Stifel Nicolaus Boosts MACOM Technology Solutions (NASDAQ:MTSI) Price Target to $450.00

Posted by Geri Gentry on Jun 24th, 2026

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) had its price target raised by stock analysts at Stifel Nicolaus from $385.00 to $450.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the semiconductor company’s stock. Stifel Nicolaus’ price target indicates a potential upside of 20.59% from the company’s current price.

Several other equities analysts have also recently commented on the stock. Barclays upped their target price on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, May 22nd. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Loop Capital assumed coverage on shares of MACOM Technology Solutions in a research report on Friday, April 10th. They set a “buy” rating and a $300.00 price objective for the company. Needham & Company LLC increased their target price on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Finally, Wall Street Zen downgraded MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, June 6th. Two research analysts have rated the stock with a Strong Buy rating, nine 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 presently has an average rating of “Moderate Buy” and a consensus target price of $335.00.

View Our Latest Stock Report on MACOM Technology Solutions

MACOM Technology Solutions Stock Performance

NASDAQ MTSI traded up $1.02 during trading on Wednesday, hitting $373.17. The company’s stock had a trading volume of 319,258 shares, compared to its average volume of 1,397,364. MACOM Technology Solutions has a 52 week low of $118.16 and a 52 week high of $418.90. The firm has a market cap of $28.47 billion, a P/E ratio of 161.12, a price-to-earnings-growth ratio of 3.25 and a beta of 1.66. The firm has a 50 day moving average price of $343.83 and a 200 day moving average price of $260.10. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating the consensus estimate of $1.07 by $0.02. The company had revenue of $288.95 million during the quarter, compared to analysts’ expectations of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.MACOM Technology Solutions’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 business earned $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities research analysts forecast that MACOM Technology Solutions will post 3.68 earnings per share for the current fiscal year.

Insider Transactions at MACOM Technology Solutions

In other news, CFO John Kober sold 7,644 shares of the stock in a transaction on 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 approximately $14,719,191. This represents a 15.72% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the transaction, the director directly owned 6,781 shares of the company’s stock, valued at $2,564,574.20. The trade was a 86.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 75,476 shares of company stock worth $27,755,202. 0.36% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in MTSI. Vanguard Group Inc. lifted its stake in MACOM Technology Solutions by 2.2% during the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock worth $1,237,515,000 after purchasing an additional 157,343 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in shares of MACOM Technology Solutions by 7.6% in the 4th 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 holdings in shares of MACOM Technology Solutions by 11.7% in the 3rd 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 lifted its position in shares of MACOM Technology Solutions by 3.0% during the 4th 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 during the period. Finally, GW&K Investment Management LLC lifted its position in shares of MACOM Technology Solutions by 6.1% during the 4th 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 during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

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.