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

A number of research firms have changed their ratings and price targets for MACOM Technology Solutions (NASDAQ: MTSI):

• 11/6/2026 – MACOM Technology Solutions had its price target lowered by JPMorgan Chase & Co. from $345.00 to $280.00. They now have a “neutral” rating on the stock.
• 11/6/2026 – MACOM Technology Solutions had its price target lowered by Truist Financial from $375.00 to $310.00. They now have a “buy” rating on the stock.
• 11/5/2026 – MACOM Technology Solutions was given a new $360.00 price target by Stifel Nicolaus.
• 11/5/2026 – MACOM Technology Solutions had its price target lowered by Susquehanna from $300.00 to $220.00. They now have a “neutral” rating on the stock.
• 11/5/2026 – MACOM Technology Solutions had its price target lowered by Needham & Company LLC from $410.00 to $300.00. They now have a “buy” rating on the stock.
• 10/27/2026 – MACOM Technology Solutions was upgraded by Raymond James Financial from “market perform” to “outperform”. They now have a $300.00 price target on the stock.
• 9/18/2026 – MACOM Technology Solutions was upgraded by BMO Capital Markets from “market perform” to “outperform”. They now have a $335.00 price target on the stock.

MACOM Technology Solutions Stock Down 5.3%

Shares of MTSI stock traded down $13.06 on Friday, hitting $232.70. The stock had a trading volume of 728,432 shares, compared to its average volume of 1,501,853. The business has a 50 day moving average price of $269.00 and a 200 day moving average price of $283.13. MACOM Technology Solutions Holdings, Inc. has a one year low of $150.80 and a one year high of $418.90. The company has a market cap of $17.77 billion, a PE ratio of 54.12, a P/E/G ratio of 0.87 and a beta of 1.82. The company has a quick ratio of 1.99, a current ratio of 2.53 and a debt-to-equity ratio of 0.04.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, November 5th. The semiconductor company reported $2.09 earnings per share for the quarter, beating analysts’ consensus estimates of $2.00 by $0.09. MACOM Technology Solutions had a return on equity of 22.46% and a net margin of 25.25%. The company had revenue of $424.82 million for the quarter, compared to the consensus estimate of $420.35 million. During the same quarter last year, the company earned $0.94 earnings per share. The firm’s revenue for the quarter was up 62.6% compared to the same quarter last year. MACOM Technology Solutions has set its Q1 2027 guidance at 2.210-2.290 EPS. Research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 7.56 earnings per share for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, CFO John Kober sold 973 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, November 9th. The shares were sold at an average price of $212.43, for a total transaction of $206,694.39. Following the completion of the transaction, the chief financial officer directly owned 35,580 shares of the company’s stock, valued at $7,558,259.40. The trade was a 2.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Ambra R. Roth sold 9,497 shares of MACOM Technology Solutions stock in a transaction dated Monday, November 9th. The shares were sold at an average price of $226.65, for a total value of $2,152,495.05. Following the completion of the transaction, the senior vice president owned 15,666 shares of the company’s stock, valued at approximately $3,550,698.90. This represents a 37.74% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 40,827 shares of company stock worth $9,629,392. Company insiders own 0.36% of the company’s stock.

MACOM Technology Solutions designs and supplies semiconductor products for applications that use radio frequency, microwave, millimeter-wave and optical signals. Its products include amplifiers, switches, diodes, mixers, attenuators and other components used in communications and electronic systems. The company serves customers in markets including telecommunications, data centers, aerospace and defense, and industrial applications. Its components are used in equipment such as wireless infrastructure, high-speed optical networks, radar and test systems.