MACOM Technology vs Nutanix Inc — how do they compare? MACOM Technology trades at $283 (market cap $20.99B), while Nutanix Inc trades at $67 (market cap $18.24B). The key difference: MACOM Technology is the larger of the two by market cap, and Nutanix Inc is trading nearer its 52-week high, MACOM Technology nearer its low. Which is the better fit depends on your goals.
| MTSI | NTNX | |
|---|---|---|
Market Cap | $20.99B | $18.24B |
Sector | Technology | Technology |
52-Week High | $409.68 | $81.12 |
52-Week Low | $122.18 | $34.41 |
Enterprise Value | $20.70B | $17.40B |
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Nutanix (NTNX) trades at $67.49, down 0.84% on the day, but maintains a bullish technical outlook with strong support near $66. The company reported robust Q4 2026 earnings, beating EPS estimates with $0.60 versus $0.49 expected, and revenue growth continues to accelerate. Analyst sentiment is overwhelmingly positive with a consensus price target of $77.20 and no sell ratings among 32 analysts covering the stock.
The outlook remains favorable given consistent earnings beats and recognition in Gartner's Magic Quadrant. Key risks include high valuation multiples like EV/EBITDA of 50.5 and competitive pressures in cloud infrastructure. The stock offers upside to consensus targets but requires monitoring of execution against growth expectations.
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Latest headlines on both assets
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 →Nutanix, Inc. is a global leader in cloud software and hyperconverged infrastructure (HCI) solutions. The company's platform converges computing, virtualization, and storage into a single, seamless software-defined solution, enabling private, hybrid, and multi-cloud environments. Nutanix helps organizations simplify data center operations, manage their applications across various cloud platforms, and reduce IT complexity, positioning it as a key enabler of modern hybrid cloud strategies.
Read more on NTNX →