Research Analysts Set Expectations for MTSI FY2026 Earnings

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) – Equities research analysts at Zacks Research upped their FY2026 earnings estimates for MACOM Technology Solutions in a report issued on Thursday, August 27th. Zacks Research analyst Team now expects that the semiconductor company will post earnings per share of $4.35 for the year, up from their previous estimate of $3.49. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for MACOM Technology Solutions’ current full-year earnings is $4.12 per share. Zacks Research also issued estimates for MACOM Technology Solutions’ Q4 2026 earnings at $1.67 EPS, Q1 2027 earnings at $0.99 EPS, Q2 2027 earnings at $1.07 EPS, Q3 2027 earnings at $1.28 EPS, Q4 2027 earnings at $1.51 EPS, FY2027 earnings at $4.84 EPS, Q1 2028 earnings at $0.91 EPS, Q2 2028 earnings at $1.02 EPS, Q3 2028 earnings at $1.13 EPS and FY2028 earnings at $4.53 EPS.

A number of other research analysts have also recently issued reports on MTSI. Barclays lifted their price target on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Benchmark initiated coverage on shares of MACOM Technology Solutions in a research report on Thursday, August 13th. They issued a “buy” rating and a $375.00 price objective for the company. JPMorgan Chase & Co. boosted their price objective on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Finally, BMO Capital Markets assumed coverage on MACOM Technology Solutions in a research report on Friday, August 21st. They issued a “market perform” rating and a $335.00 price objective on the stock. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and a consensus target price of $341.25.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $263.83 on Tuesday. The business’s fifty day moving average is $296.73 and its two-hundred day moving average is $293.99. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. The firm has a market cap of $20.15 billion, a P/E ratio of 84.83, a P/E/G ratio of 1.52 and a beta of 1.70. MACOM Technology Solutions has a 52 week low of $121.97 and a 52 week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its 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. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The business had revenue of $342.24 million for the quarter, compared to the consensus estimate of $336.08 million. During the same period in the previous year, the business earned $0.90 EPS. MACOM Technology Solutions’s revenue was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. Bell Investment Advisors Inc acquired a new stake in shares of MACOM Technology Solutions during the second quarter worth $49,000. GHP Investment Advisors Inc. acquired a new position in MACOM Technology Solutions in the first quarter valued at about $31,000. Keating Financial Advisory Services Inc. acquired a new position in MACOM Technology Solutions in the second quarter valued at about $58,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in MACOM Technology Solutions during the second quarter worth about $67,000. Finally, Measured Wealth Private Client Group LLC acquired a new position in shares of MACOM Technology Solutions during the 4th quarter worth about $30,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

Insider Activity at MACOM Technology Solutions

In related news, SVP Donghyun Thomas Hwang sold 2,620 shares of the stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total value of $1,005,739.40. Following the transaction, the senior vice president directly owned 29,756 shares in the company, valued at $11,422,435.72. This represents a 8.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of MACOM Technology Solutions stock in a transaction on Monday, August 17th. The stock was sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the sale, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at $10,950,744.64. This represents a 18.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.36% of the stock is owned by insiders.

Key Stories Impacting MACOM Technology Solutions

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

• Positive Sentiment: Zacks Research increased its MACOM EPS forecast for fiscal 2026 to $4.35 from $3.49, substantially above the current-year consensus estimate of $4.12. It also raised fiscal 2027 EPS to $4.84 from $3.99 and fiscal 2028 EPS to $4.53 from $4.23, signaling improved expectations for longer-term earnings growth.
• Positive Sentiment: Quarterly estimates were raised for Q4 2026 to $1.67 from $0.90, Q1 2027 to $0.99 from $0.84, Q2 2027 to $1.07 from $0.92, Q3 2027 to $1.28 from $1.10, and Q4 2027 to $1.51 from $1.13. These revisions point to stronger near- and medium-term profitability expectations.
• Positive Sentiment: Analysts’ average price target suggests roughly 46.99% upside for MTSI. Zacks noted that the positive trend in earnings-estimate revisions could support further appreciation, although price-target accuracy is uncertain. Wall Street Analysts Predict a 46.99% Upside in M/A-Com
• Neutral Sentiment: One estimate was trimmed: Q3 2028 EPS was reduced modestly to $1.13 from $1.15. The isolated cut is limited compared with the broader pattern of upward revisions.

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.