MACOM Technology vs Solstice Advanced Materials Inc. Common Stock — how do they compare? MACOM Technology trades at $287.8 (market cap $23.58B), while Solstice Advanced Materials Inc. Common Stock trades at $59.92 (market cap $9.68B). The key difference: MACOM Technology is far larger — about 2.4× Solstice Advanced Materials Inc. Common Stock's market cap, and Solstice Advanced Materials Inc. Common Stock pays a 0.49% 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 Solstice Advanced Materials Inc. Common Stock for 0 Days on average.
| MTSI | SOLS | |
|---|---|---|
Market Cap | $23.58B | $9.68B |
Volume | 2,186,339 | 1,519,067 |
Sector | Technology | Basic Materials |
52-Week High | $409.68 | $88.60 |
52-Week Low | $135.91 | $41.43 |
Typical Hold Time | 8 Days | 0 Days |
Enterprise Value | $23.29B | $11.35B |
Dividend Yield | — | 0.49% |
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.
Solstice Advanced Materials (SOLS) trades at $60.91, up 0.33% with neutral technical signals. The company shows strong profitability with 30.64% gross margins and 14.95% ROE, though Q4 2025 earnings missed expectations. Recent developments include a $49M R&D expansion and termination of the Element Solutions merger, with the board authorizing a $500M share repurchase program. Analyst consensus is bullish with 80% buy ratings and a $80.22 price target representing 32% upside potential.
SOLS presents a compelling growth story with consistent earnings beats and institutional accumulation, though elevated P/E of 46.07 warrants caution. Key risks include execution challenges post-merger termination and margin pressure as profit margins declined from 6.09% to 5.12% year-over-year. The stock offers substantial upside if management delivers on growth initiatives while maintaining current profitability levels.
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 →Solstice Advanced Materials Inc. is a specialty materials company spun off from Honeywell in 2025, producing low-global-warming-potential refrigerants, blowing agents, and industrial solvents through its Refrigerants and Applied Solutions segment. Its Electronic and Specialty Materials segment supplies semiconductor materials, high-strength fibers, and healthcare-packaging films.
Read more on SOLS →