MACOM Technology Solutions (MTSI) Expected to Announce Quarterly Earnings on Thursday

MACOM Technology Solutions (NASDAQ:MTSI) is anticipated to post its Q1 2026 results before the market opens on Thursday, February 5th. Analysts expect MACOM Technology Solutions to post earnings of $0.99 per share and revenue of $269.0180 million for the quarter. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Investors may visit the the company’s upcoming Q1 2026 earning results page for the latest details on the call scheduled for Thursday, February 5, 2026 at 8:30 AM ET.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The company had revenue of $261.17 million during the quarter, compared to the consensus estimate of $260.16 million. During the same period in the previous year, the firm posted $0.73 earnings per share. The company’s revenue was up 3.6% on a year-over-year basis. On average, analysts expect MACOM Technology Solutions to post $2 EPS for the current fiscal year and $3 EPS for the next fiscal year.

MACOM Technology Solutions Price Performance

MTSI opened at $226.71 on Wednesday. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. The stock has a market capitalization of $17.01 billion, a P/E ratio of -279.89, a price-to-earnings-growth ratio of 4.26 and a beta of 1.44. The company’s 50 day simple moving average is $191.07 and its 200-day simple moving average is $156.48. MACOM Technology Solutions has a one year low of $84.00 and a one year high of $236.80.

Insider Buying and Selling

In other news, SVP Ambra R. Roth sold 17,268 shares of the company’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $160.91, for a total value of $2,778,593.88. Following the completion of the sale, the senior vice president directly owned 9,837 shares of the company’s stock, valued at $1,582,871.67. This represents a 63.71% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, major shareholder Susan Ocampo sold 121,067 shares of MACOM Technology Solutions 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 transaction, the insider directly owned 4,478,323 shares in the company, valued at $851,194,852.61. The trade was a 2.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 589,907 shares of company stock valued at $104,362,167 over the last 90 days. 0.36% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On MACOM Technology Solutions

Institutional investors and hedge funds have recently made changes to their positions in the company. Wellington Management Group LLP raised its stake in MACOM Technology Solutions by 180.6% during the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after buying an additional 634,903 shares during the period. UBS Group AG raised its position in shares of MACOM Technology Solutions by 30.6% during the third quarter. UBS Group AG now owns 689,950 shares of the semiconductor company’s stock worth $85,892,000 after purchasing an additional 161,859 shares during the period. Northern Trust Corp raised its position in shares of MACOM Technology Solutions by 2.9% during the third quarter. Northern Trust Corp now owns 521,339 shares of the semiconductor company’s stock worth $64,901,000 after purchasing an additional 14,836 shares during the period. AQR Capital Management LLC lifted its holdings in shares of MACOM Technology Solutions by 24.7% during the 2nd quarter. AQR Capital Management LLC now owns 308,508 shares of the semiconductor company’s stock valued at $44,080,000 after purchasing an additional 61,108 shares in the last quarter. Finally, Polar Asset Management Partners Inc. grew its position in shares of MACOM Technology Solutions by 14.8% in the 3rd quarter. Polar Asset Management Partners Inc. now owns 286,760 shares of the semiconductor company’s stock valued at $35,699,000 after purchasing an additional 36,995 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on MTSI. Susquehanna began coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They issued a “neutral” rating and a $200.00 price objective on the stock. Stifel Nicolaus raised their price target on MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a report on Friday, January 16th. Needham & Company LLC boosted their price objective on MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. TD Cowen raised their target price on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Finally, Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $196.82.

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.