MACOM Technology Solutions (NASDAQ:MTSI) Upgraded by Wall Street Zen to Buy Rating

Wall Street Zen upgraded shares of MACOM Technology Solutions (NASDAQ:MTSI) from a hold rating to a buy rating in a research note issued to investors on Saturday morning.

Several other research analysts also recently commented on MTSI. Truist Financial increased their price objective 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 increased their price objective on MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Benchmark increased their price objective on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Barclays increased their price objective on MACOM Technology Solutions from $265.00 to $400.00 and gave the company an “overweight” rating in a research note on Friday, May 8th. Finally, Jefferies Financial Group increased their price objective on MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $316.82.

MACOM Technology Solutions Trading Down 2.1%

Shares of MTSI stock opened at $375.60 on Friday. 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 cap of $28.66 billion, a price-to-earnings ratio of 162.60, a PEG ratio of 3.44 and a beta of 1.60. The stock has a 50 day simple moving average of $263.86 and a 200-day simple moving average of $218.96. MACOM Technology Solutions has a 1-year low of $118.16 and a 1-year high of $401.24.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The business had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. During the same period in the prior year, the company posted $0.85 EPS. The business’s quarterly revenue was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities research analysts expect that MACOM Technology Solutions will post 3.3 EPS for the current fiscal year.

Insider Buying and Selling

In other MACOM Technology Solutions news, Director John Ritchie sold 1,573 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $255.00, for a total value of $401,115.00. Following the completion of the sale, the director directly owned 8,690 shares in the company, valued at $2,215,950. This represents a 15.33% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Geoffrey G. Ribar sold 1,623 shares of the company’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $361.84, for a total value of $587,266.32. Following the completion of the sale, the director owned 12,563 shares of the company’s stock, valued at approximately $4,545,795.92. The trade was a 11.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 434,103 shares of company stock worth $109,578,263 over the last quarter. Corporate insiders own 0.36% of the company’s stock.

Institutional Trading of MACOM Technology Solutions

Large investors have recently added to or reduced their stakes in the stock. Advisors Asset Management Inc. grew its holdings in shares of MACOM Technology Solutions by 49.7% during the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after purchasing an additional 161 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of MACOM Technology Solutions by 9.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock worth $15,778,000 after purchasing an additional 13,215 shares during the period. Focus Partners Wealth grew its holdings in shares of MACOM Technology Solutions by 121.3% during the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after purchasing an additional 3,694 shares during the period. Cetera Investment Advisers purchased a new position in shares of MACOM Technology Solutions during the 2nd quarter worth $372,000. Finally, Marshall Wace LLP purchased a new position in shares of MACOM Technology Solutions during the 2nd quarter worth $544,000. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting MACOM Technology Solutions

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

• Positive Sentiment: MACOM reported stronger-than-expected fiscal Q2 results, with EPS of $1.09 topping estimates and revenue of $288.96 million also beating forecasts; revenue rose 22.5% year over year, reinforcing momentum in the business.
• Positive Sentiment: The company lifted Q3 2026 guidance to $1.31-$1.37 in EPS, signaling management confidence that recent demand trends can continue.
• Positive Sentiment: Analysts turned more constructive after earnings, including Truist raising its price target to $375 and keeping a buy rating, while Zacks Research upgraded the stock to strong-buy.
• Positive Sentiment: Zacks also highlighted MTSI as a high-efficiency and momentum name, which can attract additional trader interest. Article Title
• Neutral Sentiment: Insider selling by directors Charles R. Bland and Geoffrey Ribar may be a mild overhang, but the sales were relatively small versus their remaining holdings and occurred after the stock’s sharp rally.
• Neutral Sentiment: One Seeking Alpha piece argued the growth story may not justify the stock’s premium valuation, which could temper upside if investors start focusing more on price than execution. Article Title

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.