MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) have been assigned a consensus rating of “Moderate Buy” from the thirteen ratings firms that are covering the company, MarketBeat.com reports. Three analysts have rated the stock with a hold recommendation, eight have given a buy recommendation and two have assigned a strong buy recommendation to the company. The average twelve-month target price among analysts that have issued a report on the stock in the last year is $321.3636.

A number of research firms have commented on MTSI. Susquehanna lifted their price objective on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Truist Financial lifted their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Barclays lifted their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. Loop Capital began coverage on shares of MACOM Technology Solutions in a report on Friday, April 10th. They issued a “buy” rating and a $300.00 price objective for the company. Finally, Benchmark lifted their price objective on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a report on Friday, February 6th.

MACOM Technology Solutions News Summary

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

• Positive Sentiment: Zacks Research raised several forward EPS estimates for MACOM, including FY2026, FY2027, FY2028, and multiple quarterly forecasts, reinforcing the view that earnings are still expected to grow. MACOM Technology Solutions Holdings, Inc. Free Report
• Positive Sentiment: Wall Street sentiment remains constructive, with Zacks maintaining a Strong-Buy rating and other recent analysts also issuing buy ratings, which can support the stock over time. MACOM Technology Solutions Holdings, Inc. Free Report
• Neutral Sentiment: Recent comments point to broad semiconductor-sector volatility and “sell the strength” behavior after MACOM’s earlier earnings-driven rally, suggesting today’s weakness is largely a momentum reset rather than a change in fundamentals. Quiver Quantitative article
• Negative Sentiment: Insider selling has been heavy over the past six months, and recent filings may be adding to near-term supply concerns even if the trades were planned. Quiver Quantitative article

MACOM Technology Solutions Trading Down 6.8%

MTSI opened at $364.64 on Friday. The firm has a market capitalization of $27.82 billion, a P/E ratio of 157.85, a P/E/G ratio of 2.99 and a beta of 1.60. The firm’s 50 day moving average is $296.10 and its 200-day moving average is $234.92. MACOM Technology Solutions has a 52-week low of $118.16 and a 52-week high of $418.90. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The company had revenue of $288.96 million for the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The business’s quarterly revenue was up 22.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Analysts expect that MACOM Technology Solutions will post 3.68 EPS for the current fiscal year.

Insider Transactions at MACOM Technology Solutions

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 3,718 shares of MACOM Technology Solutions stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $276.74, for a total value of $1,028,919.32. Following the completion of the transaction, the senior vice president owned 34,886 shares of the company’s stock, valued at $9,654,351.64. The trade was a 9.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Geoffrey G. Ribar sold 1,623 shares of MACOM Technology Solutions stock in a transaction on Monday, May 11th. The stock was sold at an average price of $361.84, for a total transaction of $587,266.32. Following the completion of the transaction, the director directly owned 12,563 shares of the company’s stock, valued at approximately $4,545,795.92. This represents a 11.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 59,648 shares of company stock valued at $21,966,111 over the last quarter. Insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of hedge funds have recently added to or reduced their stakes in the stock. Northwestern Mutual Investment Management Company LLC lifted its stake in MACOM Technology Solutions by 0.4% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock valued at $2,454,000 after buying an additional 53 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. lifted its stake in MACOM Technology Solutions by 2.3% in the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock valued at $479,000 after buying an additional 62 shares during the last quarter. Meeder Advisory Services Inc. lifted its stake in MACOM Technology Solutions by 3.5% in the fourth quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock valued at $324,000 after buying an additional 63 shares during the last quarter. O Shaughnessy Asset Management LLC lifted its stake in MACOM Technology Solutions by 2.4% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock valued at $467,000 after buying an additional 63 shares during the last quarter. Finally, Merit Financial Group LLC lifted its stake in MACOM Technology Solutions by 3.9% in the third quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock valued at $228,000 after buying an additional 68 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors.

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.