MACOM Technology vs Blue Owl Capital Inc. Class A Common Stock — how do they compare? MACOM Technology trades at $281 (market cap $22.25B), while Blue Owl Capital Inc. Class A Common Stock trades at $8.8 (market cap $6.01B). The key difference: MACOM Technology is far larger — about 3.7× Blue Owl Capital Inc. Class A Common Stock's market cap, and Blue Owl Capital Inc. Class A Common Stock pays a 10.35% dividend while MACOM Technology pays none. Which is the better fit depends on your goals — on Pluang, investors hold MACOM Technology for 8 Days and Blue Owl Capital Inc. Class A Common Stock for 0 Days on average.
| MTSI | OWL | |
|---|---|---|
Market Cap | $22.25B | $6.01B |
Volume | 1,772,525 | 24,327,195 |
Sector | Technology | Financials |
52-Week High | $409.68 | $17.17 |
52-Week Low | $135.91 | $8.23 |
Typical Hold Time | 8 Days | 0 Days |
Enterprise Value | $21.96B | $10.19B |
Dividend Yield | — | 10.35% |
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.
Blue Owl Capital (OWL) trades at $9.29, down 0.54% on the day, with neutral technical indicators showing support at $9 and resistance at $10. The company reported mixed quarterly earnings, beating expectations in Q4 2025 and Q2 2026 but missing in Q1 2026, with Q3 2026 results pending. Revenue growth remains steady at $2.9B in 2025, projected to $3.0B in 2026, though net margins are thin at 2.71%. Analyst sentiment is positive with 63% buy ratings and a $11.01 consensus target, but private credit fund redemptions and loan quality concerns present headwinds.
OWL offers value at a discount to analyst targets with strong institutional backing, but investors face risks from high P/E valuation (77.42), exposure to private credit volatility, and competitive pressures. The stock's 9.8% dividend yield and embedded fee growth from $31.1B in committed capital support upside, though execution on portfolio quality and redemption management will dictate near-term performance. Neutral outlook with cautious optimism pending Q3 earnings clarity.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Blue Owl Capital Inc. is an alternative asset manager that invests across credit, real assets, and GP strategic capital strategies, providing private capital solutions to businesses and to institutional and individual investors.
Read more on OWL →