Benchmark Forecasts Strong Price Appreciation for MACOM Technology Solutions (NASDAQ:MTSI) Stock

MACOM Technology Solutions (NASDAQ:MTSI) had its price target raised by research analysts at Benchmark from $160.00 to $260.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the semiconductor company’s stock. Benchmark’s target price suggests a potential upside of 10.23% from the stock’s current price.

Several other equities analysts also recently issued reports on the stock. Truist Financial upped their price objective on shares of MACOM Technology Solutions from $180.00 to $200.00 and gave the company a “buy” rating in a report on Friday, December 19th. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Needham & Company LLC lifted their price objective on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Stifel Nicolaus upped their target price on MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a research report on Friday, January 16th. Finally, Susquehanna began coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They issued a “neutral” rating and a $200.00 target price for the company. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, MACOM Technology Solutions currently has a consensus rating of “Moderate Buy” and a consensus price target of $220.92.

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $235.87 on Friday. MACOM Technology Solutions has a 12-month low of $84.00 and a 12-month high of $240.85. The business’s fifty day simple moving average is $194.41 and its 200-day simple moving average is $158.20. 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 has a market cap of $17.69 billion, a PE ratio of 110.74, a PEG ratio of 4.40 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping 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 firm had revenue of $271.61 million for the quarter, compared to the consensus estimate of $269.02 million. During the same period in the previous year, the business earned $0.79 EPS. The firm’s revenue for the quarter was up 24.5% on a year-over-year basis. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Analysts expect that MACOM Technology Solutions will post 2.43 earnings per share for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 100,000 shares of the stock in a transaction dated Tuesday, February 3rd. The stock was 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 of the company’s stock, valued at approximately $1,008,284,003.67. This trade represents a 2.23% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Charles R. Bland sold 4,000 shares of MACOM Technology Solutions stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $165.00, for a total value of $660,000.00. Following the transaction, the director owned 15,362 shares of the company’s stock, valued at $2,534,730. The trade was a 20.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 519,964 shares of company stock valued at $99,832,735 in the last three months. Company insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Meiji Yasuda Asset Management Co Ltd. purchased a new position in shares of MACOM Technology Solutions during the 4th quarter valued at approximately $252,000. Global Retirement Partners LLC boosted its holdings in MACOM Technology Solutions by 1,291.6% during the fourth quarter. Global Retirement Partners LLC now owns 2,978 shares of the semiconductor company’s stock worth $510,000 after buying an additional 2,764 shares in the last quarter. Larson Financial Group LLC grew its position in MACOM Technology Solutions by 17.7% during the fourth quarter. Larson Financial Group LLC now owns 492 shares of the semiconductor company’s stock valued at $84,000 after buying an additional 74 shares during the period. TimesSquare Capital Management LLC increased its holdings in MACOM Technology Solutions by 4.1% in the fourth quarter. TimesSquare Capital Management LLC now owns 246,866 shares of the semiconductor company’s stock valued at $42,283,000 after buying an additional 9,767 shares in the last quarter. Finally, Profund Advisors LLC raised its position in shares of MACOM Technology Solutions by 3.2% in the fourth quarter. Profund Advisors LLC now owns 4,821 shares of the semiconductor company’s stock worth $826,000 after acquiring an additional 150 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions News Roundup

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.