MACOM Technology Solutions (NASDAQ:MTSI) Stock Price Expected to Rise, Bank of America Analyst Says

MACOM Technology Solutions (NASDAQ:MTSI) had its price objective lifted by Bank of America from $220.00 to $260.00 in a note issued to investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the semiconductor company’s stock. Bank of America‘s price target points to a potential upside of 15.92% from the stock’s current price.

MTSI has been the subject of several other reports. TD Cowen increased their price target on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Zacks Research upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, December 31st. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Truist Financial lifted their price target on MACOM Technology Solutions from $180.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Finally, Weiss Ratings downgraded shares of MACOM Technology Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 12th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $190.50.

MACOM Technology Solutions Price Performance

Shares of NASDAQ MTSI opened at $224.29 on Wednesday. MACOM Technology Solutions has a 1 year low of $84.00 and a 1 year high of $230.82. The stock has a market capitalization of $16.82 billion, a P/E ratio of -276.90, a P/E/G ratio of 4.22 and a beta of 1.43. The company’s 50-day moving average is $181.11 and its 200 day moving average is $151.52. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The firm had revenue of $261.17 million for the quarter, compared to the consensus estimate of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The business’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.73 EPS. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. On average, sell-side analysts expect that MACOM Technology Solutions will post 2.43 earnings per share for the current year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, CEO Stephen G. Daly sold 20,000 shares of the stock in a transaction on Monday, November 10th. The shares were sold at an average price of $175.73, for a total value of $3,514,600.00. Following the sale, the chief executive officer owned 74,217 shares of the company’s stock, valued at approximately $13,042,153.41. This represents a 21.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, major shareholder Susan Ocampo sold 124,515 shares of the firm’s stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $148.02, for a total transaction of $18,430,710.30. Following the completion of the sale, the insider owned 2,585,692 shares of the company’s stock, valued at $382,734,129.84. This trade represents a 4.59% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 784,982 shares of company stock valued at $133,189,368 over the last ninety days. 16.30% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Ethic Inc. purchased a new position in shares of MACOM Technology Solutions during the third quarter valued at $1,208,000. Deltec Asset Management LLC purchased a new position in MACOM Technology Solutions during the 3rd quarter valued at about $1,429,000. Pacer Advisors Inc. raised its holdings in shares of MACOM Technology Solutions by 350.4% in the 3rd quarter. Pacer Advisors Inc. now owns 11,286 shares of the semiconductor company’s stock valued at $1,405,000 after purchasing an additional 8,780 shares in the last quarter. SG Americas Securities LLC lifted its position in shares of MACOM Technology Solutions by 1,484.2% in the 3rd quarter. SG Americas Securities LLC now owns 40,365 shares of the semiconductor company’s stock worth $5,025,000 after purchasing an additional 37,817 shares during the period. Finally, G2 Investment Partners Management LLC lifted its position in shares of MACOM Technology Solutions by 13.1% in the 2nd quarter. G2 Investment Partners Management LLC now owns 70,417 shares of the semiconductor company’s stock worth $10,090,000 after purchasing an additional 8,170 shares during the period. Institutional investors own 76.14% of the company’s stock.

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.