JPMorgan Chase & Co. Issues Positive Forecast for MACOM Technology Solutions (NASDAQ:MTSI) Stock Price

MACOM Technology Solutions (NASDAQ:MTSI) had its target price hoisted by JPMorgan Chase & Co. from $240.00 to $345.00 in a research note published on Friday morning,Benzinga reports. The firm currently has a neutral rating on the semiconductor company’s stock.

Other analysts also recently issued research reports about the stock. 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. Susquehanna raised their price objective on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a report on Friday. 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. Loop Capital assumed coverage on shares of MACOM Technology Solutions in a report on Friday, April 10th. They set a “buy” rating and a $300.00 price objective for the company. Finally, Truist Financial raised their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, MACOM Technology Solutions currently has a consensus rating of “Moderate Buy” and an average price target of $316.82.

MACOM Technology Solutions Stock Performance

MTSI opened at $359.88 on Friday. The company has a current ratio of 7.52, a quick ratio of 3.18 and a debt-to-equity ratio of 0.29. The company’s fifty day moving average price is $249.02 and its two-hundred day moving average price is $209.70. MACOM Technology Solutions has a 1-year low of $117.17 and a 1-year high of $364.00. The company has a market cap of $26.99 billion, a price-to-earnings ratio of 155.79, a PEG ratio of 5.72 and a beta of 1.60.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating the consensus estimate 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 net margin of 16.46% and a return on equity of 16.01%. The firm’s revenue for the quarter was up 22.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, analysts expect that MACOM Technology Solutions will post 3.2 EPS for the current fiscal year.

Insider Buying and Selling

In other MACOM Technology Solutions news, COO Robert Dennehy sold 18,398 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $245.25, for a total transaction of $4,512,109.50. Following the completion of the sale, the chief operating officer directly owned 12,864 shares in the company, valued at $3,154,896. The trade was a 58.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO John Kober sold 7,196 shares of MACOM Technology Solutions stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.07, for a total transaction of $1,749,131.72. Following the sale, the chief financial officer owned 48,508 shares of the company’s stock, valued at approximately $11,790,839.56. The trade was a 12.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 551,557 shares of company stock valued at $137,590,774 in the last three months. Insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On MACOM Technology Solutions

Hedge funds have recently made changes to their positions in the business. Principal Financial Group Inc. lifted its position in MACOM Technology Solutions by 5.1% in the third quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company’s stock worth $17,693,000 after buying an additional 6,874 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its position in MACOM Technology Solutions by 22.4% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 98,880 shares of the semiconductor company’s stock worth $16,936,000 after buying an additional 18,096 shares during the last quarter. Bryce Point Capital LLC bought a new stake in MACOM Technology Solutions in the third quarter worth $572,000. Hantz Financial Services Inc. lifted its position in MACOM Technology Solutions by 2,180.1% in the third quarter. Hantz Financial Services Inc. now owns 4,811 shares of the semiconductor company’s stock worth $599,000 after buying an additional 4,600 shares during the last quarter. Finally, SG Americas Securities LLC lifted its position in MACOM Technology Solutions by 33.9% in the fourth quarter. SG Americas Securities LLC now owns 54,033 shares of the semiconductor company’s stock worth $9,255,000 after buying an additional 13,668 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors.

MACOM Technology Solutions News Roundup

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

• Positive Sentiment: MACOM reported fiscal Q2 revenue of about $289 million, up 22.5% year over year, and adjusted EPS of $1.09, both ahead of estimates. MACOM Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: The company’s fiscal Q3 outlook was notably stronger than expected, with revenue guidance of $331 million to $339 million and adjusted EPS guidance of $1.31 to $1.37, reinforcing optimism about accelerating growth. MACOM Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Several brokerages boosted price targets, including Barclays to $400, Needham to $400, and Truist to $375, which suggests analysts see more upside despite the recent run-up in the stock. Analyst price target updates via Benzinga
• Neutral Sentiment: JPMorgan and Susquehanna also raised targets, but kept neutral ratings, indicating they see fair value near current levels rather than a clear bearish case. Analyst price target updates via Benzinga

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.