Needham & Company LLC Forecasts Strong Price Appreciation for MACOM Technology Solutions (NASDAQ:MTSI) Stock

MACOM Technology Solutions (NASDAQ:MTSI) had its price objective hoisted by investment analysts at Needham & Company LLC from $400.00 to $410.00 in a report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the semiconductor company’s stock. Needham & Company LLC’s price objective would suggest a potential upside of 36.14% from the stock’s previous close.

MTSI has been the topic of a number of other reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. Stifel Nicolaus upped their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Truist Financial raised their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research report on Friday, May 8th. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Finally, Wall Street Zen cut shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $331.36.

MACOM Technology Solutions Stock Up 14.3%

Shares of MTSI traded up $37.69 during trading hours on Thursday, reaching $301.15. The company’s stock had a trading volume of 2,929,011 shares, compared to its average volume of 1,476,631. The company has a 50 day moving average of $328.14 and a two-hundred day moving average of $286.07. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The firm has a market cap of $22.98 billion, a price-to-earnings ratio of 130.37, a P/E/G ratio of 2.24 and a beta of 1.70. MACOM Technology Solutions has a 1-year low of $118.16 and a 1-year high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last posted 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 business had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $335.53 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The firm’s quarterly revenue was up 35.8% compared to the same quarter last year. During the same period last year, the company posted $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, research analysts predict that MACOM Technology Solutions will post 3.68 EPS for the current fiscal year.

Insider Activity

In other MACOM Technology Solutions news, CFO John Kober sold 7,644 shares of the business’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $359.25, for a total value of $2,746,107.00. Following the completion of the transaction, the chief financial officer directly owned 40,972 shares of the company’s stock, valued at approximately $14,719,191. The trade was a 15.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the sale, the senior vice president owned 29,756 shares of the company’s stock, valued at $11,422,435.72. This trade represents a 8.09% 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. In the last quarter, insiders sold 74,378 shares of company stock valued at $27,732,022. Company insiders own 0.36% of the company’s stock.

Institutional Trading of MACOM Technology Solutions

Hedge funds have recently bought and sold shares of the stock. Versant Capital Management Inc lifted its holdings in shares of MACOM Technology Solutions by 11.0% during the second quarter. Versant Capital Management Inc now owns 342 shares of the semiconductor company’s stock worth $130,000 after buying an additional 34 shares in the last quarter. Pacer Advisors Inc. grew its stake in shares of MACOM Technology Solutions by 0.4% in the first quarter. Pacer Advisors Inc. now owns 12,035 shares of the semiconductor company’s stock valued at $2,673,000 after acquiring an additional 51 shares in the last quarter. Northwestern Mutual Investment Management Company LLC increased its position in MACOM Technology Solutions by 0.4% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock worth $2,454,000 after acquiring an additional 53 shares during the period. Sumitomo Mitsui Trust Group Inc. increased its position in MACOM Technology Solutions by 2.3% during the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock worth $479,000 after acquiring an additional 62 shares during the period. Finally, O Shaughnessy Asset Management LLC raised its stake in MACOM Technology Solutions by 2.4% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock worth $467,000 after purchasing an additional 63 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

MACOM Technology Solutions News Roundup

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Quarterly results beat estimates: MACOM reported fiscal Q3 earnings of $1.40 per share, versus the $1.34–$1.35 consensus range, while revenue reached $342.24 million, above expectations of approximately $335.5 million. Revenue increased 35.8% year over year, and EPS rose from $0.90 in the prior-year quarter. MACOM Reports Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: Q4 outlook substantially exceeded forecasts: Management guided to fourth-quarter EPS of $1.97–$2.03, compared with the $1.49 analyst consensus, and revenue of $415 million–$425 million, versus expectations of $364.1 million. The outlook implies continued strong momentum and was the primary catalyst for investor optimism. M/A-Com Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Growth drivers remain favorable: Recent commentary highlighted demand from AI data-center optical infrastructure and defense electronics. Prior-quarter data showed Data Center revenue up 36% year over year and Industrial & Defense revenue up 22%, supporting the company’s broader growth narrative. From Radar To AI Data Centers
• Neutral Sentiment: Valuation remains a consideration: Despite strong operating momentum, MTSI trades at a high earnings multiple, making the stock sensitive to execution and future-growth expectations. Investors will likely focus on whether the strong Q4 forecast can be delivered.

MACOM Technology Solutions Company Profile

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.