Compare MACOM Technology (MTSI) vs Solaris Energy Infrastructure Inc. Class A Common Stock (SEI) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
MACOM Technology vs Solaris Energy Infrastructure Inc. Class A Common Stock — how do they compare? MACOM Technology trades at $282.01 (market cap $23.58B), while Solaris Energy Infrastructure Inc. Class A Common Stock trades at $67.48 (market cap $5.12B). The key difference: MACOM Technology is far larger — about 4.6× Solaris Energy Infrastructure Inc. Class A Common Stock's market cap, and Solaris Energy Infrastructure Inc. Class A Common Stock pays a 0.62% 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 Solaris Energy Infrastructure Inc. Class A Common Stock for 0 Days on average.
| MTSI | SEI | |
|---|---|---|
Market Cap | $23.58B | $5.12B |
Volume | 2,186,339 | 2,532,496 |
Sector | Technology | Energy |
52-Week High | $409.68 | $82.88 |
52-Week Low | $135.91 | $40.64 |
Typical Hold Time | 8 Days | 0 Days |
Enterprise Value | $23.29B | $6.81B |
Dividend Yield | — | 0.62% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
SEI (Solaris Energy Infrastructure) trades at $77.83, down 1.83% today, but maintains strong analyst support with 9 unanimous buy ratings and a $100.56 consensus price target. The stock shows positive momentum with three consecutive quarterly earnings beats and projected revenue growth from $622M in 2025 to $762M in 2026. Recent technical analysis indicates neutral signals with support at $76 and resistance at $79.
The outlook remains positive given strong earnings performance and expansion initiatives, though elevated valuation ratios (P/E of 98.52) and significant debt issuance ($1.25B notes) present risks. The upcoming Q3 2026 earnings report on October 21 will be crucial for validating growth trajectory amid energy sector volatility.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
About MACOM Technology
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 →About Solaris Energy Infrastructure Inc. Class A Common Stock
Solaris Energy Infrastructure, Inc. provides mobile power generation, control, and distribution equipment and logistics equipment for managing raw materials at well sites, operating through its Solaris Power Solutions and Solaris Logistics Solutions segments for data center, energy, commercial, and industrial customers.
Read more on SEI →
