MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) – Analysts at Zacks Research lifted their Q3 2026 earnings per share (EPS) estimates for MACOM Technology Solutions in a note issued to investors on Monday, May 25th. Zacks Research analyst Team now expects that the semiconductor company will earn $1.05 per share for the quarter, up from their prior forecast of $0.83. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for MACOM Technology Solutions’ current full-year earnings is $3.65 per share. Zacks Research also issued estimates for MACOM Technology Solutions’ Q4 2026 earnings at $0.90 EPS, FY2026 earnings at $3.49 EPS, Q2 2027 earnings at $0.92 EPS, Q3 2027 earnings at $1.10 EPS, Q4 2027 earnings at $1.13 EPS, FY2027 earnings at $3.99 EPS, Q1 2028 earnings at $0.87 EPS, Q2 2028 earnings at $1.00 EPS and FY2028 earnings at $4.23 EPS.
A number of other research firms also recently weighed in on MTSI. Jefferies Financial Group upped their target price on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Bank of America upped their target price on MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. Needham & Company LLC upped their target price on MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Finally, Loop Capital initiated coverage on MACOM Technology Solutions in a report on Friday, April 10th. They issued a “buy” rating and a $300.00 price target on the stock. 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 company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $321.36.
MACOM Technology Solutions Stock Performance
MTSI opened at $391.09 on Friday. The company has a market capitalization of $29.84 billion, a price-to-earnings ratio of 169.30, a price-to-earnings-growth ratio of 3.32 and a beta of 1.60. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. MACOM Technology Solutions has a 1-year low of $118.16 and a 1-year high of $418.90. The business has a 50 day moving average price of $293.19 and a two-hundred day moving average price of $234.01.
MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last released its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. The firm had revenue of $288.96 million during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS.
Institutional Inflows and Outflows
Several institutional investors have recently modified their holdings of the stock. Whale Rock Capital Management LLC acquired a new stake in MACOM Technology Solutions during the 4th quarter valued at $134,164,000. Wellington Management Group LLP raised its stake in MACOM Technology Solutions by 180.6% during the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock valued at $122,802,000 after purchasing an additional 634,903 shares during the period. Bessemer Group Inc. raised its stake in MACOM Technology Solutions by 170,782.0% during the 4th quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock valued at $97,465,000 after purchasing an additional 568,704 shares during the period. Norges Bank acquired a new stake in MACOM Technology Solutions during the 4th quarter valued at $97,397,000. Finally, Rafferty Asset Management LLC acquired a new stake in MACOM Technology Solutions during the 3rd quarter valued at $67,486,000. Institutional investors own 76.14% of the company’s stock.
Insider Buying and Selling
In other MACOM Technology Solutions news, Director Peter Y. Chung sold 43,268 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total value of $16,363,957.60. Following the transaction, the director owned 6,781 shares of the company’s stock, valued at approximately $2,564,574.20. This represents a 86.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Donghyun Thomas Hwang sold 3,718 shares of the company’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $276.74, for a total value of $1,028,919.32. Following the completion of the transaction, the senior vice president directly owned 34,886 shares in the company, valued at $9,654,351.64. This represents a 9.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 59,648 shares of company stock valued at $21,966,111 in the last three months. Insiders own 0.36% of the company’s stock.
MACOM Technology Solutions News Roundup
Here are the key news stories impacting MACOM Technology Solutions this week:
- Positive Sentiment: Zacks Research raised MACOM’s earnings outlook for FY2026, FY2027, and FY2028, indicating stronger expected profitability ahead. MACOM Technology Solutions Free Report
- Positive Sentiment: The firm also increased estimates for several quarters, including Q3 2026, Q3 2027, and Q4 2027, which may support investor confidence in near- and medium-term growth. MACOM Technology Solutions Free Report
- Neutral Sentiment: Zacks maintained a Strong-Buy rating, but the mixed updates also included a few small cuts to some quarter estimates, suggesting the outlook is improving overall but not uniformly across all periods. MACOM Technology Solutions Free Report
About MACOM Technology Solutions
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.
Read More
- Five stocks we like better than MACOM Technology Solutions
- Meta’s Manus Mess: Why China Blocked the Deal and What It Means
- China Deal Ignites Boeing’s Financial Afterburners
- 3 Stocks Rallying on Micron’s Price Boost: Substance or Hype?
- Snowflake and the Snowballing Impact of its AI Flywheel
Receive News & Ratings for MACOM Technology Solutions Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for MACOM Technology Solutions and related companies with MarketBeat.com's FREE daily email newsletter.
