MACOM Technology Solutions (NASDAQ:MTSI) Stock Price Expected to Rise, Bank of America Analyst Says

MACOM Technology Solutions (NASDAQ:MTSI) had its price target increased by stock analysts at Bank of America from $260.00 to $305.00 in a note issued to investors on Monday,Benzinga reports. The firm currently has a “buy” rating on the semiconductor company’s stock. Bank of America‘s price objective indicates a potential upside of 18.17% from the company’s current price.

Other analysts also recently issued research reports about the company. JPMorgan Chase & Co. lifted their target price on MACOM Technology Solutions from $165.00 to $240.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Stifel Nicolaus lifted their target price on MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Needham & Company LLC reissued a “buy” rating and set a $250.00 target price on shares of MACOM Technology Solutions in a research note on Friday, February 6th. Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Finally, Benchmark lifted their target price on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research note on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and a consensus target price of $247.36.

MACOM Technology Solutions Price Performance

MTSI stock opened at $258.11 on Monday. MACOM Technology Solutions has a twelve month low of $93.24 and a twelve month high of $262.08. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30. The stock has a market cap of $19.36 billion, a P/E ratio of 121.18, a PEG ratio of 4.29 and a beta of 1.48. The business’s 50-day moving average price is $233.81 and its 200-day moving average price is $191.44.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The firm had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The business’s quarterly revenue was up 24.5% on a year-over-year basis. During the same period in the previous year, the firm earned $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities research analysts forecast that MACOM Technology Solutions will post 2.43 EPS for the current year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, COO Robert Dennehy sold 18,398 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $245.25, for a total value of $4,512,109.50. Following the sale, the chief operating officer owned 12,864 shares of the company’s stock, valued at $3,154,896. The trade was a 58.85% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Geoffrey G. Ribar sold 2,244 shares of MACOM Technology Solutions stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $253.59, for a total value of $569,055.96. Following the completion of the sale, the director directly owned 13,410 shares in the company, valued at approximately $3,400,641.90. The trade was a 14.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 753,113 shares of company stock worth $184,368,095. Insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

Institutional investors and hedge funds have recently modified their holdings of the stock. Principal Financial Group Inc. boosted its holdings in shares of MACOM Technology Solutions by 5.1% in the 3rd quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company’s stock worth $17,693,000 after purchasing an additional 6,874 shares during the period. Bryce Point Capital LLC purchased a new position in shares of MACOM Technology Solutions in the 3rd quarter worth approximately $572,000. Ethic Inc. purchased a new position in shares of MACOM Technology Solutions in the 3rd quarter worth approximately $1,208,000. Hantz Financial Services Inc. boosted its holdings in shares of MACOM Technology Solutions by 2,180.1% in the 3rd quarter. Hantz Financial Services Inc. now owns 4,811 shares of the semiconductor company’s stock worth $599,000 after purchasing an additional 4,600 shares during the period. Finally, New York State Common Retirement Fund boosted its holdings in shares of MACOM Technology Solutions by 3.9% in the 3rd quarter. New York State Common Retirement Fund now owns 354,494 shares of the semiconductor company’s stock worth $44,131,000 after purchasing an additional 13,321 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions is a semiconductor company specializing in high-performance analog, microwave, millimeter-wave and photonic semiconductor solutions. Its product portfolio includes amplifiers, switches, modulators, detectors and integrated circuits designed to optimize signal integrity, power management and data transmission. MACOM’s offerings address both digital and optical domains, providing critical building blocks for next-generation communications infrastructure.

The company’s solutions serve a diverse set of end markets, including wireless and wireline telecom, data centers, satellite communications, aerospace and defense, industrial and automotive applications.