MACOM Technology Solutions (NASDAQ:MTSI) Shares Up 11.9% on Strong Earnings

Posted by Stanley Muller on Aug 6th, 2026

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Get Free Report) traded up 11.9% during trading on Thursday following a better than expected earnings announcement. The company traded as high as $288.51 and last traded at $294.78. Approximately 427,007 shares were traded during trading, a decline of 71% from the average session volume of 1,463,196 shares. The stock had previously closed at $263.46.

The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.35 by $0.05. The company had revenue of $342.24 million during the quarter, compared to analyst estimates of $335.53 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.MACOM Technology Solutions’s quarterly revenue was up 35.8% on a year-over-year basis. During the same period in the prior year, the company posted $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. Truist Financial boosted their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Barclays lifted their price objective on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, May 22nd. JPMorgan Chase & Co. raised their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research report on Friday, May 8th. Needham & Company LLC boosted their price objective on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a report on Friday, May 8th. Finally, Loop Capital began coverage on MACOM Technology Solutions in a research report on Friday, April 10th. They issued a “buy” rating and a $300.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $330.45.

Read Our Latest Stock Report on MACOM Technology Solutions

Insider Activity at MACOM Technology Solutions

In other news, Director Peter Y. Chung sold 43,268 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $378.20, for a total value of $16,363,957.60. Following the completion of the sale, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO John Kober sold 7,644 shares of MACOM Technology Solutions stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $359.25, for a total value of $2,746,107.00. Following the completion of the transaction, the chief financial officer owned 40,972 shares in the company, valued at $14,719,191. This trade represents a 15.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 74,378 shares of company stock worth $27,732,022 over the last quarter. 0.36% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Advisory Services Network LLC acquired a new stake in MACOM Technology Solutions in the third quarter worth about $25,000. Measured Wealth Private Client Group LLC purchased a new stake in MACOM Technology Solutions during the 4th quarter worth approximately $30,000. GHP Investment Advisors Inc. acquired a new position in MACOM Technology Solutions during the 1st quarter valued at approximately $31,000. Bayforest Capital Ltd acquired a new position in MACOM Technology Solutions during the 4th quarter valued at approximately $39,000. Finally, Clearstead Advisors LLC raised its holdings in shares of MACOM Technology Solutions by 156.5% in the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after buying an additional 144 shares during the last quarter. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

MACOM Technology Solutions Stock Up 13.6%

The company’s 50 day moving average price is $328.14 and its 200 day moving average price is $286.07. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The firm has a market capitalization of $22.83 billion, a price-to-earnings ratio of 129.37, a P/E/G ratio of 2.24 and a beta of 1.70.

About MACOM Technology Solutions

(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.