MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Given Average Rating of "Moderate Buy" by Analysts

Key Points

• Analysts maintain a “Moderate Buy” consensus on MACOM Technology Solutions, with nine buy, two strong-buy and four hold ratings. The average 12-month price target is $341.25.
• MACOM exceeded quarterly expectations, reporting $1.40 EPS versus the $1.35 consensus and $342.24 million in revenue, up 35.8% year over year. The company also issued fourth-quarter 2026 EPS guidance of $1.97–$2.03.
• The stock opened at $263.83, well below its 52-week high of $418.90, while two executives sold shares through pre-arranged trading plans. Institutional investors own 76.14% of the company.

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Get Free Report) have been given an average rating of "Moderate Buy" by the fifteen analysts that are covering the firm, MarketBeat Ratings reports. Four research analysts have rated the stock with a hold rating, nine have given a buy rating and two have assigned a strong buy rating to the company. The average 1 year target price among analysts that have covered the stock in the last year is $341.25.

MTSI has been the topic of several recent analyst reports. Susquehanna dropped their price target on MACOM Technology Solutions from $350.00 to $300.00 and set a "neutral" rating on the stock in a research report on Tuesday, July 21st. Zacks Research upgraded MACOM Technology Solutions from a "hold" rating to a "strong-buy" rating in a research report on Monday, August 24th. Stifel Nicolaus lifted their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the company a "buy" rating in a research note on Wednesday, June 24th. BMO Capital Markets started coverage on shares of MACOM Technology Solutions in a research report on Friday, August 21st. They issued a "market perform" rating and a $335.00 price target for the company. Finally, HC Wainwright reissued a "buy" rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd.

MACOM Technology Solutions Trading Down 0.5%

Shares of MTSI stock opened at $263.83 on Tuesday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. MACOM Technology Solutions has a 1 year low of $121.97 and a 1 year high of $418.90. The stock has a fifty day moving average of $296.73 and a two-hundred day moving average of $293.99. The firm has a market capitalization of $20.15 billion, a PE ratio of 84.83, a price-to-earnings-growth ratio of 1.52 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping analysts' consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The company had revenue of $342.24 million during the quarter, compared to analyst estimates of $336.08 million. During the same period in the prior year, the business posted $0.90 EPS. The business's revenue for the quarter 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. As a group, research analysts expect that MACOM Technology Solutions will post 4.12 EPS for the current year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 2,620 shares of the firm's stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $383.87, for a total transaction 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 trade represents a 8.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the completion of the transaction, the chief financial officer directly owned 33,583 shares of the company's stock, valued at $10,950,744.64. This trade represents a 18.03% 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. Company insiders own 0.36% of the company's stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions during the 3rd quarter worth about $25,000. Measured Wealth Private Client Group LLC bought a new position in shares of MACOM Technology Solutions in the fourth quarter worth about $30,000. GHP Investment Advisors Inc. bought a new position in shares of MACOM Technology Solutions in the first quarter worth about $31,000. Clearstead Advisors LLC lifted its position in shares of MACOM Technology Solutions by 156.5% during the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company's stock worth $40,000 after purchasing an additional 144 shares in the last quarter. Finally, Los Angeles Capital Management LLC acquired a new position in shares of MACOM Technology Solutions during the fourth quarter worth approximately $46,000. 76.14% of the stock is owned by institutional investors and hedge funds.

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.

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