MACOM Technology Solutions (NASDAQ:MTSI) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

MACOM Technology Solutions (NASDAQ:MTSI) had its target price increased by equities researchers at JPMorgan Chase & Co. from $165.00 to $240.00 in a research note issued on Friday,Benzinga reports. The firm presently has a “neutral” rating on the semiconductor company’s stock. JPMorgan Chase & Co.‘s target price suggests a potential upside of 1.75% from the stock’s previous close.

Other analysts also recently issued reports about the company. Jefferies Financial Group boosted their target price on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Bank of America boosted their price objective on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. TD Cowen lifted their target price on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Needham & Company LLC reaffirmed a “buy” rating and issued a $250.00 price target on shares of MACOM Technology Solutions in a report on Friday. Finally, Stifel Nicolaus raised their price objective on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the stock a “buy” rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $220.92.

MACOM Technology Solutions Stock Up 3.5%

MTSI stock opened at $235.87 on Friday. The company has a current ratio of 3.96, a quick ratio of 2.98 and a debt-to-equity ratio of 0.30. The company’s 50-day moving average price is $194.41 and its 200 day moving average price is $158.20. MACOM Technology Solutions has a 52 week low of $84.00 and a 52 week high of $240.85. The company has a market cap of $17.69 billion, a P/E ratio of 110.74, a P/E/G ratio of 4.40 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million during the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The firm’s quarterly revenue was up 24.5% compared to the same quarter last year. During the same period last year, the company posted $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, research analysts expect that MACOM Technology Solutions will post 2.43 earnings per share for the current fiscal year.

Insider Transactions at MACOM Technology Solutions

In other news, major shareholder Susan Ocampo sold 121,067 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total value of $23,011,204.69. Following the transaction, the insider directly owned 4,478,323 shares in the company, valued at $851,194,852.61. This trade represents a 2.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Donghyun Thomas Hwang sold 5,274 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $226.06, for a total transaction of $1,192,240.44. Following the sale, the senior vice president directly owned 38,604 shares of the company’s stock, valued at approximately $8,726,820.24. This trade represents a 12.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 519,964 shares of company stock worth $99,832,735 over the last ninety days. 0.36% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. Advisory Services Network LLC acquired a new stake in shares of MACOM Technology Solutions in the third quarter valued at about $25,000. EverSource Wealth Advisors LLC grew its position in MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 93 shares in the last quarter. Hantz Financial Services Inc. raised its stake in shares of MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after purchasing an additional 134 shares during the period. Smartleaf Asset Management LLC lifted its position in shares of MACOM Technology Solutions by 108.7% during the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 150 shares in the last quarter. Finally, Bayforest Capital Ltd purchased a new position in shares of MACOM Technology Solutions in the fourth quarter valued at $39,000. 76.14% of the stock is owned by hedge funds and other institutional investors.

Key MACOM Technology Solutions News

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

• Positive Sentiment: Q1 results beat consensus — EPS $1.02 vs. $0.99 and revenue $271.6M, +24.5% YoY, showing healthy top-line growth and margin strength. Read More.
• Positive Sentiment: Upside Q2 guidance materially above Street — company guided to EPS $1.05–$1.09 and revenue $281M–$289M vs. consensus EPS ≈ $0.93 and revenue ≈ $275M, boosting near-term earnings estimates. Read More.
• Positive Sentiment: Analysts raised targets and reiterated buys after the quarter — Stifel raised target to $255, Truist to $261, Benchmark to $260 and Needham reaffirmed $250, supporting further upside potential. Read More.
• Neutral Sentiment: Deeper coverage and transcripts available — earnings-call transcript and sector deep-dives provide detail on demand drivers (data center, telecom, optical) and margin cadence for investors doing due diligence. Read More.
• Neutral Sentiment: Valuation discussions surfaced — analysts and write-ups are reassessing whether stronger growth and guidance warrant a re-rating; useful context for sizing positions. Read More.
• Negative Sentiment: Major shareholder Susan Ocampo sold 100,000 shares (~$23.0M) recently, reducing her stake ~2.2% — large insider sales can pressure sentiment and be interpreted as liquidity-taking. Read More.
• Negative Sentiment: SVP Donghyun Thomas Hwang sold ~5,274 shares (~$1.19M) — multiple recent insider sales (executive and major shareholder) may temper some investor enthusiasm despite strong results. Read More.

About MACOM Technology Solutions

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.