Truist Financial Issues Positive Forecast for MACOM Technology Solutions (NASDAQ:MTSI) Stock Price

MACOM Technology Solutions (NASDAQ:MTSI) had its price objective raised by Truist Financial from $200.00 to $261.00 in a research report report published on Friday,Benzinga reports. The brokerage currently has a buy rating on the semiconductor company’s stock.

A number of other research firms have also commented on MTSI. Bank of America boosted their price target on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. Needham & Company LLC reissued a “buy” rating and issued a $250.00 target price on shares of MACOM Technology Solutions in a report on Friday. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Benchmark boosted their price objective on MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research note on Friday. Finally, Barclays increased their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $220.92.

MACOM Technology Solutions Price Performance

Shares of MTSI stock opened at $235.87 on Friday. The stock’s fifty day simple moving average is $194.41 and its 200 day simple moving average is $158.05. MACOM Technology Solutions has a one year low of $84.00 and a one year high of $240.85. The firm has a market cap of $17.69 billion, a price-to-earnings ratio of 110.74, a P/E/G ratio of 4.25 and a beta of 1.44. The company has a debt-to-equity ratio of 0.30, a current ratio of 3.96 and a quick ratio of 2.98.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The company had revenue of $271.61 million during the quarter, compared to analysts’ expectations of $269.02 million. During the same period last year, the business earned $0.79 earnings per share. The business’s revenue was up 24.5% on a year-over-year basis. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, analysts expect that MACOM Technology Solutions will post 2.43 earnings per share for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 5,274 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were 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 owned 38,604 shares in the company, valued at approximately $8,726,820.24. The trade was a 12.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Ambra R. Roth sold 17,268 shares of the stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $160.91, for a total value of $2,778,593.88. Following the completion of the transaction, the senior vice president directly owned 9,837 shares in the company, valued at approximately $1,582,871.67. This trade represents a 63.71% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 519,964 shares of company stock valued at $99,832,735. 0.36% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Norges Bank bought a new position in MACOM Technology Solutions during the second quarter worth about $113,936,000. Wellington Management Group LLP raised its position in shares of MACOM Technology Solutions by 180.6% in the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock valued at $122,802,000 after acquiring an additional 634,903 shares during the period. Bessemer Group Inc. raised its position in shares of MACOM Technology Solutions by 170,782.0% in the 4th quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock valued at $97,465,000 after acquiring an additional 568,704 shares during the period. Rafferty Asset Management LLC bought a new position in MACOM Technology Solutions during the 3rd quarter worth approximately $67,486,000. Finally, FengHe Fund Management Pte. Ltd. acquired a new position in MACOM Technology Solutions during the fourth quarter valued at approximately $90,663,000. Institutional investors own 76.14% 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 — EPS $1.02 vs. $0.99 and revenue $271.6M, +24.5% YoY, showing healthy top-line growth and margin strength. Read More.
• Positive Sentiment: Upside Q2 guidance materially above Street — company guided to EPS $1.05–$1.09 and revenue $281M–$289M vs. consensus EPS ≈ $0.93 and revenue ≈ $275M, boosting near-term earnings estimates. Read More.
• Positive Sentiment: Analysts raised targets and reiterated buys after the quarter — Stifel raised target to $255, Truist to $261, Benchmark to $260 and Needham reaffirmed $250, supporting further upside potential. Read More.
• Neutral Sentiment: Deeper coverage and transcripts available — earnings-call transcript and sector deep-dives provide detail on demand drivers (data center, telecom, optical) and margin cadence for investors doing due diligence. Read More.
• Neutral Sentiment: Valuation discussions surfaced — analysts and write-ups are reassessing whether stronger growth and guidance warrant a re-rating; useful context for sizing positions. Read More.
• Negative Sentiment: Major shareholder Susan Ocampo sold 100,000 shares (~$23.0M) recently, reducing her stake ~2.2% — large insider sales can pressure sentiment and be interpreted as liquidity-taking. Read More.
• Negative Sentiment: SVP Donghyun Thomas Hwang sold ~5,274 shares (~$1.19M) — multiple recent insider sales (executive and major shareholder) may temper some investor enthusiasm despite strong results. Read More.

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.