MACOM Technology Solutions (NASDAQ:MTSI) Releases Q4 2026 Earnings Guidance

MACOM Technology Solutions (NASDAQ:MTSI) issued an update on its fourth quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.970-2.030 for the period, compared to the consensus earnings per share estimate of 1.490. The company issued revenue guidance of $415.0 million-$425.0 million, compared to the consensus revenue estimate of $364.1 million.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the stock. Bank of America upped their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Wall Street Zen downgraded shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, July 25th. Susquehanna cut their target price on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a research report on Tuesday, July 21st. Needham & Company LLC increased their price target on MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a report on Thursday. Finally, Truist Financial raised their price target on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. One 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, the company currently has an average rating of “Moderate Buy” and an average target price of $331.36.

MACOM Technology Solutions Stock Performance

Shares of MTSI stock traded up $9.78 during mid-day trading on Friday, reaching $311.42. 492,960 shares of the company’s stock traded hands, compared to its average volume of 1,475,269. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The firm has a market capitalization of $23.76 billion, a PE ratio of 135.09, a price-to-earnings-growth ratio of 2.16 and a beta of 1.70. MACOM Technology Solutions has a 12 month low of $118.16 and a 12 month high of $418.90. The firm has a 50 day moving average price of $326.34 and a two-hundred day moving average price of $286.63.

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 analysts’ consensus estimates of $1.35 by $0.05. The company had revenue of $342.24 million for the quarter, compared to analysts’ expectations of $335.53 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.MACOM Technology Solutions’s revenue for the quarter was up 35.8% compared to the same quarter last year. During the same period last year, the firm earned $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, research analysts forecast that MACOM Technology Solutions will post 3.68 EPS for the current year.

Insider Activity

In related news, CFO John Kober sold 7,644 shares of the business’s stock in a transaction that occurred on 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 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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 that occurred on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the sale, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This trade represents a 8.09% decrease in their ownership of the stock. 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. Over the last ninety days, insiders sold 74,378 shares of company stock worth $27,732,022. 0.36% of the stock is currently owned by insiders.

MACOM Technology Solutions News Summary

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

• Positive Sentiment: Quarterly results beat estimates: Fiscal Q3 2026 revenue rose 35.8% year over year to $342.24 million, surpassing the $335.53 million consensus estimate. Adjusted earnings of $1.40 per share also exceeded expectations of approximately $1.34-$1.35, compared with $0.90 a year earlier. MTSI Q3 Earnings Surpass Expectations, Revenues Rise Year Over Year
• Positive Sentiment: Strong fiscal Q4 guidance: MACOM forecast fourth-quarter revenue of $415 million-$425 million and EPS of $1.97-$2.03, well above analyst estimates of $364.1 million and $1.49, respectively. The outlook suggests continued momentum and operating leverage. MTSI Q3 Earnings Call Highlights Data Center Growth Outlook
• Positive Sentiment: Data-center demand is accelerating: Management cited record orders, broad-based growth and rising data-center demand as key drivers, with manufacturing leverage expected to support future margins and earnings.
• Positive Sentiment: Analyst support strengthened: Needham raised its price target from $400 to $410 and maintained a Buy rating. The broader analyst consensus is Moderate Buy, providing additional support for the shares.
• Neutral Sentiment: Valuation and technical context: MTSI trades at a high price-to-earnings multiple, while its shares remain below the 50-day moving average but above the 200-day average. This may encourage profit-taking despite the strong fundamental outlook.

Institutional Trading of MACOM Technology Solutions

A number of institutional investors and hedge funds have recently bought and sold shares of MTSI. Pacer Advisors Inc. grew its position in shares of MACOM Technology Solutions by 6.2% during the fourth quarter. Pacer Advisors Inc. now owns 11,984 shares of the semiconductor company’s stock valued at $2,053,000 after purchasing an additional 698 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its position in shares of MACOM Technology Solutions by 83.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 3,058 shares of the semiconductor company’s stock worth $524,000 after buying an additional 1,388 shares in the last quarter. Raymond James Financial Inc. boosted its stake in MACOM Technology Solutions by 122.1% during the fourth quarter. Raymond James Financial Inc. now owns 602,450 shares of the semiconductor company’s stock valued at $104,440,000 after buying an additional 331,206 shares during the last quarter. EP Wealth Advisors LLC bought a new position in MACOM Technology Solutions during the fourth quarter valued at approximately $324,000. Finally, NewEdge Advisors LLC grew its holdings in MACOM Technology Solutions by 1,731.2% during the 4th quarter. NewEdge Advisors LLC now owns 1,410 shares of the semiconductor company’s stock valued at $242,000 after buying an additional 1,333 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors.

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.