TD Cowen analyst Sean O’Loughlin raised the firm’s price target on Macom (MTSI) to $265 from $245 and keeps a Buy rating on the shares. The firm said they reported a solid set of results and guide, benefitting from broad growth across its business. Reiterated confidence in Datacenter growth for F2026 pushes Cowen’s model to +21% top-line overall, with potential for upside in both Datacenter and Telco.
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