MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $400.00

MACOM Technology Solutions (NASDAQ:MTSI) had its target price raised by Barclays from $265.00 to $400.00 in a research report sent to investors on Friday,Benzinga reports. Barclays currently has an overweight rating on the semiconductor company’s stock.

MTSI has been the subject of several other research reports. Needham & Company LLC raised their target price on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a report on Friday. Stifel Nicolaus lifted their price objective on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Jefferies Financial Group lifted their price objective on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a report on Monday, February 2nd. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Finally, Bank of America lifted their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a report on Monday, April 13th. One equities research 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. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $316.82.

MACOM Technology Solutions Stock Performance

Shares of MACOM Technology Solutions stock opened at $359.88 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 firm has a fifty day moving average price of $249.02 and a 200 day moving average price of $209.70. MACOM Technology Solutions has a 1 year low of $117.17 and a 1 year high of $364.00. The stock 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 earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) 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 firm had revenue of $288.96 million during the quarter, compared to analysts’ expectations of $285.20 million. During the same quarter last year, the company posted $0.85 earnings per share. The firm’s revenue was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities research analysts predict that MACOM Technology Solutions will post 3.2 earnings per share for the current year.

Insider Buying and Selling

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 261,763 shares of MACOM Technology Solutions stock in a transaction on 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 completion of the transaction, the insider owned 3,759,895 shares of the company’s stock, valued at approximately $956,630,084.85. The trade was a 6.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, COO Robert Dennehy sold 18,398 shares of MACOM Technology Solutions stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $245.25, for a total transaction of $4,512,109.50. Following the completion of the transaction, the chief operating officer directly owned 12,864 shares of the company’s stock, valued at $3,154,896. The trade was a 58.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 551,557 shares of company stock valued at $137,590,774 in the last ninety days. Company insiders own 0.36% of the company’s stock.

Institutional Trading of MACOM Technology Solutions

Institutional investors have recently modified their holdings of the stock. Advisory Services Network LLC acquired a new stake in shares of MACOM Technology Solutions in the third quarter valued at about $25,000. EverSource Wealth Advisors LLC grew its position in shares of MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 93 shares during the period. Measured Wealth Private Client Group LLC acquired a new stake in shares of MACOM Technology Solutions in the fourth quarter valued at about $30,000. GHP Investment Advisors Inc. acquired a new stake in shares of MACOM Technology Solutions in the first quarter valued at about $31,000. Finally, Smartleaf Asset Management LLC grew its position in shares of MACOM Technology Solutions by 108.7% in the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 150 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

Key Stories Impacting 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

About MACOM Technology Solutions

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.