed the Russell 2000 Growth Index in Q4 2025, returning 0.51% compared to the benchmark's 1.22% [1] - The fund expressed optimism for the economy, earnings growth, and the stock market heading into 2026 [1] Company Highlights - MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was identified as a leading contributor to the fund's performance, with a market capitalization of $17.795 billion [2] - The stock closed at $237.23 per share on March 24, 2026, with a one-month return of -6.37% and a 52-week gain of 124.54% [2] - MACOM is noted for its high growth in the analog semiconductor sector, particularly in data center and defense markets, benefiting from new product share gains and margin improvements [3] Investment Sentiment - Despite MACOM's potential, it was not among the 40 most popular stocks among hedge funds heading into 2026, with 35 hedge fund portfolios holding the stock, unchanged from the previous quarter [4] - The company is viewed as having potential, but certain AI stocks are considered to offer greater upside with less downside risk [4]