MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Free Report) - Analysts at Zacks Research boosted their Q3 2026 earnings per share (EPS) estimates for MACOM Technology Solutions in a report issued on Monday, May 25th. Zacks Research analyst Team now anticipates that the semiconductor company will post earnings of $1.05 per share for the quarter, up from their previous forecast of $0.83. Zacks Research has a "Strong-Buy" rating on the stock. The consensus estimate for MACOM Technology Solutions' current full-year earnings is $3.65 per share. Zacks Research also issued estimates for MACOM Technology Solutions' Q4 2026 earnings at $0.90 EPS, FY2026 earnings at $3.49 EPS, Q2 2027 earnings at $0.92 EPS, Q3 2027 earnings at $1.10 EPS, Q4 2027 earnings at $1.13 EPS, FY2027 earnings at $3.99 EPS, Q1 2028 earnings at $0.87 EPS, Q2 2028 earnings at $1.00 EPS and FY2028 earnings at $4.23 EPS.
Other equities analysts also recently issued reports about the company. Needham & Company LLC lifted their target price on MACOM Technology Solutions from $250.00 to $400.00 and gave the company a "buy" rating in a research note on Friday, May 8th. Benchmark lifted their target price on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a "buy" rating in a research note on Friday, February 6th. Susquehanna lifted their target price on MACOM Technology Solutions from $300.00 to $350.00 and gave the company a "neutral" rating in a research note on Friday, May 8th. Bank of America lifted their target price on MACOM Technology Solutions from $260.00 to $305.00 and gave the company a "buy" rating in a research note on Monday, April 13th. Finally, Loop Capital assumed coverage on MACOM Technology Solutions in a research note on Friday, April 10th. They issued a "buy" rating and a $300.00 target price for the company. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $321.36.
Check Out Our Latest Research Report on MACOM Technology Solutions
MACOM Technology Solutions Stock Down 2.4%
Shares of MACOM Technology Solutions stock opened at $391.09 on Friday. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The firm has a market cap of $29.84 billion, a P/E ratio of 169.30, a P/E/G ratio of 3.32 and a beta of 1.60. MACOM Technology Solutions has a fifty-two week low of $118.16 and a fifty-two week high of $418.90. The business has a 50-day moving average price of $293.19 and a 200 day moving average price of $234.01.
MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating the consensus estimate of $1.07 by $0.02. The firm had revenue of $288.96 million during the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.MACOM Technology Solutions's quarterly revenue was up 22.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS.
Insider Buying and Selling
In other news, SVP Donghyun Thomas Hwang sold 3,718 shares of the business's stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the completion of the transaction, the senior vice president directly owned 34,886 shares in the company, valued at approximately $9,654,351.64. The trade was a 9.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, 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 7,644 shares of the business's stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $359.25, for a total value of $2,746,107.00. Following the transaction, the chief financial officer owned 40,972 shares of the company's stock, valued at approximately $14,719,191. This represents a 15.72% 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 sold a total of 59,648 shares of company stock valued at $21,966,111 over the last 90 days. 0.36% of the stock is owned by corporate insiders.
Hedge Funds Weigh In On MACOM Technology Solutions
Several hedge funds and other institutional investors have recently made changes to their positions in MTSI. Advisors Asset Management Inc. boosted its position in shares of 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 buying an additional 161 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of 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 buying an additional 13,215 shares during the period. Focus Partners Wealth boosted its position in shares of 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 buying an additional 3,694 shares during the period. Cetera Investment Advisers acquired a new position in shares of MACOM Technology Solutions during the second quarter worth approximately $372,000. Finally, Marshall Wace LLP acquired a new position in shares of MACOM Technology Solutions during the second quarter worth approximately $544,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.
More MACOM Technology Solutions News
Here are the key news stories impacting MACOM Technology Solutions this week:
- Positive Sentiment: Zacks Research raised MACOM’s earnings outlook for FY2026, FY2027, and FY2028, indicating stronger expected profitability ahead. MACOM Technology Solutions Free Report
- Positive Sentiment: The firm also increased estimates for several quarters, including Q3 2026, Q3 2027, and Q4 2027, which may support investor confidence in near- and medium-term growth. MACOM Technology Solutions Free Report
- Neutral Sentiment: Zacks maintained a Strong-Buy rating, but the mixed updates also included a few small cuts to some quarter estimates, suggesting the outlook is improving overall but not uniformly across all periods. MACOM Technology Solutions Free Report
MACOM Technology Solutions Company Profile
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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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