MACOM Technology Solutions (MTSI) – Investment Analysts’ Recent Ratings Changes

Several brokerages have updated their recommendations and price targets on shares of MACOM Technology Solutions (NASDAQ: MTSI) in the last few weeks:

• 8/24/2026 – MACOM Technology Solutions was upgraded by Zacks Research from “hold” to “strong-buy”.
• 8/21/2026 – MACOM Technology Solutions was downgraded by Weiss Ratings from “hold (c+)” to “hold (c)”.
• 8/21/2026 – MACOM Technology Solutions is now covered by BMO Capital Markets. They set a “market perform” rating and a $335.00 price target on the stock.
• 8/20/2026 – MACOM Technology Solutions was upgraded by BMO Capital Markets to “hold”.
• 8/13/2026 – MACOM Technology Solutions is now covered by Benchmark Co.. They set a “buy” rating and a $375.00 price target on the stock.
• 8/8/2026 – MACOM Technology Solutions was upgraded by Wall Street Zen from “hold” to “buy”.
• 8/6/2026 – MACOM Technology Solutions had its price target raised by Needham & Company LLC from $400.00 to $410.00. They now have a “buy” rating on the stock.
• 8/5/2026 – MACOM Technology Solutions had its “hold (c+)” rating reaffirmed by Weiss Ratings.
• 7/25/2026 – MACOM Technology Solutions was downgraded by Wall Street Zen from “buy” to “hold”.
• 7/24/2026 – MACOM Technology Solutions was downgraded by Zacks Research from “strong-buy” to “hold”.
• 7/21/2026 – MACOM Technology Solutions had its price target lowered by Susquehanna from $350.00 to $300.00. They now have a “neutral” rating on the stock.
• 6/27/2026 – MACOM Technology Solutions was upgraded by Wall Street Zen from “hold” to “buy”.

Insider Buying and Selling

In other MACOM Technology Solutions news, CFO John Kober sold 7,389 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the completion of the transaction, the chief financial officer owned 33,583 shares in the company, valued at approximately $10,950,744.64. This represents a 18.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of MACOM Technology Solutions stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $365.75, for a total value of $5,789,091.00. Following the completion of the sale, the chief executive officer directly owned 38,389 shares in the company, valued at $14,040,776.75. This represents a 29.19% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 25,837 shares of company stock valued at $9,204,236. Company insiders own 0.36% of the company’s stock.

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.