Truist Financial Raises MACOM Technology Solutions (NASDAQ:MTSI) Price Target to $375.00

MACOM Technology Solutions (NASDAQ:MTSI) had its price target lifted by Truist Financial from $261.00 to $375.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the semiconductor company’s stock. Truist Financial’s target price indicates a potential upside of 6.66% from the company’s current price.

MTSI has been the topic of a number of other research reports. Benchmark upped their target price on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Stifel Nicolaus upped their target price on MACOM Technology Solutions from $255.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Bank of America upped their target price on MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Wall Street Zen lowered MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Needham & Company LLC upped their target price on MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and a consensus target price of $307.27.

MACOM Technology Solutions Price Performance

MTSI stock traded up $7.12 during midday trading on Friday, hitting $351.59. 625,608 shares of the stock were exchanged, compared to its average volume of 1,298,327. The stock’s 50-day moving average price is $249.02 and its 200-day moving average price is $209.70. The stock has a market cap of $26.37 billion, a price-to-earnings ratio of 165.46, a PEG ratio of 5.15 and a beta of 1.60. MACOM Technology Solutions has a fifty-two week low of $117.17 and a fifty-two week high of $364.00. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The firm had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. During the same period in the previous year, the firm posted $0.85 EPS. The company’s quarterly revenue was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Research analysts predict that MACOM Technology Solutions will post 3.2 earnings per share for the current year.

Insider Buying and Selling

In other MACOM Technology Solutions news, COO Robert Dennehy sold 18,398 shares of the business’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $245.25, for a total value of $4,512,109.50. Following the completion of the transaction, the chief operating officer directly owned 12,864 shares in the company, valued at approximately $3,154,896. The trade was a 58.85% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO John Kober sold 7,196 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.07, for a total value of $1,749,131.72. Following the completion of the transaction, the chief financial officer owned 48,508 shares of the company’s stock, valued at $11,790,839.56. This trade represents a 12.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 551,557 shares of company stock worth $137,590,774 in the last three months. 0.36% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of MTSI. Advisors Asset Management Inc. raised its holdings 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 valued at $49,000 after acquiring an additional 161 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in MACOM Technology Solutions by 9.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after acquiring an additional 13,215 shares during the last quarter. Focus Partners Wealth raised its holdings in MACOM Technology Solutions by 121.3% in the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after acquiring an additional 3,694 shares during the last quarter. Cetera Investment Advisers acquired a new position in MACOM Technology Solutions in the 2nd quarter valued at $372,000. Finally, Marshall Wace LLP acquired a new position in MACOM Technology Solutions in the 2nd quarter valued at $544,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about MACOM Technology Solutions

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

• Positive Sentiment: Q2 results and Q3 guide beat expectations — revenue $289M (up 22.5% YoY), adjusted EPS $1.09 with ~58.5% adjusted gross margin; Q3 guidance of $331–339M revenue and $1.31–1.37 adjusted EPS well above consensus, underpinning the rally. MACOM Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Needham raised its price target to $400 and maintained a Buy — a sizable upgrade that supports further multiple expansion expectations for this high‑margin growth semiconductor name. Needham upgrade coverage
• Positive Sentiment: Barclays raised its target to $400 and set an Overweight rating — adds institutional support for the stock after the company’s strong quarter and outlook. Barclays raises target
• Neutral Sentiment: Susquehanna lifted its target to $350 but kept a Neutral rating — a modest raise that signals some valuation caution despite better fundamentals. Susquehanna coverage
• Neutral Sentiment: Analyst and media write-ups (Zacks, MarketBeat summaries, earnings transcript) highlight key metrics and margin strength — useful detail for investors assessing sustainability of growth but not new facts beyond the release. Zacks metrics analysis
• Negative Sentiment: Extensive insider selling reported in the days around the quarter — many executive and insider dispositions (no recent insider purchases) could be a near‑term sentiment headwind if investors view sales as signaling concerns or profit taking. QuiverQuant insider selling coverage

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.