MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $240.00 at JPMorgan Chase & Co.

MACOM Technology Solutions (NASDAQ:MTSI) had its target price increased by investment analysts at JPMorgan Chase & Co. from $165.00 to $240.00 in a research note issued on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the semiconductor company’s stock. JPMorgan Chase & Co.‘s price target suggests a potential upside of 1.93% from the stock’s current price.

MTSI has been the topic of several other research reports. Needham & Company LLC reiterated a “buy” rating and set a $250.00 target price on shares of MACOM Technology Solutions in a research report on Friday. Stifel Nicolaus upped their price objective on MACOM Technology Solutions from $215.00 to $255.00 and gave the stock a “buy” rating in a report on Friday. TD Cowen raised their target price on MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. Jefferies Financial Group boosted their target price on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research report on Monday. Finally, Barclays increased their price target on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $220.92.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ MTSI traded up $7.67 during mid-day trading on Friday, hitting $235.47. 1,348,297 shares of the company were exchanged, compared to its average volume of 1,635,270. The stock has a 50 day simple moving average of $193.20 and a 200-day simple moving average of $157.39. MACOM Technology Solutions has a 1-year low of $84.00 and a 1-year high of $240.85. The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31. The firm has a market cap of $17.66 billion, a price-to-earnings ratio of -290.70, a price-to-earnings-growth ratio of 4.01 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 EPS for the quarter, topping 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%. MACOM Technology Solutions’s quarterly revenue was up 24.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, sell-side analysts forecast that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, CEO Stephen G. Daly sold 20,000 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $173.16, for a total transaction of $3,463,200.00. Following the completion of the transaction, the chief executive officer directly owned 54,217 shares of the company’s stock, valued at $9,388,215.72. This trade represents a 26.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Charles R. Bland sold 4,000 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $165.00, for a total value of $660,000.00. Following the completion of the sale, the director directly owned 15,362 shares in the company, valued at approximately $2,534,730. The trade was a 20.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 519,964 shares of company stock valued at $99,832,735 over the last three months. Company insiders own 0.36% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. Global Retirement Partners LLC grew its holdings in shares of MACOM Technology Solutions by 1,291.6% during the fourth quarter. Global Retirement Partners LLC now owns 2,978 shares of the semiconductor company’s stock worth $510,000 after buying an additional 2,764 shares in the last quarter. Larson Financial Group LLC boosted its position in MACOM Technology Solutions by 17.7% during the fourth quarter. Larson Financial Group LLC now owns 492 shares of the semiconductor company’s stock worth $84,000 after acquiring an additional 74 shares during the last quarter. TimesSquare Capital Management LLC grew its stake in MACOM Technology Solutions by 4.1% in the 4th quarter. TimesSquare Capital Management LLC now owns 246,866 shares of the semiconductor company’s stock worth $42,283,000 after acquiring an additional 9,767 shares during the period. Profund Advisors LLC raised its holdings in MACOM Technology Solutions by 3.2% in the 4th quarter. Profund Advisors LLC now owns 4,821 shares of the semiconductor company’s stock valued at $826,000 after acquiring an additional 150 shares during the last quarter. Finally, ProShare Advisors LLC lifted its stake in shares of MACOM Technology Solutions by 24.3% during the 4th quarter. ProShare Advisors LLC now owns 10,718 shares of the semiconductor company’s stock worth $1,836,000 after purchasing an additional 2,093 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions News Roundup

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

• Positive Sentiment: Q1 results beat consensus — EPS $1.02 vs. $0.99 and revenue $271.6M, +24.5% YoY, showing healthy top-line growth and margin strength. Read More.
• Positive Sentiment: Upside Q2 guidance materially above Street — company guided to EPS $1.05–$1.09 and revenue $281M–$289M vs. consensus EPS ≈ $0.93 and revenue ≈ $275M, boosting near-term earnings estimates. Read More.
• Positive Sentiment: Analysts raised targets and reiterated buys after the quarter — Stifel raised target to $255, Truist to $261, Benchmark to $260 and Needham reaffirmed $250, supporting further upside potential. Read More.
• Neutral Sentiment: Deeper coverage and transcripts available — earnings-call transcript and sector deep-dives provide detail on demand drivers (data center, telecom, optical) and margin cadence for investors doing due diligence. Read More.
• Neutral Sentiment: Valuation discussions surfaced — analysts and write-ups are reassessing whether stronger growth and guidance warrant a re-rating; useful context for sizing positions. Read More.
• Negative Sentiment: Major shareholder Susan Ocampo sold 100,000 shares (~$23.0M) recently, reducing her stake ~2.2% — large insider sales can pressure sentiment and be interpreted as liquidity-taking. Read More.
• Negative Sentiment: SVP Donghyun Thomas Hwang sold ~5,274 shares (~$1.19M) — multiple recent insider sales (executive and major shareholder) may temper some investor enthusiasm despite strong results. Read More.

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.