MACOM Technology Solutions (NASDAQ:MTSI) Updates Q2 2026 Earnings Guidance

MACOM Technology Solutions (NASDAQ:MTSI) updated its second quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.050-1.090 for the period, compared to the consensus EPS estimate of 0.930. The company issued revenue guidance of $281.0 million-$289.0 million, compared to the consensus revenue estimate of $275.3 million.

MACOM Technology Solutions Stock Performance

NASDAQ MTSI traded up $12.77 during trading on Thursday, reaching $227.80. The company’s stock had a trading volume of 2,878,717 shares, compared to its average volume of 1,651,308. The firm has a 50 day moving average price of $192.01 and a 200 day moving average price of $156.89. MACOM Technology Solutions has a 12 month low of $84.00 and a 12 month high of $236.80. The firm has a market capitalization of $17.09 billion, a price-to-earnings ratio of -281.23, a price-to-earnings-growth ratio of 4.23 and a beta of 1.44. The company has a current ratio of 3.71, a quick ratio of 2.98 and a debt-to-equity ratio of 0.31.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million during the quarter, compared to the consensus estimate of $269.02 million. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The firm’s quarterly revenue was up 24.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, equities analysts anticipate that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Needham & Company LLC raised their price target on MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Zacks Research downgraded shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Bank of America boosted their target price on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. Barclays upped their price target on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Finally, Stifel Nicolaus lifted their price objective on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a research note on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $196.82.

Insider Activity at MACOM Technology Solutions

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 20,000 shares of the stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $173.16, for a total value of $3,463,200.00. Following the completion of the transaction, the chief executive officer directly owned 54,217 shares in the company, valued at approximately $9,388,215.72. This trade represents a 26.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Donghyun Thomas Hwang sold 5,274 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $226.06, for a total transaction of $1,192,240.44. Following the completion of the transaction, the senior vice president owned 38,604 shares of the company’s stock, valued at approximately $8,726,820.24. This trade represents a 12.02% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 495,181 shares of company stock worth $89,546,407. Corporate insiders own 0.36% of the company’s stock.

MACOM Technology Solutions News Summary

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

• Positive Sentiment: Q1 beat — MACOM reported EPS of $1.02 vs. consensus $0.99 and revenue of $271.6M (up ~24.5% YoY), signaling healthy demand and margin leverage. MarketBeat: MACOM Q1 results & transcript
• Positive Sentiment: Raised Q2 guidance — the company set EPS guidance of $1.05–$1.09 (well above the ~$0.93 consensus) and revenue guidance of $281M–$289M (above consensus), which materially improves near-term expectations. GlobeNewswire: MACOM fiscal Q1 2026 results
• Positive Sentiment: Analyst support — several firms raised price targets and reiterated buys (Jefferies, BofA among them), helping reinforce the rally and signaling institutional conviction. MSN: price target increases for MTSI
• Neutral Sentiment: Conference call and investor material available — management commentary on order trends, product mix and margin outlook will be the next read-through for investors; listen/see the slides for detail. MarketBeat: Listen to Conference Call
• Neutral Sentiment: Sector context — broader semiconductor/AI/data-center demand narratives are supportive but subject to cyclicality; previews flagged MACOM as a beneficiary of 5G and data-center spending. Zacks: semiconductor earnings preview
• Negative Sentiment: Insider selling — an SVP sold 5,274 shares (~$1.19M) disclosed in an SEC filing; while not unusual for executives to diversify, such sales can be perceived negatively by some investors. InsiderTrades: SVP sale disclosure

Institutional Trading of MACOM Technology Solutions

Several large investors have recently modified their holdings of the stock. Coldstream Capital Management Inc. lifted its position in shares of MACOM Technology Solutions by 3.5% during the 3rd quarter. Coldstream Capital Management Inc. now owns 3,571 shares of the semiconductor company’s stock valued at $445,000 after acquiring an additional 121 shares during the period. Danske Bank A S bought a new stake in MACOM Technology Solutions in the third quarter valued at $100,000. Advisory Services Network LLC acquired a new position in shares of MACOM Technology Solutions during the third quarter valued at about $25,000. CANADA LIFE ASSURANCE Co boosted its position in shares of MACOM Technology Solutions by 4.9% during the 3rd quarter. CANADA LIFE ASSURANCE Co now owns 50,757 shares of the semiconductor company’s stock worth $6,257,000 after purchasing an additional 2,383 shares in the last quarter. Finally, Scientech Research LLC bought a new position in shares of MACOM Technology Solutions during the 3rd quarter worth about $585,000. 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.