MACOM Technology vs National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares — how do they compare? MACOM Technology trades at $283.26 (market cap $23.58B), while National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares trades at $79.82 (market cap $78.25B). The key difference: National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares is far larger — about 3.3× MACOM Technology's market cap, and National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares pays a 4.14% dividend while MACOM Technology pays none. Which is the better fit depends on your goals.
| MTSI | NGG | |
|---|---|---|
Market Cap | $23.58B | $78.25B |
Volume | 2,186,339 | 1,070,031 |
Sector | Technology | Utilities |
52-Week High | $409.68 | $93.93 |
52-Week Low | $135.91 | $73.54 |
Typical Hold Time | 8 Days | — |
Enterprise Value | $23.29B | $136.28B |
Dividend Yield | — | 4.14% |
Signals from Pluang's Aura AI — not financial advice
MACOM Technology Solutions (MTSI) trades at $308.75, up 0.78% with strong momentum driven by AI semiconductor demand. The stock shows bullish technical signals with recent earnings beats and analyst consensus pointing to 35% upside potential. Revenue growth accelerated from $967M in 2025 to $1.2B in 2026 while achieving profitability turnaround from -$54M to $241M net income. Recent product launches in optical connectivity and institutional accumulation support the positive momentum.
Outlook remains favorable with semiconductor industry tailwinds and AI-driven demand, though elevated valuation multiples (P/E 98.33) and competitive pressures present risks. The consensus price target of $415.71 suggests significant upside if execution continues, but investors should monitor margin sustainability and market volatility.
National Grid (NGG) trades at $78.23, up 1.44% on the day, with a market cap of approximately $48.3 billion. The stock shows stable technicals near its consensus price target of $79.25. Fundamentally, it maintains strong profitability with an 18.32% net income margin and has beaten EPS estimates in recent quarters. Recent news highlights institutional buying and a focus on grid innovation, including AI adoption.
Outlook is cautiously positive with upside to the high target of $85.50, supported by earnings momentum and strategic investments. Risks include high debt levels and regulatory pressures. Analyst consensus leans buy (55%), but hold ratings reflect concerns over capital intensity and macroeconomic sensitivity.
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MACOM develops analog, radio frequency, microwave, and optical semiconductors. Its components are used in telecommunications, data centers, industrial systems, aerospace, and defense applications.
Read more on MTSI →National Grid plc is a British utility company that owns and operates electricity and gas transmission networks in Great Britain, and through its US Regulated business, operates electricity and gas transmission and distribution networks serving customers in New York and Massachusetts. Its shares trade on the NYSE as American Depositary Shares under the ticker NGG.
Read more on NGG →