MACOM Technology Solutions (NASDAQ:MTSI) Reaches New 52-Week High Following Earnings Beat

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI)’s share price hit a new 52-week high during mid-day trading on Friday following a better than expected earnings announcement. The stock traded as high as $240.75 and last traded at $237.8180, with a volume of 259645 shares trading hands. The stock had previously closed at $227.80.

The semiconductor company reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. The business had revenue of $271.61 million during the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The company’s quarterly revenue was up 24.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS.

Trending Headlines about MACOM Technology Solutions

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

• Positive Sentiment: Q1 results beat consensus: MACOM reported $1.02 EPS vs. $0.99 consensus and revenue of $271.6M, up ~24.5% YoY — a clear top-line and EPS beat that supports momentum. MTSI Q1 Earnings Surpass Expectations, Revenues Rise Y/Y
• Positive Sentiment: Raised Q2 guidance: management guided Q2 EPS to $1.05–1.09 and revenue $281M–$289M, above Street estimates — this “beat-and-raise” is the main catalyst for stronger near-term earnings expectations. Macom’s Q1 results, outlook surpass estimates
• Positive Sentiment: Analyst upgrades/target hikes: multiple firms boosted targets and reiterated buy ratings (examples include Benchmark and Needham), which should support demand for the shares. Benchmark price target raise coverage
• Neutral Sentiment: Earnings call / market deep dive available: transcripts and analyst write-ups provide color on demand drivers (data center, telecom, defense) and margin progress — useful for assessing sustainability of the beat. Q1 2026 earnings call transcript
• Neutral Sentiment: Valuation notes surfaced after the print debating whether stronger growth justifies higher targets — relevant to investors considering re-rating risk. Valuation write-up
• Negative Sentiment: Major shareholder sale: Susan Ocampo sold 100,000 shares (~$23M) disclosed in an SEC filing — a sizable sale that can pressure sentiment short-term. Major shareholder sells $23M in stock
• Negative Sentiment: Executive selling: an SVP recently sold ~5,274 shares (~$1.19M) — recurring insider sales may temper enthusiasm despite strong fundamentals. SVP sells $1.19M in stock

Analysts Set New Price Targets

MTSI has been the topic of several research reports. Benchmark increased their price target on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research report on Friday. Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. Jefferies Financial Group increased their target price on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a report on Monday. Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Finally, Stifel Nicolaus raised their price target on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the stock a “buy” rating in a research note on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $210.00.

Insider Activity at MACOM Technology Solutions

In related news, major shareholder Susan Ocampo sold 121,067 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the sale, the insider owned 4,478,323 shares of the company’s stock, valued at $851,194,852.61. The trade was a 2.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Stephen G. Daly sold 20,000 shares of the stock in a transaction on Monday, December 1st. The shares were sold at an average price of $173.16, for a total value of $3,463,200.00. Following the transaction, the chief executive officer directly owned 54,217 shares of the company’s stock, valued at approximately $9,388,215.72. The trade was a 26.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 519,964 shares of company stock worth $99,832,735 over the last ninety days. Insiders own 0.36% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the stock. Advisory Services Network LLC bought a new stake in shares of MACOM Technology Solutions during the 3rd quarter worth about $25,000. EverSource Wealth Advisors LLC raised its stake in MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 93 shares during the last quarter. Hantz Financial Services Inc. raised its position in shares of MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 134 shares during the last quarter. Smartleaf Asset Management LLC grew its stake in MACOM Technology Solutions by 108.7% during the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after buying an additional 150 shares during the last quarter. Finally, Bayforest Capital Ltd acquired a new stake in shares of MACOM Technology Solutions during the fourth quarter worth approximately $39,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance

The stock has a fifty day moving average of $193.20 and a two-hundred day moving average of $157.39. The company has a current ratio of 3.71, a quick ratio of 2.98 and a debt-to-equity ratio of 0.31. The stock has a market capitalization of $17.37 billion, a price-to-earnings ratio of -286.40, a PEG ratio of 4.01 and a beta of 1.44.

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.