MACOM Technology Solutions (MTSI) Expected to Release Earnings on Thursday

Key Points

• MACOM is expected to report Q4 2026 results before market open on November 5, 2026. Analysts forecast $2.00 in earnings per share and $420.38 million in revenue, compared with company guidance of $1.97–$2.03 EPS.
• The company’s latest quarter exceeded expectations, with EPS of $1.40 versus the $1.35 consensus and revenue of $342.24 million, up 35.8% year over year.
• Analyst sentiment is broadly positive, with a consensus “Moderate Buy” rating and an average price target of $338.08, although insiders sold 9,321 shares worth approximately $2.92 million in the last quarter.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) will likely be posting its Q4 2026 results before the market opens on Thursday, November 5th. Analysts expect the company to announce earnings of $2.00 per share and revenue of $420.38 million for the quarter. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Individuals can find conference call details on the company's upcoming Q4 2026 earnings results page for the latest details on the call scheduled for Thursday, November 5, 2026 at 8:30 AM ET.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, beating analysts' consensus estimates 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 firm posted $0.90 EPS. The business's revenue was up 35.8% on a year-over-year basis. On average, analysts expect MACOM Technology Solutions to post $4.26 EPS for the current fiscal year and $7.15 EPS for the next fiscal year.

MACOM Technology Solutions Trading Up 2.0%

Shares of MTSI opened at $260.92 on Thursday. The stock has a fifty day moving average price of $276.87 and a two-hundred day moving average price of $282.23. 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 52-week low of $144.06 and a 52-week high of $418.90. The company has a market cap of $19.93 billion, a price-to-earnings ratio of 83.90, a PEG ratio of 0.78 and a beta of 1.77.

Analyst Ratings Changes

Several analysts have recently commented on the company. Benchmark initiated coverage on MACOM Technology Solutions in a report on Thursday, August 13th. They set a "buy" rating and a $375.00 target price on the stock. Wall Street Zen raised MACOM Technology Solutions from a "hold" rating to a "buy" rating in a report on Saturday, August 8th. Susquehanna cut their price target on MACOM Technology Solutions from $350.00 to $300.00 and set a "neutral" rating for the company in a report on Tuesday, July 21st. Raymond James Financial upgraded shares of MACOM Technology Solutions from a "market perform" rating to an "outperform" rating and set a $300.00 price target on the stock in a research report on Tuesday. Finally, Zacks Research raised shares of MACOM Technology Solutions from a "hold" rating to a "strong-buy" rating in a report on Monday, August 24th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have issued a Hold rating to the company's stock. According to data from MarketBeat.com, MACOM Technology Solutions has a consensus rating of "Moderate Buy" and an average target price of $338.08.

Insider Buying and Selling

In other MACOM Technology Solutions news, SVP Ambra Roth sold 653 shares of the company's stock in a transaction 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 approximately $2,755,200. This represents a 6.64% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Dennehy sold 252 shares of the company's stock in a transaction on Friday, August 28th. The stock was sold at an average price of $275.20, for a total value of $69,350.40. Following the transaction, the chief operating officer directly owned 12,758 shares in the company, valued at approximately $3,511,001.60. This represents a 1.94% 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 sold 9,321 shares of company stock worth $2,917,644 in the last quarter. Insiders own 0.36% of the company's stock.

MACOM Technology Solutions Company Profile

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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