MACOM Technology Solutions (NASDAQ:MTSI) Releases Q4 2026 Earnings Guidance

MACOM Technology Solutions (NASDAQ:MTSI) issued an update on its fourth quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.970-2.030 for the period, compared to the consensus EPS estimate of 1.490. The company issued revenue guidance of $415.0 million-$425.0 million, compared to the consensus revenue estimate of $364.1 million.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on MTSI shares. Needham & Company LLC upped their price objective on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Stifel Nicolaus lifted their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Bank of America boosted their price target on MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Barclays upped their price target on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Finally, Wall Street Zen downgraded MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, July 25th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $330.45.

MACOM Technology Solutions Price Performance

MTSI stock traded up $28.95 during midday trading on Thursday, reaching $292.41. 727,653 shares of the company’s stock traded hands, compared to its average volume of 1,465,873. The company has a 50-day simple moving average of $328.14 and a two-hundred day simple moving average of $286.07. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. MACOM Technology Solutions has a 1-year low of $118.16 and a 1-year high of $418.90. The company has a market cap of $22.31 billion, a price-to-earnings ratio of 126.70, a PEG ratio of 2.24 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company had revenue of $342.24 million for the quarter, compared to analyst estimates of $335.53 million. During the same quarter in the previous year, the firm earned $0.90 earnings per share. The business’s 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. On average, analysts anticipate that MACOM Technology Solutions will post 3.68 earnings per share for the current year.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, CFO John Kober sold 7,644 shares of the stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the sale, the chief financial officer owned 40,972 shares of the company’s stock, valued at $14,719,191. This represents a 15.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the firm’s stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the sale, the senior vice president owned 29,756 shares of the company’s stock, valued at $11,422,435.72. The trade was a 8.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 74,378 shares of company stock worth $27,732,022 over the last quarter. Corporate insiders own 0.36% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Advisors Asset Management Inc. lifted its stake in shares of MACOM Technology Solutions by 49.7% during the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after acquiring an additional 161 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in 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 worth $15,778,000 after purchasing an additional 13,215 shares during the period. Focus Partners Wealth raised its holdings 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 bought a new position in shares of MACOM Technology Solutions in the 2nd quarter valued at about $372,000. Finally, Marshall Wace LLP acquired a new stake in shares of MACOM Technology Solutions during the 2nd quarter worth approximately $544,000. 76.14% of the stock is currently owned by institutional investors.

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.