MACOM Technology Solutions (NASDAQ:MTSI) Releases Q4 2026 Earnings Guidance

MACOM Technology Solutions (NASDAQ:MTSI) issued an update on its fourth quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 1.970-2.030 for the period, compared to the consensus earnings per share estimate of 1.490. The company issued revenue guidance of $415.0 million-$425.0 million, compared to the consensus revenue estimate of $364.1 million.

Analyst Ratings Changes

A number of research firms have weighed in on MTSI. Stifel Nicolaus boosted their target price on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Susquehanna dropped their price objective on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research note on Tuesday, July 21st. Barclays increased their price objective on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 24th. Finally, Loop Capital initiated coverage on MACOM Technology Solutions in a research report on Friday, April 10th. They set a “buy” rating and a $300.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $331.36.

MACOM Technology Solutions Price Performance

NASDAQ:MTSI traded up $9.18 during trading hours on Friday, hitting $310.82. The stock had a trading volume of 1,976,965 shares, compared to its average volume of 1,507,222. The company has a 50 day simple moving average of $325.26 and a two-hundred day simple moving average of $286.80. The firm has a market capitalization of $23.72 billion, a price-to-earnings ratio of 99.94, a P/E/G ratio of 2.47 and a beta of 1.70. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 5.84. MACOM Technology Solutions has a one year low of $118.16 and a one year high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The company had revenue of $342.24 million for the quarter, compared to the consensus estimate of $336.08 million. During the same quarter last year, the business posted $0.90 earnings per share. The firm’s revenue was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Research analysts forecast that MACOM Technology Solutions will post 3.68 earnings per share for the current fiscal year.

Insider Activity at MACOM Technology Solutions

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the transaction, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This trade represents a 8.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of the company’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the sale, the chief executive officer directly owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This trade represents a 29.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 74,378 shares of company stock worth $27,732,022 in the last quarter. 0.36% of the stock is owned by company insiders.

Trending Headlines about MACOM Technology Solutions

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

• Positive Sentiment: Fiscal Q3 2026 earnings per share rose to $1.40 from $0.90 a year earlier, beating the $1.34–$1.35 analyst consensus. Revenue increased 35.8% year over year to $342.24 million, also exceeding expectations of approximately $335.5 million. MTSI Q3 Earnings Surpass Expectations, Revenues Rise Y/Y
• Positive Sentiment: MACOM issued fiscal Q4 EPS guidance of $1.97–$2.03 and revenue guidance of $415 million–$425 million, far above consensus estimates of $1.49 and $364.1 million, respectively. MTSI Q3 Earnings Call Highlights Data Center Growth Outlook
• Positive Sentiment: Management highlighted accelerating data-center demand, record bookings and greater operating leverage, suggesting that growth may continue beyond the latest quarter. MACOM Reports Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: Needham raised its price target from $400 to $410 and maintained a Buy rating. Analysts overall maintain a “Moderate Buy” consensus, reinforcing bullish sentiment. MACOM Receives Moderate Buy Consensus
• Neutral Sentiment: At approximately $310.82, MTSI remains well below its 52-week high of $418.90 but trades at a lofty trailing P/E ratio of about 135, leaving the shares sensitive to any slowdown in data-center growth or guidance.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of MTSI. Pacer Advisors Inc. grew its position in MACOM Technology Solutions by 6.2% during the 4th quarter. Pacer Advisors Inc. now owns 11,984 shares of the semiconductor company’s stock worth $2,053,000 after acquiring an additional 698 shares during the last quarter. Mercer Global Advisors Inc. ADV lifted its position in MACOM Technology Solutions by 83.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 3,058 shares of the semiconductor company’s stock valued at $524,000 after purchasing an additional 1,388 shares during the last quarter. Raymond James Financial Inc. lifted its position in MACOM Technology Solutions by 122.1% in the fourth quarter. Raymond James Financial Inc. now owns 602,450 shares of the semiconductor company’s stock valued at $104,440,000 after purchasing an additional 331,206 shares during the last quarter. EP Wealth Advisors LLC purchased a new stake in shares of MACOM Technology Solutions during the fourth quarter valued at approximately $324,000. Finally, NewEdge Advisors LLC grew its holdings in shares of MACOM Technology Solutions by 1,731.2% in the fourth quarter. NewEdge Advisors LLC now owns 1,410 shares of the semiconductor company’s stock worth $242,000 after purchasing an additional 1,333 shares during the last quarter. 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.