Stifel Nicolaus Increases MACOM Technology Solutions (NASDAQ:MTSI) Price Target to $255.00

MACOM Technology Solutions (NASDAQ:MTSI) had its target price increased by investment analysts at Stifel Nicolaus from $215.00 to $255.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has a “buy” rating on the semiconductor company’s stock. Stifel Nicolaus’ price objective points to a potential upside of 8.11% from the stock’s previous close.

MTSI has been the topic of a number of other reports. Zacks Research downgraded shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. 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. Needham & Company LLC reaffirmed a “buy” rating and issued a $250.00 price objective on shares of MACOM Technology Solutions in a research report on Friday. Susquehanna started coverage on shares of MACOM Technology Solutions in a research report on Monday, December 15th. They set a “neutral” rating and a $200.00 target price on the stock. Finally, Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $220.92.

MACOM Technology Solutions Trading Up 3.5%

MTSI opened at $235.87 on Friday. MACOM Technology Solutions has a twelve month low of $84.00 and a twelve month high of $240.85. The company has a fifty day moving average of $194.41 and a 200-day moving average of $158.20. The stock has a market cap of $17.69 billion, a PE ratio of 110.74, a price-to-earnings-growth ratio of 4.40 and a beta of 1.44. The company has a quick ratio of 2.98, a current ratio of 3.96 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 EPS for the quarter, beating the consensus estimate of $0.99 by $0.03. The company had revenue of $271.61 million for the quarter, compared to analyst estimates of $269.02 million. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The firm’s revenue for the quarter was up 24.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, sell-side analysts predict that MACOM Technology Solutions will post 2.43 EPS for the current year.

Insider Transactions at MACOM Technology Solutions

In related news, major shareholder Susan Ocampo sold 100,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $230.29, for a total transaction of $23,029,000.00. Following the sale, the insider directly owned 4,378,323 shares in the company, valued at approximately $1,008,284,003.67. This represents a 2.23% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Stephen G. Daly sold 20,000 shares of the business’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $173.16, for a total transaction of $3,463,200.00. Following the sale, the chief executive officer directly owned 54,217 shares in the company, valued at $9,388,215.72. The trade was a 26.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 519,964 shares of company stock valued at $99,832,735. 0.36% of the stock is currently owned by insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Ethic Inc. bought a new stake in shares of MACOM Technology Solutions in the third quarter worth about $1,208,000. Deltec Asset Management LLC bought a new position in MACOM Technology Solutions during the 3rd quarter valued at approximately $1,429,000. Massachusetts Financial Services Co. MA lifted its holdings in MACOM Technology Solutions by 205.3% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 390,450 shares of the semiconductor company’s stock worth $48,607,000 after buying an additional 262,557 shares during the period. New York State Common Retirement Fund grew its position in shares of MACOM Technology Solutions by 3.9% in the 3rd quarter. New York State Common Retirement Fund now owns 354,494 shares of the semiconductor company’s stock worth $44,131,000 after buying an additional 13,321 shares during the last quarter. Finally, Pacer Advisors Inc. increased its stake in shares of MACOM Technology Solutions by 350.4% during the third quarter. Pacer Advisors Inc. now owns 11,286 shares of the semiconductor company’s stock valued at $1,405,000 after buying an additional 8,780 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Trending Headlines about MACOM Technology Solutions

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.

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.