MACOM Technology vs Tenaris S.A. American Depositary Shares — how do they compare? MACOM Technology trades at $287.98 (market cap $23.58B), while Tenaris S.A. American Depositary Shares trades at $57.21 (market cap $29.31B). The key difference: Tenaris S.A. American Depositary Shares is the larger of the two by market cap, and Tenaris S.A. American Depositary Shares pays a 4.07% 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 Tenaris S.A. American Depositary Shares for 0 Days on average.
| MTSI | TS | |
|---|---|---|
Market Cap | $23.58B | $29.31B |
Volume | 2,186,339 | 802,043 |
Sector | Technology | Energy |
52-Week High | $409.68 | $64.02 |
52-Week Low | $135.91 | $34.28 |
Typical Hold Time | 8 Days | 0 Days |
Enterprise Value | $23.29B | $26.97B |
Dividend Yield | — | 4.07% |
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.
Tenaris (TS) trades at $58.54, up 0.84% with neutral technical signals and strong fundamental metrics including a P/E of 15.65 and net income margin of 15.88%. Recent earnings beats and a $1.18 dividend support investor confidence, though cash flow trends show modest net outflows. The stock faces near-term headwinds from shipment delays and margin compression as noted in recent analyst reports.
The outlook remains balanced with analyst consensus favoring Buy (57.69%) and a $66.67 price target suggesting 14% upside. Key risks include cyclical energy sector exposure and operational disruptions, but solid profitability and valuation support make TS attractive for dividend and value investors seeking energy sector exposure.
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 →Tenaris S.A. manufactures seamless and welded steel pipe products, including casing, tubing, and line pipe, for the oil and gas industry and certain industrial applications. The company operates an integrated production network across 17 countries and offers Rig Direct, its integrated supply-chain service for oilfield customers.
Read more on TS →