MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) to Post Q2 2026 Earnings of $0.67 Per Share, Zacks Research Forecasts

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) – Equities researchers at Zacks Research increased their Q2 2026 earnings estimates for shares of MACOM Technology Solutions in a report issued on Tuesday, July 23rd. Zacks Research analyst R. Department now anticipates that the semiconductor company will post earnings of $0.67 per share for the quarter, up from their previous forecast of $0.66. The consensus estimate for MACOM Technology Solutions’ current full-year earnings is $1.92 per share.

A number of other equities research analysts also recently issued reports on the stock. Benchmark upped their price target on shares of MACOM Technology Solutions from $95.00 to $115.00 and gave the company a “buy” rating in a research note on Monday, May 6th. Barclays increased their price target on shares of MACOM Technology Solutions from $105.00 to $115.00 and gave the company an “overweight” rating in a report on Friday, May 3rd. Jefferies Financial Group reissued a “buy” rating and set a $135.00 price objective (up from $100.00) on shares of MACOM Technology Solutions in a research note on Monday, May 13th. Evercore ISI began coverage on MACOM Technology Solutions in a research note on Tuesday, April 16th. They issued an “outperform” rating and a $120.00 price objective for the company. Finally, Craig Hallum boosted their target price on MACOM Technology Solutions from $95.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, May 3rd. Two analysts have rated the stock with a hold rating and nine have assigned a buy rating to the company’s stock. According to data from MarketBeat, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average target price of $113.00.

MACOM Technology Solutions Stock Down 3.8 %

NASDAQ MTSI opened at $97.78 on Friday. The stock has a 50 day moving average price of $106.40 and a 200-day moving average price of $97.55. MACOM Technology Solutions has a one year low of $66.85 and a one year high of $118.76. The company has a debt-to-equity ratio of 0.47, a quick ratio of 5.70 and a current ratio of 7.34. The company has a market capitalization of $7.05 billion, a P/E ratio of 111.11, a P/E/G ratio of 5.19 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, May 2nd. The semiconductor company reported $0.40 EPS for the quarter, missing analysts’ consensus estimates of $0.45 by ($0.05). MACOM Technology Solutions had a net margin of 10.01% and a return on equity of 12.67%. The firm had revenue of $181.23 million for the quarter, compared to the consensus estimate of $180.97 million.

Insider Buying and Selling

In other MACOM Technology Solutions news, Director Charles R. Bland sold 2,500 shares of the company’s stock in a transaction on Thursday, May 16th. The stock was sold at an average price of $102.39, for a total value of $255,975.00. Following the transaction, the director now owns 26,439 shares of the company’s stock, valued at approximately $2,707,089.21. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In other news, Director Charles R. Bland sold 2,500 shares of the business’s stock in a transaction on Thursday, May 16th. The shares were sold at an average price of $102.39, for a total transaction of $255,975.00. Following the completion of the sale, the director now directly owns 26,439 shares of the company’s stock, valued at $2,707,089.21. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Susan Ocampo sold 75,000 shares of the company’s stock in a transaction dated Tuesday, May 7th. The stock was sold at an average price of $103.02, for a total transaction of $7,726,500.00. Following the completion of the transaction, the director now owns 7,912,681 shares in the company, valued at $815,164,396.62. The disclosure for this sale can be found here. In the last three months, insiders sold 538,427 shares of company stock valued at $55,391,868. Insiders own 22.75% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

A number of institutional investors have recently modified their holdings of the stock. Opal Wealth Advisors LLC bought a new position in MACOM Technology Solutions in the second quarter worth approximately $39,000. GAMMA Investing LLC lifted its holdings in shares of MACOM Technology Solutions by 153.0% in the 2nd quarter. GAMMA Investing LLC now owns 468 shares of the semiconductor company’s stock worth $52,000 after buying an additional 283 shares during the period. Riverview Trust Co bought a new position in shares of MACOM Technology Solutions during the 1st quarter worth $47,000. FSC Wealth Advisors LLC purchased a new position in shares of MACOM Technology Solutions during the second quarter valued at $78,000. Finally, Fidelis Capital Partners LLC bought a new stake in shares of MACOM Technology Solutions in the first quarter valued at about $77,000. 76.14% of the stock is owned by hedge funds and other institutional investors.

About MACOM Technology Solutions

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.