MACOM Technology Solutions (MTSI) Set to Post Earnings on Thursday

MACOM Technology Solutions (NASDAQ:MTSI) is expected to be posting its Q4 2026 results before the market opens on Thursday, November 5th. Analysts expect the company to post earnings of $2.00 per share and revenue of $420.38 million for the quarter. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Parties are encouraged to explore the company’s upcoming Q4 2026 earnings summary page for the latest details on the call scheduled for Thursday, November 5, 2026 at 8:30 AM ET.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%. The firm had revenue of $342.24 million during the quarter, compared to the consensus estimate of $336.08 million. The business’s revenue was up 35.8% compared to the same quarter last year. During the same period last year, the business posted $0.90 EPS. On average, analysts expect MACOM Technology Solutions to post $4.26 EPS for the current fiscal year and $7.23 EPS for the next fiscal year.

MACOM Technology Solutions Stock Down 5.2%

Shares of NASDAQ:MTSI opened at $222.18 on Tuesday. The company has a market capitalization of $16.97 billion, a price-to-earnings ratio of 71.44, a P/E/G ratio of 0.85 and a beta of 1.77. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78. The business’s 50-day moving average is $275.00 and its 200-day moving average is $282.84. MACOM Technology Solutions has a 1 year low of $144.06 and a 1 year high of $418.90.

Insider Activity

In other news, COO Robert Dennehy sold 252 shares of the stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $275.20, for a total transaction of $69,350.40. Following the transaction, the chief operating officer owned 12,758 shares of the company’s stock, valued at $3,511,001.60. This represents a 1.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the transaction, the chief financial officer directly owned 33,583 shares in the company, valued at $10,950,744.64. This trade represents a 18.03% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 9,321 shares of company stock worth $2,917,644. Company insiders own 0.36% of the company’s stock.

Analyst Upgrades and Downgrades

MTSI has been the subject of several recent analyst reports. Benchmark started coverage on MACOM Technology Solutions in a research note on Thursday, August 13th. They set a “buy” rating and a $375.00 target price for the company. Needham & Company LLC boosted their price target on MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Monday, August 24th. Susquehanna cut their price target on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a report on Tuesday, July 21st. Finally, Weiss Ratings downgraded shares of MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday, August 21st. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $338.08.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions Holdings, Inc develops and manufactures high-performance semiconductor products for applications involving radio frequency, microwave, millimeter-wave, analog, mixed-signal and optical technologies. Its offerings include integrated circuits, discrete components, modules and semiconductor devices designed to support communications, connectivity and sensing systems.

The company serves markets including telecommunications, data centers, aerospace and defense, industrial, automotive and consumer applications.