MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Stock Has Consensus Target Price of $341.25 According to Brokerages

Key Points

• Analyst consensus is “Moderate Buy” for MACOM Technology Solutions, with 10 buy, two strong-buy and three hold ratings among 15 brokerages. The average 12-month price target is $341.25, compared with the reported share price of $262.93.
• MACOM exceeded quarterly expectations, reporting $1.40 EPS versus the $1.35 consensus and revenue of $342.24 million versus $336.08 million expected. Revenue increased 35.8% year over year, while fourth-quarter 2026 guidance was set at $1.97–$2.03 EPS.
• Insiders sold 8,294 shares worth approximately $2.67 million over the past 90 days, while institutional investors own 76.14% of the stock. The shares have traded below their 50-day and 200-day moving averages and remain well below their 52-week high of $418.90.

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

Several equities analysts recently weighed in on the stock. Susquehanna dropped their price target on shares of 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. Benchmark started coverage on MACOM Technology Solutions in a research note on Thursday, August 13th. They set a "buy" rating and a $375.00 price target for the company. Stifel Nicolaus boosted their price objective on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a "buy" rating in a report on Wednesday, June 24th. Weiss Ratings lowered MACOM Technology Solutions from a "hold (c+)" rating to a "hold (c)" rating in a report on Friday, August 21st. Finally, Wall Street Zen raised MACOM Technology Solutions from a "hold" rating to a "buy" rating in a research note on Saturday, August 8th.

Insider Activity at MACOM Technology Solutions

In related news, SVP Ambra Roth sold 653 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $300.00, for a total transaction of $195,900.00. Following the transaction, the senior vice president owned 9,184 shares of the company's stock, valued at $2,755,200. The trade was a 6.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the company's stock in a transaction on Monday, August 17th. The stock was sold at an average price of $326.08, for a total value of $2,409,405.12. Following the sale, the chief financial officer 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. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 8,294 shares of company stock valued at $2,674,656 over the last 90 days. Insiders own 0.36% of the company's stock.

Hedge Funds Weigh In On MACOM Technology Solutions

Several large investors have recently bought and sold shares of the stock. Swedbank AB bought a new stake in shares of MACOM Technology Solutions during the 1st quarter worth $13,059,000. Azzad Asset Management Inc. ADV boosted its holdings in shares of MACOM Technology Solutions by 94.4% in the 1st quarter. Azzad Asset Management Inc. ADV now owns 20,113 shares of the semiconductor company's stock worth $4,466,000 after buying an additional 9,767 shares during the last quarter. Principal Financial Group Inc. grew its position in MACOM Technology Solutions by 41.7% during the first quarter. Principal Financial Group Inc. now owns 195,148 shares of the semiconductor company's stock valued at $43,337,000 after buying an additional 57,474 shares during the period. Fifth Third Bancorp grew its position in MACOM Technology Solutions by 2,385.6% during the first quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company's stock valued at $4,101,000 after buying an additional 17,725 shares during the period. Finally, Janus Henderson Group PLC grew its position in MACOM Technology Solutions by 15.5% during the first quarter. Janus Henderson Group PLC now owns 784,118 shares of the semiconductor company's stock valued at $174,109,000 after buying an additional 105,032 shares during the period. 76.14% of the stock is currently owned by institutional investors.

MACOM Technology Solutions Stock Performance

MTSI opened at $262.93 on Wednesday. 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 company's fifty day moving average price is $283.36 and its two-hundred day moving average price is $306.78. MACOM Technology Solutions has a 1-year low of $133.35 and a 1-year high of $418.90. The company has a market cap of $20.08 billion, a price-to-earnings ratio of 84.54, a PEG ratio of 0.88 and a beta of 1.77.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.35 by $0.05. The firm had revenue of $342.24 million during the quarter, compared to analysts' expectations of $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The business's revenue was up 35.8% on a year-over-year basis. During the same period last year, the company earned $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, analysts expect that MACOM Technology Solutions will post 4.26 EPS for the current fiscal year.

About MACOM Technology Solutions

MACOM Technology Solutions Holdings, Inc develops and manufactures high-performance semiconductor products for applications involving radio frequency, microwave, millimeter-wave, analog, mixed-signal and optical technologies. Its offerings include integrated circuits, discrete components, modules and semiconductor devices designed to support communications, connectivity and sensing systems.

The company serves markets including telecommunications, data centers, aerospace and defense, industrial, automotive and consumer applications.

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