MACOM Technology Solutions (NASDAQ:MTSI) Rating Increased to Buy at Wall Street Zen

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

A number of other brokerages also recently issued reports on MTSI. Loop Capital initiated coverage on MACOM Technology Solutions in a report on Friday, April 10th. They set a “buy” rating and a $300.00 price target on the stock. Barclays boosted their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, May 22nd. Needham & Company LLC upped their target price on MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a report on Thursday. Stifel Nicolaus raised their price target on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Finally, HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $331.36.

MACOM Technology Solutions Trading Up 3.0%

Shares of MTSI opened at $310.82 on Friday. The stock has a market capitalization of $23.72 billion, a P/E ratio of 99.94, a PEG ratio of 2.55 and a beta of 1.70. The company has a quick ratio of 5.84, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. The firm has a fifty day simple moving average of $325.26 and a two-hundred day simple moving average of $286.80. MACOM Technology Solutions has a twelve month low of $118.16 and a twelve month high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.35 by $0.05. The firm had revenue of $342.24 million for the quarter, compared to analysts’ expectations of $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The company’s revenue for the quarter was up 35.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, research analysts anticipate that MACOM Technology Solutions will post 3.68 EPS for the current year.

Insider Transactions at MACOM Technology Solutions

In related news, Director Peter Y. Chung sold 43,268 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the sale, the director directly owned 6,781 shares in the company, valued at $2,564,574.20. The trade was a 86.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the company’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the sale, the senior vice president directly owned 29,756 shares in the company, valued at approximately $11,422,435.72. The trade was a 8.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 74,378 shares of company stock worth $27,732,022. 0.36% of the stock is owned by insiders.

Institutional Trading of MACOM Technology Solutions

Hedge funds have recently modified their holdings of the business. Swedbank AB purchased a new stake in MACOM Technology Solutions in the first quarter worth about $13,059,000. Principal Financial Group Inc. lifted its holdings in shares of MACOM Technology Solutions by 41.7% during the first quarter. Principal Financial Group Inc. now owns 195,148 shares of the semiconductor company’s stock valued at $43,337,000 after purchasing an additional 57,474 shares during the last quarter. Azzad Asset Management Inc. ADV boosted its position in shares of MACOM Technology Solutions by 94.4% in the 1st quarter. Azzad Asset Management Inc. ADV now owns 20,113 shares of the semiconductor company’s stock worth $4,466,000 after purchasing an additional 9,767 shares in the last quarter. Fifth Third Bancorp grew its stake in shares of MACOM Technology Solutions by 2,385.6% in the 1st quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company’s stock worth $4,101,000 after buying an additional 17,725 shares during the last quarter. Finally, Hsbc Holdings PLC grew its stake in shares of MACOM Technology Solutions by 5,004.6% in the 4th quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock worth $17,796,000 after buying an additional 100,893 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

Trending Headlines about MACOM Technology Solutions

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

• Positive Sentiment: Fiscal Q3 2026 earnings per share rose to $1.40 from $0.90 a year earlier, beating the $1.34–$1.35 analyst consensus. Revenue increased 35.8% year over year to $342.24 million, also exceeding expectations of approximately $335.5 million. MTSI Q3 Earnings Surpass Expectations, Revenues Rise Y/Y
• Positive Sentiment: MACOM issued fiscal Q4 EPS guidance of $1.97–$2.03 and revenue guidance of $415 million–$425 million, far above consensus estimates of $1.49 and $364.1 million, respectively. MTSI Q3 Earnings Call Highlights Data Center Growth Outlook
• Positive Sentiment: Management highlighted accelerating data-center demand, record bookings and greater operating leverage, suggesting that growth may continue beyond the latest quarter. MACOM Reports Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: Needham raised its price target from $400 to $410 and maintained a Buy rating. Analysts overall maintain a “Moderate Buy” consensus, reinforcing bullish sentiment. MACOM Receives Moderate Buy Consensus
• Neutral Sentiment: At approximately $310.82, MTSI remains well below its 52-week high of $418.90 but trades at a lofty trailing P/E ratio of about 135, leaving the shares sensitive to any slowdown in data-center growth or guidance.

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.