MACOM Technology Solutions (MTSI) to Release Earnings on Thursday

MACOM Technology Solutions (NASDAQ:MTSI) is anticipated to issue its Q1 2026 results before the market opens on Thursday, February 5th. Analysts expect the company to announce earnings of $0.99 per share and revenue of $269.0180 million for the quarter. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Individuals may review the information on the company’s upcoming Q1 2026 earning report for the latest details on the call scheduled for Thursday, February 5, 2026 at 8:30 AM ET.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. The firm had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The business’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same period last year, the firm earned $0.73 earnings per share. On average, analysts expect MACOM Technology Solutions to post $2 EPS for the current fiscal year and $3 EPS for the next fiscal year.

MACOM Technology Solutions Trading Up 3.2%

NASDAQ:MTSI opened at $226.25 on Thursday. MACOM Technology Solutions has a one year low of $84.00 and a one year high of $230.82. The company has a market cap of $16.97 billion, a PE ratio of -279.32, a PEG ratio of 4.09 and a beta of 1.43. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. The firm has a 50-day moving average of $185.93 and a 200-day moving average of $153.95.

Insider Activity at MACOM Technology Solutions

In related news, CFO John Kober sold 18,506 shares of the firm’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $167.58, for a total transaction of $3,101,235.48. Following the completion of the sale, the chief financial officer owned 57,387 shares in the company, valued at approximately $9,616,913.46. This trade represents a 24.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Ambra R. Roth sold 17,268 shares of the business’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $160.91, for a total transaction of $2,778,593.88. Following the completion of the transaction, the senior vice president owned 9,837 shares in the company, valued at approximately $1,582,871.67. The trade was a 63.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 589,907 shares of company stock worth $104,362,167 in the last ninety days. Corporate insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

Several institutional investors and hedge funds have recently bought and sold shares of MTSI. Mercer Global Advisors Inc. ADV bought a new position in MACOM Technology Solutions in the 3rd quarter worth approximately $208,000. Vise Technologies Inc. boosted its holdings in shares of MACOM Technology Solutions by 5.3% in the third quarter. Vise Technologies Inc. now owns 2,014 shares of the semiconductor company’s stock worth $251,000 after acquiring an additional 102 shares during the period. Intech Investment Management LLC grew its position in shares of MACOM Technology Solutions by 33.7% in the third quarter. Intech Investment Management LLC now owns 2,204 shares of the semiconductor company’s stock valued at $274,000 after purchasing an additional 556 shares in the last quarter. Snowden Capital Advisors LLC bought a new stake in shares of MACOM Technology Solutions during the 2nd quarter valued at $380,000. Finally, EP Wealth Advisors LLC purchased a new stake in MACOM Technology Solutions during the 2nd quarter worth about $303,000. 76.14% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on MTSI. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Truist Financial increased their price target on MACOM Technology Solutions from $180.00 to $200.00 and gave the company a “buy” rating in a research report on Friday, December 19th. Bank of America lifted their price objective on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, December 31st. Finally, TD Cowen raised their price target on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $190.50.

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.