Zacks Research Analysts Increase Earnings Estimates for MTSI

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) – Stock analysts at Zacks Research increased their Q4 2025 earnings per share estimates for shares of MACOM Technology Solutions in a research note issued on Wednesday, November 27th. Zacks Research analyst R. Department now forecasts that the semiconductor company will earn $0.72 per share for the quarter, up from their previous estimate of $0.71. The consensus estimate for MACOM Technology Solutions’ current full-year earnings is $2.71 per share. Zacks Research also issued estimates for MACOM Technology Solutions’ FY2027 earnings at $2.86 EPS.

Several other brokerages have also recently issued reports on MTSI. Northland Securities upped their target price on MACOM Technology Solutions from $85.00 to $105.00 and gave the stock a “market perform” rating in a research note on Monday, November 11th. Benchmark lifted their price objective on shares of MACOM Technology Solutions from $120.00 to $160.00 and gave the company a “buy” rating in a report on Friday, November 8th. Piper Sandler lifted their price target on MACOM Technology Solutions from $100.00 to $115.00 and gave the company a “neutral” rating in a research note on Friday, October 25th. Finally, Barclays boosted their price objective on MACOM Technology Solutions from $120.00 to $160.00 and gave the company an “overweight” rating in a research report on Friday, November 8th. Three research analysts have rated the stock with a hold rating and eight have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and a consensus price target of $125.91.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ:MTSI opened at $141.03 on Monday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 6.55 and a current ratio of 8.35. The firm’s 50 day simple moving average is $120.02 and its 200-day simple moving average is $109.91. The firm has a market cap of $10.21 billion, a PE ratio of 136.92, a price-to-earnings-growth ratio of 2.40 and a beta of 1.71. MACOM Technology Solutions has a one year low of $79.25 and a one year high of $142.44.

Hedge Funds Weigh In On MACOM Technology Solutions

Large investors have recently modified their holdings of the company. Opal Wealth Advisors LLC purchased a new position in MACOM Technology Solutions in the second quarter valued at about $39,000. GAMMA Investing LLC lifted its holdings in MACOM Technology Solutions by 153.0% during the second quarter. GAMMA Investing LLC now owns 468 shares of the semiconductor company’s stock valued at $52,000 after purchasing an additional 283 shares during the last quarter. Quarry LP purchased a new stake in shares of MACOM Technology Solutions during the 3rd quarter valued at approximately $57,000. Allspring Global Investments Holdings LLC purchased a new position in MACOM Technology Solutions in the 3rd quarter valued at approximately $66,000. Finally, FSC Wealth Advisors LLC purchased a new stake in shares of MACOM Technology Solutions during the second quarter worth $78,000. 76.14% of the stock is currently owned by institutional investors.

Insider Transactions at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 1,500 shares of the business’s stock in a transaction that occurred on Wednesday, November 6th. The shares were sold at an average price of $118.38, for a total value of $177,570.00. Following the transaction, the senior vice president now owns 37,102 shares in the company, valued at approximately $4,392,134.76. The trade was a 3.89 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Robert Dennehy sold 6,915 shares of the stock in a transaction dated Tuesday, September 17th. The stock was sold at an average price of $101.38, for a total value of $701,042.70. Following the sale, the senior vice president now owns 19,481 shares of the company’s stock, valued at approximately $1,974,983.78. The trade was a 26.20 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 230,511 shares of company stock worth $28,996,795 in the last ninety days. Insiders own 22.75% of the company’s stock.

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.