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

MACOM Technology Solutions (NASDAQ:MTSI) was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a note issued to investors on Saturday.

A number of other research firms have also recently commented on MTSI. Bank of America boosted their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. JPMorgan Chase & Co. lifted their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research note on Friday, May 8th. Truist Financial boosted their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, Needham & Company LLC upped their price objective on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $331.36.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ:MTSI opened at $310.82 on Friday. The company has a market cap of $23.71 billion, a P/E ratio of 99.94, a PEG ratio of 1.99 and a beta of 1.70. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. MACOM Technology Solutions has a one year low of $118.16 and a one year high of $418.90. The business’s 50-day simple moving average is $325.26 and its 200 day simple moving average is $287.27.

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

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, Director Charles R. Bland sold 800 shares of MACOM Technology Solutions stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $380.00, for a total value of $304,000.00. Following the completion of the transaction, the director directly owned 14,338 shares in the company, valued at $5,448,440. The trade was a 5.28% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Stephen G. Daly sold 15,828 shares of the company’s stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This trade represents a 29.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 72,755 shares of company stock worth $27,144,756. 0.36% of the stock is owned by company insiders.

Institutional Trading of MACOM Technology Solutions

Several hedge funds have recently made changes to their positions in MTSI. Swedbank AB bought a new position in shares of MACOM Technology Solutions in the first quarter valued at approximately $13,059,000. Principal Financial Group Inc. raised its holdings in 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 worth $43,337,000 after purchasing an additional 57,474 shares in the last quarter. Azzad Asset Management Inc. ADV raised its holdings in MACOM Technology Solutions by 94.4% during the first 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 lifted its position in MACOM Technology Solutions by 2,385.6% in the first quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company’s stock worth $4,101,000 after purchasing an additional 17,725 shares during the period. Finally, Hsbc Holdings PLC lifted its position in MACOM Technology Solutions by 5,004.6% in the fourth quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock worth $17,796,000 after purchasing an additional 100,893 shares during the period. Institutional investors own 76.14% of the company’s stock.

Key Headlines Impacting 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.

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.