MACOM Technology Solutions reported fiscal Q2 2026 revenue of $289 million, a 22% jump year-over-year, driven almost entirely by one thing: data centers can’t get enough of its optical components.
The stock hit all-time highs around mid-May 2026, with one-year gains stretching somewhere between 160% and 194%.
The numbers behind the surge
The company revised its full-year data center segment growth guidance to exceed 60%. The previous forecast was 35-40%.
Data centers now account for roughly 30% of MACOM’s total revenue.
