MACOM Technology Solutions (MTSI) – Analysts’ Weekly Ratings Updates

MACOM Technology Solutions (NASDAQ: MTSI) recently received a number of ratings updates from brokerages and research firms:

• 1/10/2026 – MACOM Technology Solutions was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating.
• 12/31/2025 – MACOM Technology Solutions was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating.
• 12/29/2025 – MACOM Technology Solutions had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 12/27/2025 – MACOM Technology Solutions was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.
• 12/22/2025 – MACOM Technology Solutions was upgraded by analysts at Weiss Ratings from a “sell (d+)” rating to a “hold (c-)” rating.
• 12/19/2025 – MACOM Technology Solutions had its price target raised by analysts at Truist Financial Corporation from $180.00 to $200.00. They now have a “buy” rating on the stock.
• 12/15/2025 – MACOM Technology Solutions is now covered by analysts at Susquehanna. They set a “neutral” rating and a $200.00 price target on the stock.

Insider Transactions at MACOM Technology Solutions

In related news, major shareholder Susan Ocampo sold 121,067 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the completion of the sale, the insider owned 4,478,323 shares of the company’s stock, valued at $851,194,852.61. This trade represents a 2.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Stephen G. Daly sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $173.16, for a total value of $3,463,200.00. Following the completion of the transaction, the chief executive officer directly owned 54,217 shares in the company, valued at approximately $9,388,215.72. This trade represents a 26.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 1,124,804 shares of company stock worth $180,306,757. 16.30% of the stock is currently owned by insiders.

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.