Zacks Research Issues Positive Outlook for MTSI Earnings

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) – Research analysts at Zacks Research lifted their Q4 2025 earnings estimates for shares of MACOM Technology Solutions in a research note issued to investors on Wednesday, November 27th. Zacks Research analyst R. Department now expects that the semiconductor company will post earnings per share of $0.72 for the quarter, up from their prior forecast of $0.71. The consensus estimate for MACOM Technology Solutions’ current full-year earnings is $2.70 per share. Zacks Research also issued estimates for MACOM Technology Solutions’ FY2027 earnings at $2.86 EPS.

Several other brokerages have also recently issued reports on MTSI. Piper Sandler increased their target price on shares of MACOM Technology Solutions from $100.00 to $115.00 and gave the stock a “neutral” rating in a report on Friday, October 25th. Benchmark increased their price objective on shares of MACOM Technology Solutions from $120.00 to $160.00 and gave the company a “buy” rating in a research note on Friday, November 8th. Northland Securities boosted their price objective on shares of MACOM Technology Solutions from $85.00 to $105.00 and gave the stock a “market perform” rating in a research note on Monday, November 11th. Finally, Barclays increased their target price on MACOM Technology Solutions from $120.00 to $160.00 and gave the company an “overweight” rating in a research report on Friday, November 8th. Three equities research analysts have rated the stock with a hold rating and eight have given a buy rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $125.91.

MACOM Technology Solutions Stock Performance

MACOM Technology Solutions stock opened at $132.82 on Monday. MACOM Technology Solutions has a fifty-two week low of $79.25 and a fifty-two week high of $140.27. The company has a market capitalization of $9.62 billion, a PE ratio of 128.95, a P/E/G ratio of 2.33 and a beta of 1.69. The company has a 50 day moving average price of $119.42 and a 200-day moving average price of $109.61. The company has a debt-to-equity ratio of 0.43, a quick ratio of 6.55 and a current ratio of 8.35.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of large investors have recently bought and sold shares of MTSI. Millennium Management LLC lifted its stake in MACOM Technology Solutions by 958.1% during the 2nd quarter. Millennium Management LLC now owns 1,338,600 shares of the semiconductor company’s stock valued at $149,214,000 after acquiring an additional 1,212,094 shares during the period. Westfield Capital Management Co. LP grew its position in MACOM Technology Solutions by 21.0% during the 3rd quarter. Westfield Capital Management Co. LP now owns 1,210,547 shares of the semiconductor company’s stock worth $134,686,000 after purchasing an additional 210,151 shares during the period. Geode Capital Management LLC raised its stake in shares of MACOM Technology Solutions by 4.8% during the 3rd quarter. Geode Capital Management LLC now owns 1,015,781 shares of the semiconductor company’s stock valued at $113,044,000 after buying an additional 46,812 shares during the last quarter. Dimensional Fund Advisors LP grew its holdings in MACOM Technology Solutions by 7.5% during the second quarter. Dimensional Fund Advisors LP now owns 993,316 shares of the semiconductor company’s stock worth $110,722,000 after acquiring an additional 69,689 shares during the period. Finally, The Manufacturers Life Insurance Company grew its holdings in MACOM Technology Solutions by 18.4% during the third quarter. The Manufacturers Life Insurance Company now owns 745,503 shares of the semiconductor company’s stock worth $82,945,000 after acquiring an additional 116,090 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Insider Activity

In other news, SVP Robert Dennehy sold 6,915 shares of the business’s stock in a transaction on Tuesday, September 17th. The shares were sold at an average price of $101.38, for a total transaction of $701,042.70. Following the sale, the senior vice president now directly owns 19,481 shares of the company’s stock, valued at $1,974,983.78. The trade was a 26.20 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Donghyun Thomas Hwang sold 1,500 shares of the business’s stock in a transaction dated Wednesday, November 6th. The shares were sold at an average price of $118.38, for a total value of $177,570.00. Following the sale, the senior vice president now owns 37,102 shares in the company, valued at approximately $4,392,134.76. The trade was a 3.89 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 234,886 shares of company stock worth $29,454,289. Insiders own 22.75% of the company’s stock.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.