MACOM Technology Solutions (MTSI) Set to Post Quarterly Earnings on Thursday

MACOM Technology Solutions (NASDAQ:MTSI) is expected to release its Q4 2026 results before the market opens on Thursday, November 5th. Analysts expect the company to post earnings of $2.00 per share and revenue of $420.38 million for the quarter. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Parties are encouraged to explore the company’s upcoming Q4 2026 earnings summary page for the latest details on the call scheduled for Thursday, November 5, 2026 at 8:30 AM ET.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The firm had revenue of $342.24 million for the quarter, compared to analysts’ expectations of $336.08 million. During the same period last year, the firm earned $0.90 earnings per share. The business’s revenue for the quarter was up 35.8% on a year-over-year basis. On average, analysts expect MACOM Technology Solutions to post $4.26 EPS for the current fiscal year and $7.15 EPS for the next fiscal year.

MACOM Technology Solutions Price Performance

Shares of MTSI stock opened at $260.92 on Thursday. The firm’s 50 day moving average price is $276.87 and its two-hundred day moving average price is $282.23. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. MACOM Technology Solutions has a 52-week low of $144.06 and a 52-week high of $418.90. The stock has a market cap of $19.93 billion, a PE ratio of 83.90, a PEG ratio of 0.78 and a beta of 1.77.

Insiders Place Their Bets

In other news, SVP Ambra R. Roth sold 653 shares of the business’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $300.00, for a total value of $195,900.00. Following the completion of the transaction, the senior vice president owned 9,184 shares of the company’s stock, valued at $2,755,200. The trade was a 6.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Dennehy sold 252 shares of the company’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $275.20, for a total transaction of $69,350.40. Following the completion of the sale, the chief operating officer owned 12,758 shares of the company’s stock, valued at approximately $3,511,001.60. This represents a 1.94% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 9,321 shares of company stock worth $2,917,644. Company insiders own 0.36% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Raymond James Financial raised MACOM Technology Solutions from a “market perform” rating to an “outperform” rating and set a $300.00 target price on the stock in a research note on Tuesday. Weiss Ratings cut MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, August 21st. Needham & Company LLC raised their target price on MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Finally, Benchmark started coverage on MACOM Technology Solutions in a research report on Thursday, August 13th. They set a “buy” rating and a $375.00 target price for the company. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $338.08.

About MACOM Technology Solutions

MACOM Technology Solutions Holdings, Inc develops and manufactures high-performance semiconductor products for applications involving radio frequency, microwave, millimeter-wave, analog, mixed-signal and optical technologies. Its offerings include integrated circuits, discrete components, modules and semiconductor devices designed to support communications, connectivity and sensing systems.

The company serves markets including telecommunications, data centers, aerospace and defense, industrial, automotive and consumer applications.