MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $255.00 at Stifel Nicolaus

MACOM Technology Solutions (NASDAQ:MTSI) had its target price boosted by Stifel Nicolaus from $215.00 to $255.00 in a research note issued to investors on Friday,Benzinga reports. Stifel Nicolaus currently has a buy rating on the semiconductor company’s stock.

Several other equities research analysts have also recently issued reports on MTSI. Benchmark lifted their target price on MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a report on Friday. TD Cowen increased their target price on MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Susquehanna initiated coverage on shares of MACOM Technology Solutions in a research report on Monday, December 15th. They issued a “neutral” rating and a $200.00 price target on the stock. Barclays increased their price objective on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Finally, Needham & Company LLC restated a “buy” rating and set a $250.00 target price on shares of MACOM Technology Solutions in a research report on Friday. One investment 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 stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $220.92.

MACOM Technology Solutions Stock Up 3.5%

NASDAQ MTSI opened at $235.87 on Friday. MACOM Technology Solutions has a 12 month low of $84.00 and a 12 month high of $240.85. The company has a current ratio of 3.96, a quick ratio of 2.98 and a debt-to-equity ratio of 0.30. The stock has a market cap of $17.69 billion, a PE ratio of 110.74, a P/E/G ratio of 4.25 and a beta of 1.44. The stock’s 50 day moving average is $194.41 and its 200 day moving average is $158.05.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.99 by $0.03. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The firm had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. During the same quarter last year, the business posted $0.79 earnings per share. The company’s revenue for the quarter was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Research analysts predict that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

Insider Activity

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 5,274 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was 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 in the company, valued at $8,726,820.24. The trade was a 12.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 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 transaction, the director directly owned 15,362 shares in the company, valued at approximately $2,534,730. This represents a 20.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 519,964 shares of company stock worth $99,832,735 in the last ninety days. 0.36% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Ethic Inc. purchased a new stake in MACOM Technology Solutions during the 3rd quarter worth approximately $1,208,000. Deltec Asset Management LLC purchased a new position in shares of MACOM Technology Solutions in the third quarter worth $1,429,000. Massachusetts Financial Services Co. MA lifted its stake in shares of MACOM Technology Solutions by 205.3% during the third quarter. Massachusetts Financial Services Co. MA now owns 390,450 shares of the semiconductor company’s stock worth $48,607,000 after buying an additional 262,557 shares during the period. New York State Common Retirement Fund increased its position in shares of MACOM Technology Solutions by 3.9% in the 3rd quarter. New York State Common Retirement Fund now owns 354,494 shares of the semiconductor company’s stock valued at $44,131,000 after acquiring an additional 13,321 shares during the period. Finally, Pacer Advisors Inc. increased its position in shares of MACOM Technology Solutions by 350.4% in the 3rd quarter. Pacer Advisors Inc. now owns 11,286 shares of the semiconductor company’s stock valued at $1,405,000 after acquiring an additional 8,780 shares during the period. 76.14% of the stock is owned by institutional investors.

Key Stories Impacting MACOM Technology Solutions

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.