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

MACOM Technology Solutions (NASDAQ:MTSI) updated its fourth quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.970-2.030 for the period, compared to the consensus EPS 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.

Analyst Ratings Changes

A number of research firms recently weighed in on MTSI. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Barclays upped their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, May 22nd. Zacks Research downgraded MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 24th. Loop Capital started coverage on MACOM Technology Solutions in a research report on Friday, April 10th. They set a “buy” rating and a $300.00 target price on the stock. Finally, Truist Financial boosted 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 given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, MACOM Technology Solutions currently has a consensus rating of “Moderate Buy” and an average price target of $331.36.

MACOM Technology Solutions Stock Up 14.3%

Shares of MTSI traded up $37.69 during midday trading on Thursday, hitting $301.15. The company had a trading volume of 2,930,684 shares, compared to its average volume of 1,440,173. The company’s 50 day moving average price is $326.34 and its 200 day moving average price is $286.63. The stock has a market cap of $22.98 billion, a price-to-earnings ratio of 130.37, a PEG ratio of 2.16 and a beta of 1.70. MACOM Technology Solutions has a 52 week low of $118.16 and a 52 week high of $418.90. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping the consensus estimate of $1.35 by $0.05. The business had revenue of $342.24 million for the quarter, compared to analysts’ expectations of $335.53 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company’s quarterly revenue was up 35.8% compared to the same quarter last year. During the same quarter last year, the company posted $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, equities research analysts predict that MACOM Technology Solutions will post 3.68 EPS for the current year.

Insider Activity at MACOM Technology Solutions

In other news, CEO Stephen G. Daly sold 15,828 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $365.75, for a total value of $5,789,091.00. Following the completion of the sale, the chief executive officer directly owned 38,389 shares in the company, valued at approximately $14,040,776.75. The trade was a 29.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,644 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $359.25, for a total value of $2,746,107.00. Following the sale, the chief financial officer directly owned 40,972 shares in the company, valued at approximately $14,719,191. This represents a 15.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 74,378 shares of company stock worth $27,732,022 over the last quarter. 0.36% of the stock is owned by corporate insiders.

Key MACOM Technology Solutions News

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

• Positive Sentiment: MACOM reported fiscal third-quarter earnings of $1.40 per share, exceeding the $1.34–$1.35 analyst consensus. Revenue reached $342.24 million, above expectations of approximately $335.5 million and up 35.8% year over year; EPS also rose from $0.90 in the prior-year quarter. MACOM Reports Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: The company issued substantially stronger fiscal fourth-quarter guidance, calling for EPS of $1.97 to $2.03 versus the $1.49 consensus estimate. Revenue guidance of $415 million to $425 million also significantly exceeds analysts’ forecast of $364.1 million, providing a major catalyst for investor optimism. M/A-Com Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Needham raised its price target for MTSI from $400 to $410 and reiterated a “buy” rating, implying substantial potential upside from the referenced market price. The revision reinforces the view that MACOM’s earnings momentum and outlook justify a higher valuation. Needham Raises MACOM Price Target
• Neutral Sentiment: The earnings release and related coverage identify the report as fiscal third-quarter results, while some headlines refer to Q2, creating a minor labeling inconsistency. The underlying financial figures and guidance remain the key market-moving information. MACOM Q3 2026 Earnings
• Negative Sentiment: Despite the favorable results, MACOM trades at a high valuation, with a reported P/E ratio above 130. This could increase volatility or limit further gains if future results fail to sustain the company’s elevated growth expectations.

Hedge Funds Weigh In On MACOM Technology Solutions

Hedge funds and other institutional investors have recently made changes to their positions in the business. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions during the 3rd quarter valued at $25,000. Los Angeles Capital Management LLC bought a new position in shares of MACOM Technology Solutions in the fourth quarter worth $46,000. Advisors Asset Management Inc. grew its stake in shares of MACOM Technology Solutions by 49.7% in the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after purchasing an additional 161 shares in the last quarter. Larson Financial Group LLC increased its holdings in shares of MACOM Technology Solutions by 19.4% during the third quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock valued at $52,000 after purchasing an additional 68 shares during the period. Finally, Quarry LP increased its holdings in shares of MACOM Technology Solutions by 548.5% during the third quarter. Quarry LP now owns 428 shares of the semiconductor company’s stock valued at $53,000 after purchasing an additional 362 shares during the period. 76.14% of the stock is currently owned by institutional investors and hedge funds.

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.