MACOM Technology Solutions (MTSI) to Release Earnings on Thursday

MACOM Technology Solutions (NASDAQ:MTSI) will likely be posting its Q1 2026 results before the market opens on Thursday, February 5th. Analysts expect MACOM Technology Solutions to post earnings of $0.99 per share and revenue of $269.0180 million for the quarter. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Parties are encouraged to explore the company’s upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Thursday, February 5, 2026 at 8:30 AM ET.

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. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The business had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. During the same quarter in the prior year, the firm posted $0.73 EPS. MACOM Technology Solutions’s revenue was up 3.6% on a year-over-year basis. On average, analysts expect MACOM Technology Solutions to post $2 EPS for the current fiscal year and $3 EPS for the next fiscal year.

MACOM Technology Solutions Stock Up 3.2%

Shares of NASDAQ:MTSI opened at $226.25 on Thursday. The firm has a fifty day moving average price of $185.93 and a two-hundred day moving average price of $153.95. The company has a market cap of $16.97 billion, a price-to-earnings ratio of -279.32, a PEG ratio of 4.09 and a beta of 1.43. 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 has a one year low of $84.00 and a one year high of $230.82.

Wall Street Analyst Weigh In

Several research firms recently issued reports on MTSI. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Wednesday, December 31st. Bank of America lifted their price target 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. Benchmark boosted their price objective on MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Finally, Susquehanna began coverage on shares of MACOM Technology Solutions in a research note on Monday, December 15th. They issued a “neutral” rating and a $200.00 target price on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $190.50.

Insider Transactions at MACOM Technology Solutions

In related news, CEO Stephen G. Daly sold 20,000 shares of the firm’s stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $175.73, for a total transaction of $3,514,600.00. Following the transaction, the chief executive officer directly owned 74,217 shares of the company’s stock, valued at approximately $13,042,153.41. This trade represents a 21.23% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Ambra R. Roth sold 17,268 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $160.91, for a total value of $2,778,593.88. Following the completion of the sale, the senior vice president owned 9,837 shares of the company’s stock, valued at $1,582,871.67. The trade was a 63.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 589,907 shares of company stock valued at $104,362,167 over the last 90 days. Company insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of institutional investors have recently made changes to their positions in MTSI. Advisory Services Network LLC purchased a new position in MACOM Technology Solutions in the 3rd quarter worth $25,000. Larson Financial Group LLC boosted its position in MACOM Technology Solutions by 19.4% during the third quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock valued at $52,000 after buying an additional 68 shares during the period. Quarry LP grew its stake in shares of MACOM Technology Solutions by 548.5% during the third quarter. Quarry LP now owns 428 shares of the semiconductor company’s stock valued at $53,000 after buying an additional 362 shares during the last quarter. Advisors Asset Management Inc. increased its holdings in shares of MACOM Technology Solutions by 49.7% in the first 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 period. Finally, Danske Bank A S bought a new stake in shares of MACOM Technology Solutions in the 3rd quarter valued at about $100,000. Hedge funds and other 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.