MACOM Technology Solutions (NASDAQ:MTSI) Issues Q1 2026 Earnings Guidance

MACOM Technology Solutions (NASDAQ:MTSI) updated its first quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.980-1.020 for the period, compared to the consensus EPS estimate of 0.860. The company issued revenue guidance of $265.0 million-$273.0 million, compared to the consensus revenue estimate of $263.4 million.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the company. Weiss Ratings reiterated a “sell (d+)” rating on shares of MACOM Technology Solutions in a report on Wednesday, October 8th. TD Cowen assumed coverage on MACOM Technology Solutions in a report on Wednesday, October 1st. They set a “buy” rating and a $150.00 price target for the company. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, October 11th. Stifel Nicolaus increased their target price on MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a research note on Friday, July 18th. Finally, Zacks Research raised MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a research note on Wednesday, August 20th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $153.22.

MACOM Technology Solutions Trading Up 11.5%

MTSI traded up $17.24 during mid-day trading on Thursday, hitting $166.92. 2,223,102 shares of the stock were exchanged, compared to its average volume of 829,496. The firm’s fifty day moving average is $134.55 and its two-hundred day moving average is $129.93. MACOM Technology Solutions has a 1-year low of $84.00 and a 1-year high of $169.23. The company has a current ratio of 3.83, a quick ratio of 3.10 and a debt-to-equity ratio of 0.32. The company has a market cap of $12.43 billion, a PE ratio of -165.27, a PEG ratio of 2.26 and a beta of 1.52.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. The company had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.MACOM Technology Solutions’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.73 EPS. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Equities analysts forecast that MACOM Technology Solutions will post 2.43 earnings per share for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, CFO John Kober sold 1,497 shares of the stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $145.53, for a total value of $217,858.41. Following the sale, the chief financial officer owned 43,580 shares of the company’s stock, valued at $6,342,197.40. This trade represents a 3.32% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Robert Dennehy sold 4,128 shares of the stock in a transaction dated Thursday, October 16th. The shares were sold at an average price of $140.02, for a total value of $578,002.56. Following the completion of the sale, the senior vice president directly owned 6,552 shares in the company, valued at $917,411.04. This represents a 38.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,553,712 shares of company stock valued at $211,008,498 in the last quarter. Corporate insiders own 16.30% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the stock. Osaic Holdings Inc. grew its stake in shares of MACOM Technology Solutions by 19.4% in the 2nd quarter. Osaic Holdings Inc. now owns 3,347 shares of the semiconductor company’s stock valued at $475,000 after purchasing an additional 543 shares during the last quarter. Ion Asset Management Ltd. grew its stake in shares of MACOM Technology Solutions by 53.8% in the 2nd quarter. Ion Asset Management Ltd. now owns 20,000 shares of the semiconductor company’s stock valued at $2,866,000 after purchasing an additional 7,000 shares during the last quarter. Corient Private Wealth LLC grew its stake in shares of MACOM Technology Solutions by 106.4% in the 2nd quarter. Corient Private Wealth LLC now owns 4,158 shares of the semiconductor company’s stock valued at $594,000 after purchasing an additional 2,143 shares during the last quarter. Captrust Financial Advisors grew its stake in shares of MACOM Technology Solutions by 18.5% in the 2nd quarter. Captrust Financial Advisors now owns 10,767 shares of the semiconductor company’s stock valued at $1,543,000 after purchasing an additional 1,683 shares during the last quarter. Finally, Vident Advisory LLC grew its stake in shares of MACOM Technology Solutions by 21.5% in the 2nd quarter. Vident Advisory LLC now owns 4,207 shares of the semiconductor company’s stock valued at $603,000 after purchasing an additional 744 shares during the last quarter. 76.14% of the stock is owned by hedge funds and other institutional investors.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.