MACOM Technology Solutions (NASDAQ:MTSI) Stock Price Expected to Rise, Truist Financial Analyst Says

Key Points

• Truist raised its price target on MACOM to $375 (from $261) with a Buy rating, joining other sizable upgrades (Needham and Barclays to $400); MarketBeat's consensus remains a "Moderate Buy" with a $307.27 target.
• Quarterly results and guidance surprised to the upside—Q2 revenue of $288.96M (up 22.5% YoY) and adjusted EPS $1.09 beat estimates, and management set Q3 guidance of $1.31–1.37 EPS, helping the stock trade near $351.59.
• Heavy insider selling has occurred recently—insiders sold about 551,557 shares (~$137.6M) in the past three months, which could be a near‑term sentiment headwind despite positive fundamentals.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) had its target price hoisted by equities researchers at Truist Financial from $261.00 to $375.00 in a research note issued on Friday,Benzinga reports. The brokerage currently has a "buy" rating on the semiconductor company's stock. Truist Financial's target price suggests a potential upside of 6.66% from the stock's current price.

Other equities analysts have also issued research reports about the company. Needham & Company LLC raised their price target on MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a "buy" rating in a report on Friday. Weiss Ratings raised MACOM Technology Solutions from a "sell (d+)" rating to a "hold (c-)" rating in a report on Monday, January 26th. Susquehanna raised their price target on MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a "neutral" rating in a report on Friday. Bank of America raised their price target on MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a "buy" rating in a report on Monday, April 13th. Finally, Stifel Nicolaus lifted their price objective on MACOM Technology Solutions from $255.00 to $300.00 and gave the company a "buy" rating in a report on Thursday, April 16th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $307.27.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ MTSI traded up $7.12 during midday trading on Friday, reaching $351.59. 625,608 shares of the company were exchanged, compared to its average volume of 1,298,327. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. MACOM Technology Solutions has a 1 year low of $117.17 and a 1 year high of $364.00. The stock has a fifty day simple moving average of $249.02 and a 200 day simple moving average of $209.70. The stock has a market cap of $26.37 billion, a P/E ratio of 165.46, a PEG ratio of 5.15 and a beta of 1.60.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.07 by $0.02. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The firm had revenue of $288.96 million for the quarter, compared to analyst estimates of $285.20 million. During the same quarter last year, the company posted $0.85 earnings per share. The business's revenue was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, research analysts forecast that MACOM Technology Solutions will post 3.2 earnings per share for the current fiscal year.

Insider Buying and Selling

In other MACOM Technology Solutions news, Director John Ritchie sold 1,573 shares of MACOM Technology Solutions stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $255.00, for a total value of $401,115.00. Following the sale, the director owned 8,690 shares of the company's stock, valued at approximately $2,215,950. The trade was a 15.33% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Donghyun Thomas Hwang sold 3,718 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the sale, the senior vice president owned 34,886 shares of the company's stock, valued at approximately $9,654,351.64. The trade was a 9.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 551,557 shares of company stock worth $137,590,774 in the last three months. Company insiders own 0.36% of the company's stock.

Institutional Investors Weigh In On MACOM Technology Solutions

Several institutional investors have recently modified their holdings of the company. Advisors Asset Management Inc. raised its holdings in MACOM Technology Solutions by 49.7% during the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company's stock worth $49,000 after purchasing an additional 161 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in MACOM Technology Solutions by 9.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company's stock worth $15,778,000 after purchasing an additional 13,215 shares during the last quarter. Focus Partners Wealth raised its holdings in MACOM Technology Solutions by 121.3% during the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company's stock worth $676,000 after purchasing an additional 3,694 shares during the last quarter. Cetera Investment Advisers acquired a new position in MACOM Technology Solutions during the second quarter worth $372,000. Finally, Marshall Wace LLP acquired a new position in MACOM Technology Solutions during the second quarter worth $544,000. Hedge funds and other institutional investors own 76.14% of the company's stock.

Trending Headlines about MACOM Technology Solutions

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Q2 results and Q3 guide beat expectations — revenue $289M (up 22.5% YoY), adjusted EPS $1.09 with ~58.5% adjusted gross margin; Q3 guidance of $331–339M revenue and $1.31–1.37 adjusted EPS well above consensus, underpinning the rally. MACOM Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Needham raised its price target to $400 and maintained a Buy — a sizable upgrade that supports further multiple expansion expectations for this high‑margin growth semiconductor name. Needham upgrade coverage
• Positive Sentiment: Barclays raised its target to $400 and set an Overweight rating — adds institutional support for the stock after the company’s strong quarter and outlook. Barclays raises target
• Neutral Sentiment: Susquehanna lifted its target to $350 but kept a Neutral rating — a modest raise that signals some valuation caution despite better fundamentals. Susquehanna coverage
• Neutral Sentiment: Analyst and media write-ups (Zacks, MarketBeat summaries, earnings transcript) highlight key metrics and margin strength — useful detail for investors assessing sustainability of growth but not new facts beyond the release. Zacks metrics analysis
• Negative Sentiment: Extensive insider selling reported in the days around the quarter — many executive and insider dispositions (no recent insider purchases) could be a near‑term sentiment headwind if investors view sales as signaling concerns or profit taking. QuiverQuant insider selling coverage

MACOM Technology Solutions Company Profile

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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