MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $350.00

MACOM Technology Solutions (NASDAQ:MTSI) had its price target raised by Susquehanna from $300.00 to $350.00 in a report published on Friday,Benzinga reports. The firm currently has a neutral rating on the semiconductor company’s stock.

Several other brokerages also recently weighed in on MTSI. Zacks Research downgraded shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Loop Capital initiated coverage on shares of MACOM Technology Solutions in a research note on Friday, April 10th. They set a “buy” rating and a $300.00 price objective on the stock. Truist Financial raised their price objective on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Bank of America raised their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Finally, Wall Street Zen cut shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $316.82.

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $359.88 on Friday. MACOM Technology Solutions has a twelve month low of $117.17 and a twelve month high of $364.00. The company’s 50 day moving average is $249.02 and its 200 day moving average is $209.70. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29. The company has a market cap of $27.46 billion, a PE ratio of 155.79, a price-to-earnings-growth ratio of 3.40 and a beta of 1.60.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly 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 net margin of 16.46% and a return on equity of 16.01%. The company had revenue of $288.96 million for the quarter, compared to the consensus estimate of $285.20 million. During the same quarter in the prior year, the company earned $0.85 EPS. MACOM Technology Solutions’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, sell-side analysts forecast that MACOM Technology Solutions will post 3.2 EPS for the current year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 3,718 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the sale, the senior vice president owned 34,886 shares of the company’s stock, valued at $9,654,351.64. This trade represents a 9.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Geoffrey G. Ribar sold 2,244 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $253.59, for a total transaction of $569,055.96. Following the completion of the sale, the director directly owned 13,410 shares in the company, valued at $3,400,641.90. This represents a 14.33% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 551,557 shares of company stock worth $137,590,774. 0.36% of the stock is currently owned by insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of institutional investors have recently added to or reduced their stakes in MTSI. Advisory Services Network LLC acquired a new stake in MACOM Technology Solutions in the 3rd quarter valued at $25,000. EverSource Wealth Advisors LLC grew its stake in MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 93 shares during the period. Measured Wealth Private Client Group LLC acquired a new stake in MACOM Technology Solutions in the 4th quarter valued at $30,000. GHP Investment Advisors Inc. acquired a new stake in MACOM Technology Solutions in the 1st quarter valued at $31,000. Finally, Smartleaf Asset Management LLC grew its stake in MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 150 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions News Summary

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

• Positive Sentiment: MACOM reported fiscal Q2 revenue of about $289 million, up 22.5% year over year, and adjusted EPS of $1.09, both ahead of estimates. MACOM Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: The company’s fiscal Q3 outlook was notably stronger than expected, with revenue guidance of $331 million to $339 million and adjusted EPS guidance of $1.31 to $1.37, reinforcing optimism about accelerating growth. MACOM Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Several brokerages boosted price targets, including Barclays to $400, Needham to $400, and Truist to $375, which suggests analysts see more upside despite the recent run-up in the stock. Analyst price target updates via Benzinga
• Neutral Sentiment: JPMorgan and Susquehanna also raised targets, but kept neutral ratings, indicating they see fair value near current levels rather than a clear bearish case. Analyst price target updates via Benzinga

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.