MACOM Technology Solutions (MTSI) Expected to Announce Quarterly Earnings on Thursday

Posted by Francis Steltz on Jul 30th, 2026

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) is anticipated to issue its Q3 2026 results before the market opens on Thursday, August 6th. Analysts expect the company to announce earnings of $1.34 per share and revenue of $335.5510 million for the quarter. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Parties can check the company’s upcoming Q3 2026 earning report page for the latest details on the call scheduled for Thursday, August 6, 2026 at 8:30 AM ET.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last announced its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company had revenue of $288.95 million during the quarter, compared to analysts’ expectations of $285.20 million. During the same quarter in the previous year, the business posted $0.85 earnings per share. MACOM Technology Solutions’s quarterly revenue was up 22.5% on a year-over-year basis. On average, analysts expect MACOM Technology Solutions to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

MACOM Technology Solutions Trading Down 8.2%

MTSI stock opened at $228.71 on Thursday. MACOM Technology Solutions has a 52 week low of $118.16 and a 52 week high of $418.90. The company has a market capitalization of $17.45 billion, a PE ratio of 99.01, a price-to-earnings-growth ratio of 2.04 and a beta of 1.65. The company’s 50-day simple moving average is $341.53 and its 200 day simple moving average is $284.14. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52.

Analysts Set New Price Targets

A number of analysts have issued reports on MTSI shares. 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. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Susquehanna cut their price target on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a research note on Tuesday, July 21st. Weiss Ratings reissued a “hold (c+)” rating on shares of MACOM Technology Solutions in a research report on Friday, May 8th. Finally, JPMorgan Chase & Co. raised their price objective on MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research note on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $330.45.

View Our Latest Analysis on MACOM Technology Solutions

Insider Activity

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 15,828 shares of the firm’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $365.75, for a total value of $5,789,091.00. Following the transaction, the chief executive officer directly owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This trade represents a 29.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, 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 business’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 transaction of $16,363,957.60. Following the completion of the transaction, the director 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. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 74,378 shares of company stock valued at $27,732,022. Company insiders own 0.36% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in MTSI. Meeder Advisory Services Inc. lifted its stake in MACOM Technology Solutions by 3.5% during the fourth quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock worth $324,000 after purchasing an additional 63 shares during the last quarter. O Shaughnessy Asset Management LLC increased its stake in shares of MACOM Technology Solutions by 2.4% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock valued at $467,000 after purchasing an additional 63 shares during the last quarter. Larson Financial Group LLC increased its stake in shares of MACOM Technology Solutions by 19.4% in the 3rd quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock valued at $52,000 after purchasing an additional 68 shares during the last quarter. UMB Bank n.a. increased its stake in shares of MACOM Technology Solutions by 14.5% in the 4th quarter. UMB Bank n.a. now owns 718 shares of the semiconductor company’s stock valued at $123,000 after purchasing an additional 91 shares during the last quarter. Finally, Vise Technologies Inc. raised its holdings in shares of MACOM Technology Solutions by 5.3% during the 3rd quarter. Vise Technologies Inc. now owns 2,014 shares of the semiconductor company’s stock worth $251,000 after buying an additional 102 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

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.