What is Zacks Research’s Estimate for MTSI Q4 Earnings?

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) – Equities researchers at Zacks Research increased their Q4 2026 earnings estimates for shares of MACOM Technology Solutions in a research report issued on Thursday, February 26th. Zacks Research analyst Team now forecasts that the semiconductor company will post earnings of $0.91 per share for the quarter, up from their previous estimate of $0.86. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for MACOM Technology Solutions’ current full-year earnings is $2.43 per share.

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

Several other equities research analysts also recently issued reports on MTSI. Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Susquehanna initiated coverage on shares of MACOM Technology Solutions in a report on Monday, December 15th. They issued a “neutral” rating and a $200.00 price target for the company. Jefferies Financial Group raised their price target on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Benchmark upped their price objective on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Finally, Bank of America lifted their target price on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $228.27.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ MTSI opened at $248.12 on Monday. MACOM Technology Solutions has a 12 month low of $84.00 and a 12 month high of $256.12. The company has a market cap of $18.61 billion, a P/E ratio of 116.49, a P/E/G ratio of 4.76 and a beta of 1.41. The business’s 50 day moving average is $213.49 and its two-hundred day moving average is $169.95. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30.

Hedge Funds Weigh In On MACOM Technology Solutions

Several large investors have recently made changes to their positions in MTSI. Northwestern Mutual Investment Management Company LLC raised its holdings in MACOM Technology Solutions by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock worth $2,454,000 after purchasing an additional 53 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. grew its position in shares of MACOM Technology Solutions by 2.3% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock worth $479,000 after buying an additional 62 shares during the period. Meeder Advisory Services Inc. raised its stake in shares of MACOM Technology Solutions by 3.5% during the fourth quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock worth $324,000 after buying an additional 63 shares during the last quarter. O Shaughnessy Asset Management LLC lifted its holdings in MACOM Technology Solutions by 2.4% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock valued at $467,000 after buying an additional 63 shares during the period. Finally, Merit Financial Group LLC boosted its stake in MACOM Technology Solutions by 3.9% in the third quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock valued at $228,000 after acquiring an additional 68 shares during the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Insider Buying and Selling

In other news, Director John Ritchie sold 1,573 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $255.00, for a total value of $401,115.00. Following the transaction, the director directly owned 8,690 shares of the company’s stock, valued at $2,215,950. The trade was a 15.33% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO John Kober sold 7,196 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.07, for a total transaction of $1,749,131.72. Following the sale, the chief financial officer directly owned 48,508 shares in the company, valued at $11,790,839.56. This trade represents a 12.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,039,087 shares of company stock valued at $236,689,448. 0.36% of the stock is currently owned by insiders.

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.