Wall Street Zen Upgrades MACOM Technology Solutions (NASDAQ:MTSI) to Buy

by · The Cerbat Gem

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) was upgraded by investment analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a note issued to investors on Saturday.

MTSI has been the subject of a number of other reports. Benchmark upped their target price on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Needham & Company LLC upped their target price on MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Susquehanna upped their target price on MACOM Technology Solutions from $300.00 to $350.00 and gave the company a “neutral” rating in a research report on Friday, May 8th. Jefferies Financial Group upped their target price on MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Finally, Truist Financial upped their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, MACOM Technology Solutions has an average rating of “Moderate Buy” and an average price target of $316.82.

Check Out Our Latest Stock Report on MTSI

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $375.60 on Friday. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29. The stock has a market cap of $28.66 billion, a P/E ratio of 162.60, a price-to-earnings-growth ratio of 3.44 and a beta of 1.60. The stock has a 50 day simple moving average of $263.86 and a 200 day simple moving average of $219.47. MACOM Technology Solutions has a 1 year low of $118.16 and a 1 year high of $401.24.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last released its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The firm had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company’s revenue was up 22.5% compared to the same quarter last year. During the same period in the prior year, the company posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, research analysts predict that MACOM Technology Solutions will post 3.3 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 3,718 shares of the company’s stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $276.74, for a total value of $1,028,919.32. Following the completion of the transaction, the senior vice president owned 34,886 shares of the company’s stock, valued at $9,654,351.64. This represents a 9.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Susan Ocampo sold 261,763 shares of the company’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $254.43, for a total value of $66,600,360.09. Following the completion of the transaction, the insider directly owned 3,759,895 shares of the company’s stock, valued at approximately $956,630,084.85. The trade was a 6.51% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 434,103 shares of company stock worth $109,578,263. Company insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

Institutional investors and hedge funds have recently bought and sold shares of the company. Northwestern Mutual Investment Management Company LLC grew its position in shares of MACOM Technology Solutions by 0.4% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock valued at $2,454,000 after buying an additional 53 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. grew its position in shares of MACOM Technology Solutions by 2.3% in the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock valued at $479,000 after buying an additional 62 shares during the last quarter. Meeder Advisory Services Inc. grew its position in shares of MACOM Technology Solutions by 3.5% in the 4th quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock valued at $324,000 after buying an additional 63 shares during the last quarter. O Shaughnessy Asset Management LLC grew its position in shares of MACOM Technology Solutions by 2.4% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock valued at $467,000 after buying an additional 63 shares during the last quarter. Finally, Merit Financial Group LLC grew its position in shares of MACOM Technology Solutions by 3.9% in the 3rd quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock valued at $228,000 after buying an additional 68 shares during the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

More MACOM Technology Solutions News

Here are the key news stories impacting MACOM Technology Solutions this week:

  • Positive Sentiment: MACOM reported stronger-than-expected fiscal Q2 results, with EPS of $1.09 topping estimates and revenue of $288.96 million also beating forecasts; revenue rose 22.5% year over year, reinforcing momentum in the business.
  • Positive Sentiment: The company lifted Q3 2026 guidance to $1.31-$1.37 in EPS, signaling management confidence that recent demand trends can continue.
  • Positive Sentiment: Analysts turned more constructive after earnings, including Truist raising its price target to $375 and keeping a buy rating, while Zacks Research upgraded the stock to strong-buy.
  • Positive Sentiment: Zacks also highlighted MTSI as a high-efficiency and momentum name, which can attract additional trader interest. Article Title
  • Neutral Sentiment: Insider selling by directors Charles R. Bland and Geoffrey Ribar may be a mild overhang, but the sales were relatively small versus their remaining holdings and occurred after the stock’s sharp rally.
  • Neutral Sentiment: One Seeking Alpha piece argued the growth story may not justify the stock’s premium valuation, which could temper upside if investors start focusing more on price than execution. Article Title

MACOM Technology Solutions Company Profile

(Get Free Report)

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.

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