MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $255.00

MACOM Technology Solutions (NASDAQ:MTSI) had its target price lifted by Stifel Nicolaus from $215.00 to $255.00 in a research report released on Friday morning,Benzinga reports. They currently have a buy rating on the semiconductor company’s stock.

MTSI has been the topic of several other reports. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Jefferies Financial Group increased their price target on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research note on Monday, February 2nd. Finally, Truist Financial lifted their price objective on MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a research report on Friday. 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. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $220.92.

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $235.87 on Friday. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96. The business’s fifty day moving average price is $194.41 and its two-hundred day moving average price is $158.34. The stock has a market cap of $17.69 billion, a PE ratio of 110.74, a price-to-earnings-growth ratio of 4.40 and a beta of 1.44. MACOM Technology Solutions has a one year low of $84.00 and a one year high of $240.85.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (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 return on equity of 15.55% and a net margin of 15.88%.The business’s revenue was up 24.5% on a year-over-year basis. During the same period in the prior year, the business earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, analysts forecast that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

Insider Transactions at MACOM Technology Solutions

In related news, SVP Donghyun Thomas Hwang sold 5,274 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $226.06, for a total value of $1,192,240.44. Following the transaction, the senior vice president directly owned 38,604 shares of the company’s stock, valued at approximately $8,726,820.24. This trade represents a 12.02% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Stephen G. Daly sold 20,000 shares of MACOM Technology Solutions stock in a transaction on Monday, December 1st. The shares were sold at an average price of $173.16, for a total value of $3,463,200.00. Following the completion of the transaction, the chief executive officer owned 54,217 shares in the company, valued at $9,388,215.72. The trade was a 26.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 455,703 shares of company stock valued at $88,724,657. Corporate insiders own 0.36% of the company’s stock.

Institutional Trading of MACOM Technology Solutions

Institutional investors have recently modified their holdings of the company. Ethic Inc. purchased a new stake in MACOM Technology Solutions during the 3rd quarter worth $1,208,000. Deltec Asset Management LLC acquired a new stake in shares of MACOM Technology Solutions during the third quarter valued at about $1,429,000. Massachusetts Financial Services Co. MA grew its stake in shares of MACOM Technology Solutions by 205.3% during the third quarter. Massachusetts Financial Services Co. MA now owns 390,450 shares of the semiconductor company’s stock valued at $48,607,000 after acquiring an additional 262,557 shares in the last quarter. New York State Common Retirement Fund increased its position in shares of MACOM Technology Solutions by 3.9% during the third quarter. New York State Common Retirement Fund now owns 354,494 shares of the semiconductor company’s stock worth $44,131,000 after acquiring an additional 13,321 shares during the last quarter. Finally, Pacer Advisors Inc. lifted its stake in shares of MACOM Technology Solutions by 350.4% in the third quarter. Pacer Advisors Inc. now owns 11,286 shares of the semiconductor company’s stock worth $1,405,000 after acquiring an additional 8,780 shares in the last quarter. Hedge funds and other institutional investors 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 consensus — EPS $1.02 vs. $0.99 and revenue $271.6M, +24.5% YoY, showing healthy top-line growth and margin strength. Read More.
• Positive Sentiment: Upside Q2 guidance materially above Street — company guided to EPS $1.05–$1.09 and revenue $281M–$289M vs. consensus EPS ≈ $0.93 and revenue ≈ $275M, boosting near-term earnings estimates. Read More.
• Positive Sentiment: Analysts raised targets and reiterated buys after the quarter — Stifel raised target to $255, Truist to $261, Benchmark to $260 and Needham reaffirmed $250, supporting further upside potential. Read More.
• Neutral Sentiment: Deeper coverage and transcripts available — earnings-call transcript and sector deep-dives provide detail on demand drivers (data center, telecom, optical) and margin cadence for investors doing due diligence. Read More.
• Neutral Sentiment: Valuation discussions surfaced — analysts and write-ups are reassessing whether stronger growth and guidance warrant a re-rating; useful context for sizing positions. Read More.
• Negative Sentiment: Major shareholder Susan Ocampo sold 100,000 shares (~$23.0M) recently, reducing her stake ~2.2% — large insider sales can pressure sentiment and be interpreted as liquidity-taking. Read More.
• Negative Sentiment: SVP Donghyun Thomas Hwang sold ~5,274 shares (~$1.19M) — multiple recent insider sales (executive and major shareholder) may temper some investor 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.