MACOM Technology Solutions Holdings Inc. (NASDAQ:MTSI) is one of the best NASDAQ growth stocks to buy for the next 2 years. On February 5, MACOM Technology Solutions delivered revenue of $271.6 million for FQ1 2026, which was a 24.5% year-over-year increase, while adjusted EPS totaled $1.02. Industrial & Defense and Data Center markets are reaching all-time high revenue levels of $117.7 million and $85.8 million, respectively. The Data Center segment prompted management to raise its full-year growth outl ...

Core Viewpoint - Tower Semiconductor is set to release its fourth quarter and fiscal year 2025 earnings on February 11, 2026, and will provide guidance for the first quarter of 2026 during a conference call [1]. Group 1: Earnings Release and Conference Call - The earnings release will occur on February 11, 2026, at 10:00 a.m. Eastern Time [1]. - A conference call will be held to discuss the financial results and guidance [1]. - The call will be accessible via webcast on the company's Investor Relations website [2]. Group 2: Company Overview - Tower Semiconductor is a leading foundry specializing in high-value analog semiconductor solutions [3]. - The company serves various growing markets, including consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense [3]. - Tower Semiconductor offers a range of customizable process platforms and design enablement services to its customers [3]. - The company operates multiple facilities in Israel, the U.S., Japan, and shares a facility in Italy, providing extensive manufacturing capacity [3].

Group 1 - Tower Semiconductor will participate in the 28th Annual Needham Growth Conference on January 13 and 14, 2026 [1] - The conference will be held at the Lotte New York Palace Hotel, providing opportunities for one-on-one meetings between investors and company representatives [2] - Tower Semiconductor is a leading foundry specializing in high-value analog semiconductor solutions, serving various growing markets including consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense [3] Group 2 - The company offers a wide range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensors, and MEMS [3] - Tower Semiconductor operates multiple facilities, including one in Israel and two in the U.S., as well as two in Japan, and has access to additional capacity through partnerships with other companies [3] - The company emphasizes long-term partnerships and aims to create a positive and sustainable impact through its advanced analog technology offerings [3]

Core Insights - The third-quarter 2025 investor letter from Aristotle Capital Boston, LLC indicates that U.S. small/mid-cap equities performed well, with the strategy returning 2.57% net of fees, underperforming the Russell 2500 Index's 9.00% total return [1] Company Summary: MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) - MACOM Technology Solutions Holdings, Inc. specializes in analog semiconductor solutions for both wireless and wireline applications, achieving a one-month return of 12.47% and a 52-week gain of 30.17% [2] - As of October 31, 2025, MACOM's stock closed at $148.13 per share, with a market capitalization of $11.031 billion [2] - Despite strong Q3 earnings, MACOM's stock declined due to a slight margin impact from a recent acquisition and a slower-than-expected recovery in the industrial market, which are viewed as short-term deviations from analyst forecasts [3] - The company maintains a positive outlook, citing significant demand from Data Center and 5G applications, along with the integration of recent acquisitions and a domestic manufacturing footprint as drivers for future shareholder value [3] Investment Sentiment - MACOM Technology Solutions Holdings, Inc. was held by 34 hedge fund portfolios at the end of Q2 2025, a decrease from 36 in the previous quarter, indicating a slight decline in popularity among hedge funds [4] - While MACOM is recognized for its potential, certain AI stocks are considered to offer greater upside potential with less downside risk, suggesting a competitive investment landscape [4]