MACOM Technology vs Shopify Inc. — how do they compare? MACOM Technology trades at $284 (market cap $20.99B), while Shopify Inc. trades at $127.46 (market cap $172.54B). The key difference: Shopify Inc. is far larger — about 8.2× MACOM Technology's market cap, and MACOM Technology is trading nearer its 52-week high, Shopify Inc. nearer its low. Which is the better fit depends on your goals.
| MTSI | SHOP | |
|---|---|---|
Market Cap | $20.99B | $172.54B |
Sector | Technology | Technology |
52-Week High | $409.68 | $179.01 |
52-Week Low | $122.18 | $95.40 |
Enterprise Value | $20.70B | $167.77B |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
Shopify (SHOP) trades at $134.10, down 7.57% amid broader market weakness. The stock shows bearish technical signals with key support at $131 and resistance at $140. Fundamentally, revenue growth remains strong at $11.56B in 2025 with improving profitability, though valuation metrics appear elevated with a P/E of 90.6. Recent earnings show mixed results with a Q4 2025 miss but subsequent beats in 2026.
Analyst consensus remains bullish with 67% buy ratings and $167.50 price target, representing 25% upside. Key risks include premium valuation compression and competitive pressures in e-commerce infrastructure. The company's expanding B2B segment and AI integration provide growth catalysts, but investors should weigh rich multiples against execution risks.
Trailing returns across standard periods
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →