MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives Average Recommendation of “Moderate Buy” from Analysts

Posted by Francis Steltz on Aug 12th, 2026

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Get Free Report) have received a consensus rating of “Moderate Buy” from the fourteen ratings firms that are currently covering the firm, Marketbeat reports. Four equities research analysts have rated the stock with a hold recommendation, nine have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average twelve-month price objective among brokers that have updated their coverage on the stock in the last year is $331.3636.

A number of equities analysts have recently issued reports on the stock. Susquehanna dropped their price objective on shares of 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. Stifel Nicolaus lifted their target price on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 24th. JPMorgan Chase & Co. increased their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Finally, Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday.

View Our Latest Stock Report on MACOM Technology Solutions

MACOM Technology Solutions Stock Performance

MTSI opened at $299.93 on Friday. The stock’s 50 day simple moving average is $322.48 and its 200-day simple moving average is $288.32. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. The stock has a market cap of $22.91 billion, a PE ratio of 96.44, a P/E/G ratio of 1.90 and a beta of 1.70. MACOM Technology Solutions has a 1 year low of $118.28 and a 1 year high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last issued its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping the consensus estimate of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The firm had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $336.08 million. During the same period last year, the business earned $0.90 earnings per share. MACOM Technology Solutions’s quarterly revenue was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Sell-side analysts forecast that MACOM Technology Solutions will post 3.68 EPS for the current year.

Insider Buying and Selling

In other news, SVP Donghyun Thomas Hwang sold 2,620 shares of the stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the transaction, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This represents a 8.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible 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 that occurred 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 $2,564,574.20. This trade represents a 86.45% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 71,955 shares of company stock valued at $26,840,756. 0.36% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Advisory Services Network LLC acquired a new position in shares of MACOM Technology Solutions in the 3rd quarter worth approximately $25,000. Measured Wealth Private Client Group LLC acquired a new stake in MACOM Technology Solutions during the 4th quarter valued at $30,000. GHP Investment Advisors Inc. acquired a new stake in MACOM Technology Solutions during the 1st quarter valued at $31,000. Bayforest Capital Ltd bought a new position in MACOM Technology Solutions in the 4th quarter valued at $39,000. Finally, Clearstead Advisors LLC raised its position in MACOM Technology Solutions by 156.5% in the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 144 shares during the last quarter. 76.14% of the stock is owned by institutional investors.

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.