Needham & Company LLC Increases MACOM Technology Solutions (NASDAQ:MTSI) Price Target to $400.00

MACOM Technology Solutions (NASDAQ:MTSI) had its target price lifted by equities researchers at Needham & Company LLC from $250.00 to $400.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the semiconductor company’s stock. Needham & Company LLC’s price objective indicates a potential upside of 16.12% from the stock’s current price.

A number of other analysts have also recently weighed in on the stock. JPMorgan Chase & Co. raised their price objective on shares of MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Jefferies Financial Group raised their price objective on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Bank of America raised their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Stifel Nicolaus raised their price objective on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Finally, Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $265.09.

MACOM Technology Solutions Stock Up 11.2%

Shares of NASDAQ MTSI opened at $344.47 on Friday. The company has a market capitalization of $25.84 billion, a price-to-earnings ratio of 161.72, a price-to-earnings-growth ratio of 5.15 and a beta of 1.60. The company has a debt-to-equity ratio of 0.30, a current ratio of 3.96 and a quick ratio of 3.18. The business has a 50-day moving average of $249.02 and a two-hundred day moving average of $209.70. MACOM Technology Solutions has a 1 year low of $117.05 and a 1 year high of $355.00.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. The company had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.MACOM Technology Solutions’s revenue for the quarter was up 22.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, analysts forecast that MACOM Technology Solutions will post 3.2 earnings per share for the current fiscal year.

Insider Activity at MACOM Technology Solutions

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 3,718 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the transaction, the senior vice president owned 34,886 shares of the company’s stock, valued at $9,654,351.64. The trade was a 9.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Susan Ocampo sold 261,763 shares of MACOM Technology Solutions stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $254.43, for a total value of $66,600,360.09. Following the transaction, the insider directly owned 3,759,895 shares in the company, valued at approximately $956,630,084.85. This trade represents a 6.51% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 551,557 shares of company stock valued at $137,590,774 over the last 90 days. 0.36% of the stock is owned by insiders.

Institutional Trading of MACOM Technology Solutions

Several institutional investors and hedge funds have recently added to or reduced their stakes in MTSI. Advisors Asset Management Inc. raised its stake in MACOM Technology Solutions by 49.7% during the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after acquiring an additional 161 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in MACOM Technology Solutions by 9.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after acquiring an additional 13,215 shares during the last quarter. Focus Partners Wealth raised its stake in MACOM Technology Solutions by 121.3% during the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after acquiring an additional 3,694 shares during the last quarter. Cetera Investment Advisers purchased a new stake in MACOM Technology Solutions during the 2nd quarter valued at approximately $372,000. Finally, Marshall Wace LLP purchased a new stake in MACOM Technology Solutions during the 2nd quarter valued at approximately $544,000. 76.14% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about MACOM Technology Solutions

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

• Positive Sentiment: Q2 results beat: MACOM reported fiscal Q2 revenue of ~$289.0M (up 22.5% Y/Y) and adjusted EPS $1.09, topping consensus; adjusted gross margin was ~58.5%, supporting stronger profitability. MACOM Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Upside Q3 guidance: Management guided fiscal Q3 revenue $331M–$339M and adjusted EPS $1.31–$1.37 (consensus much lower), with adjusted gross margin guided ~59–60% — a clear signal of accelerating growth and margin expansion. Q2 2026 Earnings Call Transcript (includes guidance)
• Positive Sentiment: Market reaction/analysis: Coverage notes the beat + strong guide as the likely catalyst for the stock rally, saying momentum could drive multiple expansion for a growth-oriented semiconductor name. QuiverQuant price-movement analysis
• Neutral Sentiment: Earnings coverage and detail: Multiple outlets summarized the quarter and provided comparisons to Street estimates and year-ago metrics; call transcript is available for investors wanting line-item color on product lines and end markets. Zacks analysis of key metrics
• Negative Sentiment: Insider selling: Data compiled in media coverage shows heavy insider sales (dozens of sales, no reported purchases in the recent period), which may concern some investors about near-term insider conviction. QuiverQuant insider and holdings data

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.