Stifel Nicolaus Raises MACOM Technology Solutions (NASDAQ:MTSI) Price Target to $255.00

MACOM Technology Solutions (NASDAQ:MTSI) had its target price increased by stock analysts at Stifel Nicolaus from $215.00 to $255.00 in a research note issued to investors on Friday,Benzinga reports. The firm presently has a “buy” rating on the semiconductor company’s stock. Stifel Nicolaus’ price target would indicate a potential upside of 7.22% from the stock’s previous close.

Several other brokerages have also recently weighed in on MTSI. Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Truist Financial lifted their price objective on MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a report on Friday. Bank of America upped their target price on MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. Barclays raised their price target on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Finally, Zacks Research downgraded MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average price target of $219.18.

MACOM Technology Solutions Price Performance

MTSI traded up $10.03 during midday trading on Friday, hitting $237.83. The company had a trading volume of 763,810 shares, compared to its average volume of 1,612,925. MACOM Technology Solutions has a twelve month low of $84.00 and a twelve month high of $240.75. The firm’s 50-day simple moving average is $193.20 and its 200-day simple moving average is $157.39. The company has a market capitalization of $17.84 billion, a PE ratio of -294.20, a P/E/G ratio of 4.01 and a beta of 1.44. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71.

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

Insider Buying and Selling at MACOM Technology Solutions

In related news, SVP Ambra R. Roth sold 17,268 shares of the stock in a transaction on 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 sale, the senior vice president owned 9,837 shares in the company, valued at approximately $1,582,871.67. This trade represents a 63.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, major shareholder Susan Ocampo sold 121,067 shares of the business’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total value of $23,011,204.69. Following the transaction, the insider directly owned 4,478,323 shares of the company’s stock, valued at $851,194,852.61. The trade was a 2.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 519,964 shares of company stock valued at $99,832,735 over the last ninety days. 0.36% of the stock is currently owned by corporate insiders.

Institutional Trading of MACOM Technology Solutions

Several hedge funds and other institutional investors have recently bought and sold shares of MTSI. Advisory Services Network LLC purchased a new stake in shares of MACOM Technology Solutions during the 3rd quarter valued at about $25,000. EverSource Wealth Advisors LLC boosted its holdings in MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares during the last quarter. Hantz Financial Services Inc. lifted its stake in shares of MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 134 shares during the period. Smartleaf Asset Management LLC boosted its position in shares of MACOM Technology Solutions by 108.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 150 shares during the last quarter. Finally, Bayforest Capital Ltd bought a new stake in MACOM Technology Solutions in the fourth quarter worth $39,000. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions News Roundup

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

• Positive Sentiment: Q1 results beat consensus — EPS $1.02 vs $0.99 expected and revenue $271.6M (+24.5% YoY), showing solid top‑line growth. MACOM Reports Fiscal First Quarter 2026 Financial Results
• Positive Sentiment: Company issued strong Q2 guidance (EPS $1.050–1.090; revenue $281M–$289M) above street estimates — a clear driver for near‑term earnings re‑rating. Macom’s Q1 results, outlook surpass estimates
• Positive Sentiment: Analysts reacted by raising targets and reiterating buy ratings (Benchmark, Needham, Jefferies, BofA among those increasing objectives), supporting momentum. Analyst price target/upgrade coverage
• Neutral Sentiment: Earnings call and deep dives provide color on demand drivers (data center, telecom, defense/optical) and margin outlook — useful for modeling but not immediate catalysts by themselves. MTSI Q4 Deep Dive
• Negative Sentiment: Major shareholder Susan Ocampo sold 100,000 shares (~$23.0M) in early February — a sizable, disclosed exit that can increase short‑term supply pressure. SEC filing – Ocampo sale
• Negative Sentiment: SVP Donghyun Thomas Hwang sold ~5,274 shares (~$1.19M) recently; recurring executive insider sales may temper sentiment despite strong results. InsiderTrades – SVP sale

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.