MACOM Technology vs Toast Inc. Class A Common Stock — how do they compare? MACOM Technology trades at $288.98 (market cap $23.58B), while Toast Inc. Class A Common Stock trades at $29.65 (market cap $17.85B). The key difference: MACOM Technology is the larger of the two by market cap, and MACOM Technology is trading nearer its 52-week high, Toast Inc. Class A Common Stock nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold MACOM Technology for 8 Days and Toast Inc. Class A Common Stock for 0 Days on average.
| MTSI | TOST | |
|---|---|---|
Market Cap | $23.58B | $17.85B |
Volume | 2,186,339 | 6,311,718 |
Sector | Technology | Technology |
52-Week High | $409.68 | $39.02 |
52-Week Low | $135.91 | $22.33 |
Typical Hold Time | 8 Days | 0 Days |
Enterprise Value | $23.29B | $16.10B |
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.
Toast (TOST) trades at $30.89, down 1.37% on the day, with neutral technical indicators showing support at $30 and resistance at $32. The company demonstrates strong fundamental performance with 23% revenue growth in Q2 2026 to $1.91B and expanding profit margins, though valuation metrics remain elevated with a P/E of 39.1. Recent expansion into convenience stores with Toast Fuel and AI-driven product enhancements signal continued growth initiatives.
The outlook remains positive with 61.8% analyst buy ratings and a $38.22 consensus price target representing 24% upside potential. Key risks include execution challenges in new market segments and competitive pressures in the restaurant technology space, while strong earnings beats and institutional support provide confidence in the growth trajectory.
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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 →Toast Inc. provides a cloud-based technology platform for the restaurant industry, combining point-of-sale hardware and software with payment processing, online ordering, payroll, and supplier management tools. The platform serves restaurants ranging from single locations to multi-unit groups across US.
Read more on TOST →