Equities Analysts Offer Predictions for MTSI Q1 Earnings

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) – Equities research analysts at Northland Securities issued their Q1 2027 earnings per share (EPS) estimates for shares of MACOM Technology Solutions in a research report issued on Friday, August 7th. Northland Securities analyst T. Savageaux expects that the semiconductor company will earn $1.69 per share for the quarter. The consensus estimate for MACOM Technology Solutions’ current full-year earnings is $3.76 per share. Northland Securities also issued estimates for MACOM Technology Solutions’ Q2 2027 earnings at $1.72 EPS, Q3 2027 earnings at $1.75 EPS and Q4 2027 earnings at $1.80 EPS.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, beating the consensus estimate of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The firm had revenue of $342.24 million during the quarter, compared to the consensus estimate of $336.08 million. During the same period in the previous year, the company posted $0.90 earnings per share. The firm’s quarterly revenue was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS.

Several other equities research analysts have also commented on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Wednesday, August 5th. Barclays increased 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 note on Friday, May 22nd. JPMorgan Chase & Co. lifted their price objective on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, Truist Financial upped their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $341.82.

MACOM Technology Solutions Stock Up 3.5%

Shares of MACOM Technology Solutions stock opened at $327.53 on Monday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78. The stock has a market cap of $25.01 billion, a price-to-earnings ratio of 105.32, a PEG ratio of 1.99 and a beta of 1.70. The firm’s 50-day moving average is $318.11 and its two-hundred day moving average is $290.99. MACOM Technology Solutions has a 1 year low of $118.28 and a 1 year high of $418.90.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of large investors have recently modified their holdings of the business. Advisors Asset Management Inc. raised its position in shares of MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after purchasing an additional 161 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in MACOM Technology Solutions by 9.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock worth $15,778,000 after purchasing an additional 13,215 shares in the last quarter. Focus Partners Wealth grew its position in MACOM Technology Solutions by 121.3% during the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after purchasing an additional 3,694 shares during the last quarter. Cetera Investment Advisers purchased a new stake in MACOM Technology Solutions during the 2nd quarter worth approximately $372,000. Finally, Marshall Wace LLP acquired a new position in MACOM Technology Solutions during the 2nd quarter valued at approximately $544,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Insiders Place Their Bets

In related news, SVP Donghyun Thomas Hwang sold 2,620 shares of the company’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the transaction, the senior vice president directly owned 29,756 shares of the company’s stock, valued at $11,422,435.72. This represents a 8.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of the stock in a transaction dated Friday, May 29th. The shares were 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 owned 38,389 shares of the company’s stock, valued at approximately $14,040,776.75. This trade represents a 29.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.36% of the stock is owned by company insiders.

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.