MACOM Technology Solutions (NASDAQ:MTSI) Updates Q2 2026 Earnings Guidance

MACOM Technology Solutions (NASDAQ:MTSI) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 1.050-1.090 for the period, compared to the consensus EPS estimate of 0.930. The company issued revenue guidance of $281.0 million-$289.0 million, compared to the consensus revenue estimate of $275.3 million.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Truist Financial boosted their price target on shares of MACOM Technology Solutions from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Barclays upped their price objective on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Susquehanna assumed coverage on shares of MACOM Technology Solutions in a report on Monday, December 15th. They issued a “neutral” rating and a $200.00 target price for the company. Finally, Stifel Nicolaus upped their price target on MACOM Technology Solutions from $185.00 to $215.00 and gave the stock a “buy” rating in a research note on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $210.00.

MACOM Technology Solutions Stock Up 1.9%

MTSI traded up $4.26 on Friday, reaching $232.06. The company’s stock had a trading volume of 417,264 shares, compared to its average volume of 1,593,431. The company has a market capitalization of $17.41 billion, a price-to-earnings ratio of -285.80, a P/E/G ratio of 4.01 and a beta of 1.44. MACOM Technology Solutions has a fifty-two week low of $84.00 and a fifty-two week high of $240.75. The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31. The stock has a 50 day moving average of $193.20 and a two-hundred day moving average of $157.39.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.99 by $0.03. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The business had revenue of $271.61 million during the quarter, compared to the consensus estimate of $269.02 million. During the same quarter in the previous year, the firm earned $0.79 EPS. The company’s revenue was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, analysts forecast that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

Insider Buying and Selling

In related news, SVP Donghyun Thomas Hwang sold 5,274 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $226.06, for a total transaction of $1,192,240.44. Following the completion of the sale, the senior vice president directly owned 38,604 shares of the company’s stock, valued at $8,726,820.24. This trade represents a 12.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Stephen G. Daly sold 20,000 shares of the business’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $173.16, for a total transaction 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 $9,388,215.72. This represents a 26.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 519,964 shares of company stock worth $99,832,735. Corporate insiders own 0.36% of the company’s stock.

Key MACOM Technology Solutions News

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

• Positive Sentiment: Q1 results beat consensus: MACOM reported $1.02 EPS vs. $0.99 consensus and revenue of $271.6M, up ~24.5% YoY — a clear top-line and EPS beat that supports momentum. MTSI Q1 Earnings Surpass Expectations, Revenues Rise Y/Y
• Positive Sentiment: Raised Q2 guidance: management guided Q2 EPS to $1.05–1.09 and revenue $281M–$289M, above Street estimates — this “beat-and-raise” is the main catalyst for stronger near-term earnings expectations. Macom’s Q1 results, outlook surpass estimates
• Positive Sentiment: Analyst upgrades/target hikes: multiple firms boosted targets and reiterated buy ratings (examples include Benchmark and Needham), which should support demand for the shares. Benchmark price target raise coverage
• Neutral Sentiment: Earnings call / market deep dive available: transcripts and analyst write-ups provide color on demand drivers (data center, telecom, defense) and margin progress — useful for assessing sustainability of the beat. Q1 2026 earnings call transcript
• Neutral Sentiment: Valuation notes surfaced after the print debating whether stronger growth justifies higher targets — relevant to investors considering re-rating risk. Valuation write-up
• Negative Sentiment: Major shareholder sale: Susan Ocampo sold 100,000 shares (~$23M) disclosed in an SEC filing — a sizable sale that can pressure sentiment short-term. Major shareholder sells $23M in stock
• Negative Sentiment: Executive selling: an SVP recently sold ~5,274 shares (~$1.19M) — recurring insider sales may temper enthusiasm despite strong fundamentals. SVP sells $1.19M in stock

Institutional Investors Weigh In On MACOM Technology Solutions

Institutional investors have recently modified their holdings of the company. Advisory Services Network LLC purchased a new stake in shares of MACOM Technology Solutions during the third quarter worth about $25,000. Larson Financial Group LLC boosted its position in MACOM Technology Solutions by 19.4% during the third quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock worth $52,000 after acquiring an additional 68 shares during the last quarter. Quarry LP boosted its position in MACOM Technology Solutions by 548.5% during the third quarter. Quarry LP now owns 428 shares of the semiconductor company’s stock worth $53,000 after acquiring an additional 362 shares during the last quarter. Advisors Asset Management Inc. grew its stake in MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after acquiring an additional 161 shares during the period. Finally, Danske Bank A S acquired a new position in MACOM Technology Solutions in the 3rd quarter valued at $100,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.