Investment Analysts’ Weekly Ratings Updates for MACOM Technology Solutions (MTSI)

A number of firms have modified their ratings and price targets on shares of MACOM Technology Solutions (NASDAQ: MTSI) recently:

• 2/6/2026 – MACOM Technology Solutions had its price target raised by JPMorgan Chase & Co. from $165.00 to $240.00. They now have a “neutral” rating on the stock.
• 2/6/2026 – MACOM Technology Solutions had its price target raised by Stifel Nicolaus from $215.00 to $255.00. They now have a “buy” rating on the stock.
• 2/6/2026 – MACOM Technology Solutions had its price target raised by Truist Financial Corporation from $200.00 to $261.00. They now have a “buy” rating on the stock.
• 2/6/2026 – MACOM Technology Solutions had its “buy” rating reaffirmed by Needham & Company LLC. They now have a $250.00 price target on the stock.
• 2/6/2026 – MACOM Technology Solutions had its price target raised by Benchmark Co. from $160.00 to $260.00. They now have a “buy” rating on the stock.
• 2/2/2026 – MACOM Technology Solutions had its price target raised by Jefferies Financial Group Inc. from $185.00 to $260.00. They now have a “buy” rating on the stock.
• 1/29/2026 – MACOM Technology Solutions was downgraded by Zacks Research from “strong-buy” to “hold”.
• 1/26/2026 – MACOM Technology Solutions was upgraded by Weiss Ratings from “sell (d+)” to “hold (c-)”.
• 1/21/2026 – MACOM Technology Solutions had its price target raised by Bank of America Corporation from $220.00 to $260.00. They now have a “buy” rating on the stock.
• 1/16/2026 – MACOM Technology Solutions had its price target raised by Stifel Nicolaus from $185.00 to $215.00. They now have a “buy” rating on the stock.
• 1/12/2026 – MACOM Technology Solutions was downgraded by Weiss Ratings from “hold (c-)” to “sell (d+)”.
• 1/10/2026 – MACOM Technology Solutions was upgraded by Wall Street Zen from “hold” to “buy”.
• 12/31/2025 – MACOM Technology Solutions was upgraded by Zacks Research from “hold” to “strong-buy”.
• 12/29/2025 – MACOM Technology Solutions had its “hold (c-)” rating reaffirmed by Weiss Ratings.
• 12/27/2025 – MACOM Technology Solutions was downgraded by Wall Street Zen from “buy” to “hold”.

Insiders Place Their Bets

In related news, CEO Stephen G. Daly sold 20,000 shares of the firm’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $173.16, for a total transaction of $3,463,200.00. Following the transaction, the chief executive officer directly owned 54,217 shares in the company, valued at $9,388,215.72. This trade represents a 26.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO John Kober sold 7,196 shares of MACOM Technology Solutions stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.07, for a total value of $1,749,131.72. Following the completion of the transaction, the chief financial officer owned 48,508 shares of the company’s stock, valued at approximately $11,790,839.56. The trade was a 12.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 739,998 shares of company stock worth $159,200,587. 0.36% of the stock is owned by corporate insiders.

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.