MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $375.00

MACOM Technology Solutions (NASDAQ:MTSI) had its target price lifted by Truist Financial from $261.00 to $375.00 in a research note issued to investors on Friday morning,Benzinga reports. The firm currently has a buy rating on the semiconductor company’s stock.

Several other analysts have also recently issued reports on the stock. Jefferies Financial Group upped their target price on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. JPMorgan Chase & Co. upped their target price on shares of MACOM Technology Solutions from $165.00 to $240.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. Wall Street Zen cut shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Bank of America upped their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Finally, Loop Capital started coverage on shares of MACOM Technology Solutions in a research report on Friday, April 10th. They set a “buy” rating and a $300.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently 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. The firm’s 50-day moving average price is $249.02 and its 200-day moving average price 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 stock has a market capitalization of $27.46 billion, a price-to-earnings ratio of 155.79, a P/E/G ratio of 3.40 and a beta of 1.60. MACOM Technology Solutions has a 12-month low of $117.17 and a 12-month high of $364.00.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.02. The firm had revenue of $288.96 million for the quarter, compared to analysts’ expectations of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The business’s revenue was up 22.5% compared to the same quarter last year. During the same period in the prior year, the company earned $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities research analysts anticipate that MACOM Technology Solutions will post 3.2 EPS for the current fiscal year.

Insider Buying and Selling

In related news, major shareholder Susan Ocampo sold 261,763 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total value of $66,600,360.09. Following the sale, the insider directly owned 3,759,895 shares of the company’s stock, valued at $956,630,084.85. This represents a 6.51% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO Robert Dennehy sold 18,398 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $245.25, for a total transaction of $4,512,109.50. Following the completion of the sale, the chief operating officer directly owned 12,864 shares in the company, valued at $3,154,896. This trade represents a 58.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 551,557 shares of company stock worth $137,590,774 over the last three months. 0.36% of the stock is currently owned by company insiders.

Institutional Trading of MACOM Technology Solutions

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Whale Rock Capital Management LLC bought a new position in MACOM Technology Solutions in the 4th quarter worth about $134,164,000. Wellington Management Group LLP grew its stake in MACOM Technology Solutions by 180.6% in the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after acquiring an additional 634,903 shares in the last quarter. Bessemer Group Inc. grew its stake in MACOM Technology Solutions by 170,782.0% in the 4th quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock worth $97,465,000 after acquiring an additional 568,704 shares in the last quarter. Norges Bank bought a new position in MACOM Technology Solutions in the 4th quarter worth about $97,397,000. Finally, Rafferty Asset Management LLC bought a new position in MACOM Technology Solutions in the 3rd quarter worth about $67,486,000. 76.14% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about MACOM Technology Solutions

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.