Needham & Company LLC Issues Positive Forecast for MACOM Technology Solutions (NASDAQ:MTSI) Stock Price

MACOM Technology Solutions (NASDAQ:MTSI) had its target price upped by equities research analysts at Needham & Company LLC from $400.00 to $410.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has a “buy” rating on the semiconductor company’s stock. Needham & Company LLC’s price target would suggest a potential upside of 36.14% from the company’s previous close.

Other research analysts also recently issued research reports about the company. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. Susquehanna decreased their price objective on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a report on Tuesday, July 21st. Stifel Nicolaus increased their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. JPMorgan Chase & Co. boosted their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Finally, Barclays upped 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. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $331.36.

MACOM Technology Solutions Price Performance

NASDAQ:MTSI traded up $37.69 during trading hours on Thursday, reaching $301.15. 2,929,011 shares of the company were exchanged, compared to its average volume of 1,476,631. The business has a 50 day moving average of $328.14 and a 200 day moving average of $286.07. MACOM Technology Solutions has a 1-year low of $118.16 and a 1-year high of $418.90. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. The company has a market capitalization of $22.98 billion, a P/E ratio of 130.37, a P/E/G ratio of 2.24 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, beating the consensus estimate of $1.35 by $0.05. The firm had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $335.53 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company’s quarterly revenue was up 35.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Research analysts forecast that MACOM Technology Solutions will post 3.68 EPS for the current year.

Insider Transactions at MACOM Technology Solutions

In related news, Director Peter Y. Chung sold 43,268 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the completion of the sale, the director directly owned 6,781 shares of the company’s stock, valued at approximately $2,564,574.20. This trade represents a 86.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO John Kober sold 7,644 shares of the business’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $359.25, for a total value of $2,746,107.00. Following the completion of the transaction, the chief financial officer directly owned 40,972 shares in the company, valued at approximately $14,719,191. This represents a 15.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 74,378 shares of company stock worth $27,732,022. 0.36% of the stock is owned by insiders.

Institutional Trading of MACOM Technology Solutions

Several hedge funds have recently added to or reduced their stakes in the stock. Advisory Services Network LLC purchased a new stake in shares of MACOM Technology Solutions during the 3rd quarter worth approximately $25,000. Measured Wealth Private Client Group LLC purchased a new position in MACOM Technology Solutions in the fourth quarter valued at approximately $30,000. GHP Investment Advisors Inc. purchased a new position in MACOM Technology Solutions in the first quarter valued at approximately $31,000. Bayforest Capital Ltd purchased a new stake in MACOM Technology Solutions in the fourth quarter worth $39,000. Finally, Clearstead Advisors LLC grew its stake in shares of MACOM Technology Solutions by 156.5% during the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 144 shares during the period. Institutional investors own 76.14% of the company’s stock.

Trending Headlines about MACOM Technology Solutions

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

• Positive Sentiment: Quarterly results beat estimates: MACOM reported fiscal Q3 earnings of $1.40 per share, versus the $1.34–$1.35 consensus range, while revenue reached $342.24 million, above expectations of approximately $335.5 million. Revenue increased 35.8% year over year, and EPS rose from $0.90 in the prior-year quarter. MACOM Reports Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: Q4 outlook substantially exceeded forecasts: Management guided to fourth-quarter EPS of $1.97–$2.03, compared with the $1.49 analyst consensus, and revenue of $415 million–$425 million, versus expectations of $364.1 million. The outlook implies continued strong momentum and was the primary catalyst for investor optimism. M/A-Com Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Growth drivers remain favorable: Recent commentary highlighted demand from AI data-center optical infrastructure and defense electronics. Prior-quarter data showed Data Center revenue up 36% year over year and Industrial & Defense revenue up 22%, supporting the company’s broader growth narrative. From Radar To AI Data Centers
• Neutral Sentiment: Valuation remains a consideration: Despite strong operating momentum, MTSI trades at a high earnings multiple, making the stock sensitive to execution and future-growth expectations. Investors will likely focus on whether the strong Q4 forecast can be delivered.

About MACOM Technology Solutions

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.