MACOM Technology Solutions (NASDAQ:MTSI) Releases Q2 2026 Earnings Guidance

MACOM Technology Solutions (NASDAQ:MTSI) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.050-1.090 for the period, compared to the consensus earnings per share estimate of 0.930. The company issued revenue guidance of $281.0 million-$289.0 million, compared to the consensus revenue estimate of $275.3 million.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on MTSI shares. Stifel Nicolaus upped their target price on MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a research report on Friday, January 16th. TD Cowen lifted their price objective on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Barclays upped their price objective on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Needham & Company LLC raised their target price on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. Finally, Susquehanna assumed coverage on shares of MACOM Technology Solutions in a research report on Monday, December 15th. They set a “neutral” rating and a $200.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and a consensus price target of $196.82.

MACOM Technology Solutions Trading Down 5.2%

Shares of MTSI stock opened at $215.03 on Thursday. MACOM Technology Solutions has a 1-year low of $84.00 and a 1-year high of $236.80. The company has a market cap of $16.13 billion, a price-to-earnings ratio of -265.47, a PEG ratio of 4.23 and a beta of 1.44. 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 stock has a 50 day simple moving average of $192.01 and a 200-day simple moving average of $156.89.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The firm had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The firm’s revenue for the quarter was up 24.5% compared to the same quarter last year. During the same quarter last year, the company earned $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities research analysts expect that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

Insider Activity at MACOM Technology Solutions

In related news, CEO Stephen G. Daly sold 20,000 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $173.16, for a total transaction of $3,463,200.00. Following the completion of the transaction, the chief executive officer owned 54,217 shares in the company, valued at $9,388,215.72. This represents a 26.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder Susan Ocampo sold 121,067 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the completion of the transaction, the insider directly owned 4,478,323 shares in the company, valued at $851,194,852.61. This represents a 2.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 495,181 shares of company stock worth $89,546,407 over the last three months. Company insiders own 0.36% of the company’s stock.

Key Headlines Impacting MACOM Technology Solutions

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

• Positive Sentiment: Quarterly results slightly beat expectations: MACOM reported $1.02 EPS vs. consensus $0.99 and revenue of $271.6M vs. $269.0M, showing modest top- and bottom-line upside and a positive return on equity. MACOM Reports Fiscal First Quarter 2026 Financial Results
• Positive Sentiment: Analyst support and higher targets: several firms have raised price targets recently (Jefferies and Bank of America among them), signaling continued analyst conviction in MTSI’s growth outlook. Jefferies Forecasts Strong Price Appreciation for MACOM
• Neutral Sentiment: Sector backdrop: analysts flagged strong AI, data-center and telecom demand lifting semiconductor peers into earnings season — which supports MACOM’s end-market demand but leaves results subject to macro/guide scrutiny. What’s in Store for These 3 Semiconductor Stocks This Earnings Season?
• Negative Sentiment: Insider selling: a senior VP sold 5,274 shares (~$1.19M) and trimmed his stake by ~12%, a sizable disclosed sale that can prompt short-term selling pressure or signal liquidity needs. SVP Sells $1,192,240.44 in Stock
• Negative Sentiment: Profit-taking and margin profile risk: MTSI is trading near its 52-week highs and above its 50‑day/200‑day averages, making the stock vulnerable to profit-taking; the company still shows a negative net margin despite positive EPS this quarter, which may keep some investors cautious.

Institutional Inflows and Outflows

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