MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $410.00

MACOM Technology Solutions (NASDAQ:MTSI) had its price target increased by Needham & Company LLC from $400.00 to $410.00 in a report released on Thursday,Benzinga reports. They currently have a buy rating on the semiconductor company’s stock.

A number of other brokerages also recently issued reports on MTSI. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research report on Friday, May 8th. Stifel Nicolaus boosted their price objective on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Bank of America increased 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. JPMorgan Chase & Co. increased their target price on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Finally, Susquehanna lowered 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 report on Tuesday, July 21st. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $331.36.

MACOM Technology Solutions Trading Up 3.0%

Shares of MTSI stock opened at $310.82 on Thursday. The company has a market cap of $23.72 billion, a PE ratio of 99.94, a price-to-earnings-growth ratio of 2.55 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. The stock’s 50 day simple moving average is $325.26 and its two-hundred day simple moving average is $286.80. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 5.84.

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 firm had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The company’s quarterly revenue was up 35.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Research analysts predict that MACOM Technology Solutions will post 3.68 earnings per share for the current year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, Director Charles R. Bland sold 800 shares of the business’s stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $380.00, for a total transaction of $304,000.00. Following the completion of the sale, the director directly owned 14,338 shares of the company’s stock, valued at approximately $5,448,440. The trade was a 5.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Peter Y. Chung sold 43,268 shares of the company’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the completion of the transaction, the director owned 6,781 shares in the company, valued at approximately $2,564,574.20. The trade was a 86.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 74,378 shares of company stock valued at $27,732,022. 0.36% of the stock is owned by company insiders.

Hedge Funds Weigh In On MACOM Technology Solutions

A number of hedge funds have recently added to or reduced their stakes in the stock. Bell Investment Advisors Inc purchased a new position in shares of MACOM Technology Solutions during the second quarter worth approximately $49,000. GHP Investment Advisors Inc. bought a new stake in shares of MACOM Technology Solutions during the first quarter valued at approximately $31,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of MACOM Technology Solutions in the second quarter valued at approximately $67,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of MACOM Technology Solutions in the fourth quarter valued at approximately $30,000. Finally, Advisory Services Network LLC bought a new position in MACOM Technology Solutions in the third quarter worth approximately $25,000. 76.14% of the stock is currently owned by institutional investors.

Key Stories Impacting MACOM Technology Solutions

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

• Positive Sentiment: Fiscal Q3 2026 earnings per share rose to $1.40 from $0.90 a year earlier, beating the $1.34–$1.35 analyst consensus. Revenue increased 35.8% year over year to $342.24 million, also exceeding expectations of approximately $335.5 million. MTSI Q3 Earnings Surpass Expectations, Revenues Rise Y/Y
• Positive Sentiment: MACOM issued fiscal Q4 EPS guidance of $1.97–$2.03 and revenue guidance of $415 million–$425 million, far above consensus estimates of $1.49 and $364.1 million, respectively. MTSI Q3 Earnings Call Highlights Data Center Growth Outlook
• Positive Sentiment: Management highlighted accelerating data-center demand, record bookings and greater operating leverage, suggesting that growth may continue beyond the latest quarter. MACOM Reports Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: Needham raised its price target from $400 to $410 and maintained a Buy rating. Analysts overall maintain a “Moderate Buy” consensus, reinforcing bullish sentiment. MACOM Receives Moderate Buy Consensus
• Neutral Sentiment: At approximately $310.82, MTSI remains well below its 52-week high of $418.90 but trades at a lofty trailing P/E ratio of about 135, leaving the shares sensitive to any slowdown in data-center growth or guidance.

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.