Analysts Set MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Price Target at $331.36

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has earned a consensus rating of “Moderate Buy” from the fourteen research firms that are currently covering the firm, MarketBeat reports. Four research analysts have rated the stock with a hold rating, nine have assigned a buy rating and one has given a strong buy rating to the company. The average 12 month price target among analysts that have issued a report on the stock in the last year is $331.3636.

Several research analysts have recently commented on the company. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday. Truist Financial lifted their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Needham & Company LLC boosted their target price on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday. JPMorgan Chase & Co. boosted their target price on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Finally, Zacks Research lowered shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 24th.

MACOM Technology Solutions Price Performance

NASDAQ:MTSI opened at $310.82 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78. MACOM Technology Solutions has a 1-year low of $118.16 and a 1-year high of $418.90. The company has a 50-day moving average of $325.26 and a 200 day moving average of $287.27. The firm has a market cap of $23.71 billion, a PE ratio of 99.94, a price-to-earnings-growth ratio of 1.99 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping 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 $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The company’s revenue was up 35.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, research analysts anticipate that MACOM Technology Solutions will post 3.68 EPS for the current fiscal year.

More MACOM Technology Solutions News

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

• Positive Sentiment: Fiscal Q3 2026 earnings per share rose to $1.40 from $0.90 a year earlier, beating the $1.34–$1.35 analyst consensus. Revenue increased 35.8% year over year to $342.24 million, also exceeding expectations of approximately $335.5 million. MTSI Q3 Earnings Surpass Expectations, Revenues Rise Y/Y
• Positive Sentiment: MACOM issued fiscal Q4 EPS guidance of $1.97–$2.03 and revenue guidance of $415 million–$425 million, far above consensus estimates of $1.49 and $364.1 million, respectively. MTSI Q3 Earnings Call Highlights Data Center Growth Outlook
• Positive Sentiment: Management highlighted accelerating data-center demand, record bookings and greater operating leverage, suggesting that growth may continue beyond the latest quarter. MACOM Reports Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: Needham raised its price target from $400 to $410 and maintained a Buy rating. Analysts overall maintain a “Moderate Buy” consensus, reinforcing bullish sentiment. MACOM Receives Moderate Buy Consensus
• Neutral Sentiment: At approximately $310.82, MTSI remains well below its 52-week high of $418.90 but trades at a lofty trailing P/E ratio of about 135, leaving the shares sensitive to any slowdown in data-center growth or guidance.

Insider Activity

In related news, CEO Stephen G. Daly sold 15,828 shares of the stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the sale, the chief executive officer owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This represents a 29.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the firm’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the sale, the senior vice president owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This trade represents a 8.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 72,755 shares of company stock worth $27,144,756 over the last 90 days. 0.36% of the stock is currently owned by insiders.

Institutional Trading of MACOM Technology Solutions

A number of institutional investors have recently made changes to their positions in the business. Advisory Services Network LLC purchased a new stake in MACOM Technology Solutions in the third quarter valued at about $25,000. Measured Wealth Private Client Group LLC acquired a new stake in MACOM Technology Solutions in the fourth quarter worth about $30,000. GHP Investment Advisors Inc. purchased a new stake in shares of MACOM Technology Solutions during the first quarter worth about $31,000. Bayforest Capital Ltd purchased a new stake in shares of MACOM Technology Solutions during the fourth quarter worth about $39,000. Finally, Clearstead Advisors LLC increased its holdings in shares of MACOM Technology Solutions by 156.5% during the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 144 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

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.