MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $400.00 at Barclays

Posted by Micah Haroldson on May 9th, 2026

MACOM Technology Solutions (NASDAQ:MTSI – Free Report) had its price target raised by Barclays from $265.00 to $400.00 in a report issued on Friday morning,Benzinga reports. The firm currently has an overweight rating on the semiconductor company’s stock.

Other equities research analysts also recently issued research reports about the stock. Wall Street Zen downgraded shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Loop Capital assumed coverage on shares of MACOM Technology Solutions in a research report on Friday, April 10th. They issued a “buy” rating and a $300.00 price objective on the stock. Needham & Company LLC upped their target price on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a research note on Friday. Stifel Nicolaus increased their target price on MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Finally, Jefferies Financial Group lifted their price target on MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $316.82.

Check Out Our Latest Analysis on MACOM Technology Solutions

MACOM Technology Solutions Trading Up 4.5%

NASDAQ:MTSI opened at $359.88 on Friday. MACOM Technology Solutions has a fifty-two week low of $117.17 and a fifty-two week high of $364.00. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 3.18. The stock has a market capitalization of $26.99 billion, a PE ratio of 155.79, a price-to-earnings-growth ratio of 5.72 and a beta of 1.60. The business’s 50-day simple moving average is $249.02 and its 200-day simple moving average is $209.70.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last posted its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. The business had revenue of $288.96 million during the quarter, compared to analysts’ expectations of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.MACOM Technology Solutions’s revenue for the quarter was up 22.5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Sell-side analysts expect that MACOM Technology Solutions will post 3.2 earnings per share for the current fiscal year.

Insider Activity at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 3,718 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $276.74, for a total value of $1,028,919.32. Following the sale, the senior vice president directly owned 34,886 shares in the company, valued at $9,654,351.64. This trade represents a 9.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Susan Ocampo sold 261,763 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $254.43, for a total transaction of $66,600,360.09. Following the completion of the sale, the insider directly owned 3,759,895 shares in the company, valued at approximately $956,630,084.85. This represents a 6.51% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 551,557 shares of company stock worth $137,590,774. 0.36% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

Several institutional investors and hedge funds have recently added to or reduced their stakes in MTSI. Advisors Asset Management Inc. boosted its stake in shares of MACOM Technology Solutions by 49.7% during the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after buying an additional 161 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of MACOM Technology Solutions by 9.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after acquiring an additional 13,215 shares during the last quarter. Focus Partners Wealth increased its position in shares of MACOM Technology Solutions by 121.3% in the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after acquiring an additional 3,694 shares during the last quarter. Cetera Investment Advisers bought a new stake in MACOM Technology Solutions during the second quarter worth about $372,000. Finally, Marshall Wace LLP bought a new stake in MACOM Technology Solutions during the second quarter worth about $544,000. 76.14% of the stock is owned by institutional investors.

Key MACOM Technology Solutions News

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

Positive Sentiment: MACOM reported fiscal Q2 revenue of about $289 million, up 22.5% year over year, and adjusted EPS of $1.09, both ahead of estimates. MACOM Reports Fiscal Second Quarter 2026 Financial Results
Positive Sentiment: The company’s fiscal Q3 outlook was notably stronger than expected, with revenue guidance of $331 million to $339 million and adjusted EPS guidance of $1.31 to $1.37, reinforcing optimism about accelerating growth. MACOM Reports Fiscal Second Quarter 2026 Financial Results
Positive Sentiment: Several brokerages boosted price targets, including Barclays to $400, Needham to $400, and Truist to $375, which suggests analysts see more upside despite the recent run-up in the stock. Analyst price target updates via Benzinga
Neutral Sentiment: JPMorgan and Susquehanna also raised targets, but kept neutral ratings, indicating they see fair value near current levels rather than a clear bearish case. Analyst price target updates via Benzinga

About MACOM Technology Solutions

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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.