MACOM Technology Solutions (NASDAQ:MTSI) Upgraded by Zacks Research to “Strong-Buy” Rating

Posted by Stanley Muller on May 14th, 2026

Zacks Research upgraded shares of MACOM Technology Solutions (NASDAQ:MTSI – Free Report) from a hold rating to a strong-buy rating in a research note released on Tuesday,Zacks.com reports.

Several other analysts have also issued reports on MTSI. Bank of America boosted their price target on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Barclays lifted their price objective on shares of MACOM Technology Solutions from $265.00 to $400.00 and gave the company an “overweight” rating in a research note on Friday, May 8th. Truist Financial increased their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Needham & Company LLC lifted their price target on MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Finally, Jefferies Financial Group increased their price objective on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $316.82.

Read Our Latest Research Report on MACOM Technology Solutions

MACOM Technology Solutions Stock Performance

Shares of MTSI opened at $381.55 on Tuesday. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. The firm has a market cap of $29.11 billion, a PE ratio of 165.17, a PEG ratio of 3.32 and a beta of 1.60. MACOM Technology Solutions has a 1 year low of $118.16 and a 1 year high of $384.58. The stock’s fifty day moving average price is $258.27 and its two-hundred day moving average price is $216.14.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.07 by $0.02. The company had revenue of $288.96 million during the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The firm’s revenue for the quarter was up 22.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities research analysts forecast that MACOM Technology Solutions will post 3.3 EPS for the current year.

Insiders Place Their Bets

In other news, Director John Ritchie sold 1,573 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $255.00, for a total value of $401,115.00. Following the transaction, the director owned 8,690 shares of the company’s stock, valued at approximately $2,215,950. This represents a 15.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Geoffrey G. Ribar sold 1,623 shares of the stock in a transaction on Monday, May 11th. The stock was sold at an average price of $361.84, for a total value of $587,266.32. Following the completion of the sale, the director owned 12,563 shares in the company, valued at $4,545,795.92. This trade represents a 11.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 495,353 shares of company stock worth $124,281,055. Company insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. raised its position in shares of MACOM Technology Solutions by 2.2% in the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock worth $1,237,515,000 after buying an additional 157,343 shares in the last quarter. Price T Rowe Associates Inc. MD raised its position in shares of MACOM Technology Solutions by 7.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock worth $331,374,000 after buying an additional 136,262 shares in the last quarter. Alliancebernstein L.P. raised its position in shares of MACOM Technology Solutions by 11.7% in the third quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company’s stock worth $186,080,000 after buying an additional 156,194 shares in the last quarter. Geode Capital Management LLC raised its position in shares of MACOM Technology Solutions by 3.0% in the fourth quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock worth $217,073,000 after buying an additional 37,222 shares in the last quarter. Finally, GW&K Investment Management LLC raised its position in shares of MACOM Technology Solutions by 6.1% in the fourth quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock worth $208,609,000 after buying an additional 70,167 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Company Profile

(Get Free Report)

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.