MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $345.00

11 May 2026, 03:41 by Renee Jackson · The Cerbat Gem

MACOM Technology Solutions (NASDAQ:MTSI – Free Report) had its price target boosted by JPMorgan Chase & Co. from $240.00 to $345.00 in a report issued on Friday,Benzinga reports. They currently have a neutral rating on the semiconductor company’s stock.

Other equities research analysts also recently issued reports about the stock. Wall Street Zen downgraded shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Needham & Company LLC lifted their price target on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research report on Friday. 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. Susquehanna lifted their price target on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the company a “neutral” rating in a research report on Friday. Finally, Bank of America lifted their price target on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research report on Monday, April 13th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $316.82.

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MACOM Technology Solutions Price Performance

NASDAQ MTSI opened at $359.88 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. MACOM Technology Solutions has a 1-year low of $117.17 and a 1-year high of $364.00. The company has a 50 day moving average of $249.02 and a 200-day moving average of $209.70. The company has a market cap of $27.46 billion, a price-to-earnings ratio of 155.79, a PEG ratio of 3.40 and a beta of 1.60.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last released its quarterly 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. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. During the same period in the previous year, the business earned $0.85 earnings per share. The firm’s quarterly revenue was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities research analysts expect that MACOM Technology Solutions will post 3.2 earnings per share for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 3,718 shares of the business’s stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the completion of the transaction, the senior vice president directly owned 34,886 shares in the company, valued at $9,654,351.64. The trade was a 9.63% decrease in their ownership of the stock. 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, Director Geoffrey G. Ribar sold 2,244 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $253.59, for a total transaction of $569,055.96. Following the transaction, the director owned 13,410 shares of the company’s stock, valued at approximately $3,400,641.90. This represents a 14.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 551,557 shares of company stock valued at $137,590,774. 0.36% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in shares of MACOM Technology Solutions by 2.2% during the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock worth $1,237,515,000 after buying an additional 157,343 shares during the last quarter. Price T Rowe Associates Inc. MD grew its stake in shares of MACOM Technology Solutions by 7.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock worth $331,374,000 after buying an additional 136,262 shares during the last quarter. Alliancebernstein L.P. grew its stake in shares of MACOM Technology Solutions by 11.7% during the third quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company’s stock worth $186,080,000 after buying an additional 156,194 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of MACOM Technology Solutions by 3.0% during the fourth quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock worth $217,073,000 after buying an additional 37,222 shares during the last quarter. Finally, GW&K Investment Management LLC grew its stake in shares of MACOM Technology Solutions by 6.1% during the fourth quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock worth $208,609,000 after buying an additional 70,167 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

MACOM Technology Solutions News Summary

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

Positive Sentiment: MACOM reported fiscal Q2 revenue of about $289 million, up 22.5% year over year, and adjusted EPS of $1.09, both ahead of estimates. MACOM Reports Fiscal Second Quarter 2026 Financial Results
Positive Sentiment: The company’s fiscal Q3 outlook was notably stronger than expected, with revenue guidance of $331 million to $339 million and adjusted EPS guidance of $1.31 to $1.37, reinforcing optimism about accelerating growth. MACOM Reports Fiscal Second Quarter 2026 Financial Results
Positive Sentiment: Several brokerages boosted price targets, including Barclays to $400, Needham to $400, and Truist to $375, which suggests analysts see more upside despite the recent run-up in the stock. Analyst price target updates via Benzinga
Neutral Sentiment: JPMorgan and Susquehanna also raised targets, but kept neutral ratings, indicating they see fair value near current levels rather than a clear bearish case. Analyst price target updates via Benzinga

About MACOM Technology Solutions

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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.