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

Key Points

• Analysts give MACOM an average rating of "Moderate Buy" from 13 brokerages (8 buys, 4 holds, 1 strong buy) with a mean 1-year price target of about $251.45; several firms have raised targets to the $300+ range (Loop Capital $300, BofA $305).
• MACOM beat expectations for the most recent quarter with $1.02 EPS vs. $0.99 est. and $271.6M revenue (+24.5% YoY), and issued Q2 2026 EPS guidance of 1.050–1.090 while analysts forecast roughly 3.2 EPS for the year.
• Insiders sold a large block of stock last quarter—753,113 shares valued at about $184M—leaving insiders with just 0.36% ownership, while institutional investors hold roughly 76.14% of the shares.

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Get Free Report) have been given an average recommendation of "Moderate Buy" by the thirteen brokerages that are covering the firm, Marketbeat Ratings reports. Four research analysts have rated the stock with a hold recommendation, eight have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year price objective among analysts that have issued a report on the stock in the last year is $251.4545.

Several brokerages have issued reports on MTSI. Loop Capital began coverage on shares of MACOM Technology Solutions in a research note on Friday, April 10th. They issued a "buy" rating and a $300.00 price objective on the stock. Bank of America boosted their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a "buy" rating in a research note on Monday, April 13th. Needham & Company LLC reissued a "buy" rating and issued a $250.00 price objective on shares of MACOM Technology Solutions in a research note on Friday, February 6th. Zacks Research cut shares of MACOM Technology Solutions from a "strong-buy" rating to a "hold" rating in a research note on Thursday, January 29th. Finally, Wall Street Zen raised shares of MACOM Technology Solutions from a "hold" rating to a "buy" rating in a research note on Saturday, April 18th.

MACOM Technology Solutions Price Performance

Shares of MTSI opened at $265.61 on Wednesday. MACOM Technology Solutions has a fifty-two week low of $99.78 and a fifty-two week high of $294.00. The company has a market capitalization of $19.92 billion, a price-to-earnings ratio of 124.70, a price-to-earnings-growth ratio of 4.64 and a beta of 1.48. The firm has a 50-day simple moving average of $243.37 and a 200-day simple moving average of $203.81. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last announced its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.99 by $0.03. The business had revenue of $271.61 million during the quarter, compared to the consensus estimate of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The business's quarterly revenue was up 24.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities research analysts anticipate that MACOM Technology Solutions will post 3.2 earnings per share for the current year.

Insider Activity

In other MACOM Technology Solutions news, COO Robert Dennehy sold 18,398 shares of the business's stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $245.25, for a total value of $4,512,109.50. Following the transaction, the chief operating officer directly owned 12,864 shares of the company's stock, valued at approximately $3,154,896. The trade was a 58.85% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, SVP Donghyun Thomas Hwang sold 5,274 shares of the business's stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $226.06, for a total transaction of $1,192,240.44. Following the completion of the transaction, the senior vice president directly owned 38,604 shares in the company, valued at $8,726,820.24. This represents a 12.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 753,113 shares of company stock valued at $184,368,095. 0.36% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

Several institutional investors have recently made changes to their positions in the stock. Abel Hall LLC purchased a new stake in shares of MACOM Technology Solutions during the 1st quarter worth $224,000. Stephens Inc. AR boosted its position in shares of MACOM Technology Solutions by 45.1% during the 1st quarter. Stephens Inc. AR now owns 3,188 shares of the semiconductor company's stock worth $708,000 after purchasing an additional 991 shares in the last quarter. Walkner Condon Financial Advisors LLC purchased a new stake in shares of MACOM Technology Solutions during the 1st quarter worth $272,000. Praxis Investment Management Inc. boosted its position in shares of MACOM Technology Solutions by 29.4% during the 1st quarter. Praxis Investment Management Inc. now owns 2,006 shares of the semiconductor company's stock worth $445,000 after purchasing an additional 456 shares in the last quarter. Finally, QRG Capital Management Inc. boosted its position in shares of MACOM Technology Solutions by 64.4% during the 1st quarter. QRG Capital Management Inc. now owns 2,379 shares of the semiconductor company's stock worth $528,000 after purchasing an additional 932 shares in the last quarter. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

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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