MACOM Technology Solutions (MTSI) Projected to Post Earnings on Thursday

MACOM Technology Solutions (NASDAQ:MTSI) is anticipated to post its Q1 2026 results before the market opens on Thursday, February 5th. Analysts expect MACOM Technology Solutions to post earnings of $0.99 per share and revenue of $269.0180 million for the quarter. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Interested persons may review the information on the company’s upcoming Q1 2026 earning report for the latest details on the call scheduled for Thursday, February 5, 2026 at 8:30 AM ET.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The business had revenue of $261.17 million for the quarter, compared to the consensus estimate of $260.16 million. During the same quarter last year, the business posted $0.73 EPS. The business’s revenue was up 3.6% on a year-over-year basis. On average, analysts expect MACOM Technology Solutions to post $2 EPS for the current fiscal year and $3 EPS for the next fiscal year.

MACOM Technology Solutions Price Performance

Shares of NASDAQ MTSI opened at $228.56 on Tuesday. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. The firm has a market capitalization of $17.14 billion, a PE ratio of -282.17, a P/E/G ratio of 4.09 and a beta of 1.44. MACOM Technology Solutions has a 1-year low of $84.00 and a 1-year high of $236.51. The business’s fifty day moving average price is $189.85 and its two-hundred day moving average price is $155.89.

Insider Buying and Selling

In other news, Director Charles R. Bland sold 4,000 shares of the company’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $165.00, for a total value of $660,000.00. Following the completion of the sale, the director owned 15,362 shares in the company, valued at $2,534,730. This represents a 20.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, SVP Ambra R. Roth sold 17,268 shares of MACOM Technology Solutions stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $160.91, for a total value of $2,778,593.88. Following the transaction, the senior vice president directly owned 9,837 shares in the company, valued at approximately $1,582,871.67. The trade was a 63.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 589,907 shares of company stock worth $104,362,167. 0.36% of the stock is owned by corporate insiders.

Institutional Trading of MACOM Technology Solutions

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Advisory Services Network LLC acquired a new position in MACOM Technology Solutions in the third quarter worth approximately $25,000. Larson Financial Group LLC boosted its stake in shares of MACOM Technology Solutions by 19.4% during the 3rd quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock worth $52,000 after acquiring an additional 68 shares in the last quarter. Quarry LP grew its holdings in shares of MACOM Technology Solutions by 548.5% in the 3rd quarter. Quarry LP now owns 428 shares of the semiconductor company’s stock worth $53,000 after acquiring an additional 362 shares during the last quarter. Advisors Asset Management Inc. grew its holdings in shares of MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after acquiring an additional 161 shares during the last quarter. Finally, Danske Bank A S acquired a new stake in shares of MACOM Technology Solutions during the third quarter worth $100,000. 76.14% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

MTSI has been the topic of several recent research reports. Needham & Company LLC lifted their price objective on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a research report on Thursday, November 6th. Stifel Nicolaus lifted their price target on MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a report on Friday, January 16th. TD Cowen boosted their price objective on MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. Finally, Barclays boosted their price target on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and an average price target of $196.82.

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.