MACOM Technology Solutions (NASDAQ:MTSI) Shares Gap Up – Should You Buy?

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) shares gapped up prior to trading on Thursday . The stock had previously closed at $381.55, but opened at $400.00. MACOM Technology Solutions shares last traded at $378.12, with a volume of 360,390 shares.

More MACOM Technology Solutions News

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

• Positive Sentiment: MACOM reported stronger-than-expected fiscal Q2 results, with EPS of $1.09 topping estimates and revenue of $288.96 million also beating forecasts; revenue rose 22.5% year over year, reinforcing momentum in the business.
• Positive Sentiment: The company lifted Q3 2026 guidance to $1.31-$1.37 in EPS, signaling management confidence that recent demand trends can continue.
• Positive Sentiment: Analysts turned more constructive after earnings, including Truist raising its price target to $375 and keeping a buy rating, while Zacks Research upgraded the stock to strong-buy.
• Positive Sentiment: Zacks also highlighted MTSI as a high-efficiency and momentum name, which can attract additional trader interest. Article Title
• Neutral Sentiment: Insider selling by directors Charles R. Bland and Geoffrey Ribar may be a mild overhang, but the sales were relatively small versus their remaining holdings and occurred after the stock’s sharp rally.
• Neutral Sentiment: One Seeking Alpha piece argued the growth story may not justify the stock’s premium valuation, which could temper upside if investors start focusing more on price than execution. Article Title

Analysts Set New Price Targets

Several brokerages have recently commented on MTSI. Jefferies Financial Group lifted their target price on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Needham & Company LLC raised their price target on MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Loop Capital assumed coverage on MACOM Technology Solutions in a report on Friday, April 10th. They issued a “buy” rating and a $300.00 price target on the stock. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday. Finally, JPMorgan Chase & Co. raised their price target on MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $316.82.

MACOM Technology Solutions Trading Down 2.1%

The firm has a market cap of $28.66 billion, a P/E ratio of 162.60, a P/E/G ratio of 3.51 and a beta of 1.60. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The firm has a fifty day moving average of $263.86 and a 200-day moving average of $218.96.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.07 by $0.02. The business had revenue of $288.96 million for the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The business’s revenue was up 22.5% on a year-over-year basis. During the same quarter last year, the business posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.3 earnings per share for the current year.

Insider Activity

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 3,718 shares of MACOM Technology Solutions stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the sale, the senior vice president owned 34,886 shares of the company’s stock, valued at $9,654,351.64. The trade was a 9.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Dennehy sold 18,398 shares of MACOM Technology Solutions stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $245.25, for a total value of $4,512,109.50. Following 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 position. The disclosure for this sale is available in the SEC filing. Insiders have sold 434,103 shares of company stock worth $109,578,263 over the last ninety days. 0.36% of the stock is currently owned by company insiders.

Institutional Trading of MACOM Technology Solutions

Several hedge funds have recently added to or reduced their stakes in the business. Northwestern Mutual Investment Management Company LLC raised its stake in MACOM Technology Solutions by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock valued at $2,454,000 after acquiring an additional 53 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. raised its stake in MACOM Technology Solutions by 2.3% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock valued at $479,000 after acquiring an additional 62 shares in the last quarter. Meeder Advisory Services Inc. raised its stake in MACOM Technology Solutions by 3.5% during the 4th quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock valued at $324,000 after acquiring an additional 63 shares in the last quarter. O Shaughnessy Asset Management LLC raised its stake in MACOM Technology Solutions by 2.4% during the 4th quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock valued at $467,000 after acquiring an additional 63 shares in the last quarter. Finally, Merit Financial Group LLC increased its position in shares of MACOM Technology Solutions by 3.9% during the 3rd quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock valued at $228,000 after purchasing an additional 68 shares during the period. Institutional investors own 76.14% of the company’s stock.

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.