MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $261.00

MACOM Technology Solutions (NASDAQ:MTSI) had its price objective upped by Truist Financial from $200.00 to $261.00 in a research report report published on Friday morning,Benzinga reports. Truist Financial currently has a buy rating on the semiconductor company’s stock.

A number of other brokerages also recently commented on MTSI. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Benchmark lifted their price target on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research report on Friday. Stifel Nicolaus increased their price objective on MACOM Technology Solutions from $185.00 to $215.00 and gave the stock a “buy” rating in a research report on Friday, January 16th. Bank of America lifted their target price on MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. Finally, Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. 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 stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $220.92.

MACOM Technology Solutions Price Performance

NASDAQ:MTSI opened at $235.87 on Friday. MACOM Technology Solutions has a one year low of $84.00 and a one year high of $240.85. The stock has a market cap of $17.69 billion, a PE ratio of 110.74, a P/E/G ratio of 4.40 and a beta of 1.44. 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 stock has a 50 day moving average price of $194.41 and a 200 day moving average price of $158.34.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results 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. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The company had revenue of $271.61 million during the quarter, compared to analysts’ expectations of $269.02 million. During the same period in the prior year, the business earned $0.79 EPS. The firm’s quarterly revenue was up 24.5% on a year-over-year basis. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Equities research analysts expect that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

Insider Activity at MACOM Technology Solutions

In other news, Director Charles R. Bland sold 4,000 shares of the stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $165.00, for a total transaction of $660,000.00. Following the sale, the director owned 15,362 shares of the company’s stock, valued at approximately $2,534,730. This represents a 20.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Ambra R. Roth sold 17,268 shares of MACOM Technology Solutions stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $160.91, for a total transaction of $2,778,593.88. Following the completion of the transaction, the senior vice president owned 9,837 shares of the company’s stock, valued at $1,582,871.67. This trade represents a 63.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 455,703 shares of company stock worth $88,724,657 over the last ninety days. Company insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Norges Bank purchased a new stake in shares of MACOM Technology Solutions during the second quarter worth $113,936,000. Wellington Management Group LLP grew its stake in MACOM Technology Solutions by 180.6% during the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after purchasing an additional 634,903 shares in the last quarter. Bessemer Group Inc. increased its holdings in MACOM Technology Solutions by 170,782.0% during the 4th quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock worth $97,465,000 after purchasing an additional 568,704 shares during the period. Rafferty Asset Management LLC acquired a new stake in MACOM Technology Solutions in the 3rd quarter valued at about $67,486,000. Finally, FengHe Fund Management Pte. Ltd. purchased a new position in shares of MACOM Technology Solutions in the 4th quarter valued at about $90,663,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Key Stories 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.

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.