MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $260.00

MACOM Technology Solutions (NASDAQ:MTSI) had its price objective hoisted by research analysts at Benchmark from $160.00 to $260.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the semiconductor company’s stock. Benchmark’s target price would indicate a potential upside of 14.14% from the company’s current price.

Several other equities analysts also recently commented on MTSI. Stifel Nicolaus boosted their target price on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the stock a “buy” rating in a report on Friday, January 16th. Truist Financial increased their price objective on shares of MACOM Technology Solutions from $180.00 to $200.00 and gave the company a “buy” rating in a report on Friday, December 19th. Bank of America lifted their target price on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Jefferies Financial Group raised their price target on MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a report on Monday. Finally, Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $210.00.

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $227.80 on Friday. The firm’s 50 day simple moving average is $193.20 and its two-hundred day simple moving average is $157.39. 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 company has a market capitalization of $17.09 billion, a P/E ratio of -281.23, a P/E/G ratio of 4.01 and a beta of 1.44. MACOM Technology Solutions has a 1-year low of $84.00 and a 1-year high of $236.80.

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

Insiders Place Their Bets

In related news, major shareholder Susan Ocampo sold 121,067 shares of the company’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $190.07, for a total value of $23,011,204.69. Following the completion of the sale, the insider directly owned 4,478,323 shares of the company’s stock, valued at $851,194,852.61. This represents a 2.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Ambra R. Roth sold 17,268 shares of the stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $160.91, for a total value of $2,778,593.88. Following the sale, the senior vice president directly owned 9,837 shares in the company, valued at $1,582,871.67. This trade represents a 63.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 519,964 shares of company stock worth $99,832,735 in the last 90 days. 0.36% of the stock is owned by insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

Several institutional investors have recently added to or reduced their stakes in MTSI. TimesSquare Capital Management LLC lifted its position in MACOM Technology Solutions by 4.1% during the 4th quarter. TimesSquare Capital Management LLC now owns 246,866 shares of the semiconductor company’s stock worth $42,283,000 after acquiring an additional 9,767 shares during the period. Profund Advisors LLC raised its holdings in MACOM Technology Solutions by 3.2% in the 4th quarter. Profund Advisors LLC now owns 4,821 shares of the semiconductor company’s stock worth $826,000 after purchasing an additional 150 shares during the period. ProShare Advisors LLC raised its stake in shares of MACOM Technology Solutions by 24.3% during the 4th quarter. ProShare Advisors LLC now owns 10,718 shares of the semiconductor company’s stock worth $1,836,000 after buying an additional 2,093 shares during the period. HighTower Advisors LLC grew its position in shares of MACOM Technology Solutions by 720.4% in the fourth quarter. HighTower Advisors LLC now owns 33,979 shares of the semiconductor company’s stock valued at $5,820,000 after purchasing an additional 29,837 shares during the period. Finally, Envestnet Portfolio Solutions Inc. raised its position in shares of MACOM Technology Solutions by 1.8% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 11,044 shares of the semiconductor company’s stock worth $1,892,000 after purchasing an additional 190 shares during the last quarter. Institutional investors and hedge funds own 76.14% 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: Q1 results beat on both EPS and revenue: MACOM reported $1.02 EPS vs. $0.99 consensus and revenue of $271.6M (up ~24.5% YoY), signaling solid top-line growth. Read More.
• Positive Sentiment: Upbeat Q2 guidance materially above estimates: company guided to EPS $1.050–1.090 and revenue $281M–$289M versus consensus EPS ~$0.93 and revenue ~$275M — a driver of stronger near-term earnings expectations. Read More.
• Positive Sentiment: Analysts and media highlighted the beat-and-raise: several outlets and analysts raised targets and reiterated buys after the quarter, supporting momentum and sentiment. Read More.
• Neutral Sentiment: Management commentary and detail available from the earnings call/transcript — helpful for investors wanting color on demand drivers (data center, telecom, optical) and margin trajectory. Read More.
• Neutral Sentiment: Valuation write-ups surfaced after the results, discussing whether the stronger growth and guidance justify higher targets — useful for re-rating assessment. Read More.
• Negative Sentiment: Large insider sell-offs: major shareholder Susan Ocampo sold 100,000 shares (~$23M) and an SVP sold ~5,274 shares recently — raises short-term governance/lockup/markup questions and can weigh on sentiment. Read More.
• Negative Sentiment: Another disclosure shows the SVP sale (5,274 shares, ~$1.19M) — recurring insider sales by executives may temper enthusiasm despite strong results. Read More.

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.