Barclays Boosts MACOM Technology Solutions (NASDAQ:MTSI) Price Target to $400.00

MACOM Technology Solutions (NASDAQ:MTSI) had its target price raised by Barclays from $265.00 to $400.00 in a research report issued on Friday,Benzinga reports. The firm currently has an “overweight” rating on the semiconductor company’s stock. Barclays‘s price target indicates a potential upside of 12.94% from the stock’s current price.

Other research analysts also recently issued reports about the stock. Benchmark increased their target price 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. Zacks Research downgraded shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. Bank of America increased their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Loop Capital began coverage on shares of MACOM Technology Solutions in a research report on Friday, April 10th. They set a “buy” rating and a $300.00 target price for the company. Finally, Wall Street Zen downgraded shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $296.91.

MACOM Technology Solutions Stock Up 2.8%

Shares of MTSI traded up $9.71 on Friday, reaching $354.18. The company’s stock had a trading volume of 383,481 shares, compared to its average volume of 1,295,486. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. MACOM Technology Solutions has a twelve month low of $117.17 and a twelve month high of $364.00. The stock has a market capitalization of $26.57 billion, a PE ratio of 166.73, a PEG ratio of 5.15 and a beta of 1.60. The firm has a fifty day moving average of $249.02 and a 200-day moving average of $209.70.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The business had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. During the same period in the prior year, the firm posted $0.85 EPS. The firm’s quarterly revenue was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities analysts predict that MACOM Technology Solutions will post 3.2 EPS for the current year.

Insider Activity

In related news, major shareholder Susan Ocampo sold 261,763 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total value of $66,600,360.09. Following the transaction, the insider owned 3,759,895 shares in the company, valued at $956,630,084.85. This trade represents a 6.51% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John Ritchie sold 1,573 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $255.00, for a total transaction of $401,115.00. Following the completion of the transaction, the director owned 8,690 shares in the company, valued at approximately $2,215,950. The trade was a 15.33% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 551,557 shares of company stock worth $137,590,774. Corporate insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On MACOM Technology Solutions

Large investors have recently added to or reduced their stakes in the company. Principal Financial Group Inc. increased its position in shares of MACOM Technology Solutions by 5.1% during the third quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company’s stock valued at $17,693,000 after buying an additional 6,874 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its position in shares of MACOM Technology Solutions by 22.4% during the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 98,880 shares of the semiconductor company’s stock valued at $16,936,000 after buying an additional 18,096 shares during the period. Bryce Point Capital LLC purchased a new position in shares of MACOM Technology Solutions during the third quarter valued at about $572,000. Hantz Financial Services Inc. boosted its stake in MACOM Technology Solutions by 2,180.1% during the third quarter. Hantz Financial Services Inc. now owns 4,811 shares of the semiconductor company’s stock worth $599,000 after acquiring an additional 4,600 shares in the last quarter. Finally, SG Americas Securities LLC boosted its stake in MACOM Technology Solutions by 33.9% during the fourth quarter. SG Americas Securities LLC now owns 54,033 shares of the semiconductor company’s stock worth $9,255,000 after acquiring an additional 13,668 shares in the last quarter. Institutional investors own 76.14% of the company’s stock.

Key Stories Impacting MACOM Technology Solutions

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

• Positive Sentiment: Quarterly beat and strong operating performance: Q2 revenue rose ~22.5% to ~$289M and adjusted EPS was $1.09 (vs. $1.07 consensus); adjusted gross margin remained very healthy (~58.5%), showing strong profitability leverage. MACOM Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Bullish Q3 guidance: management guided Q3 revenue to $331M–$339M and adjusted EPS to $1.31–$1.37, well above Street consensus (~$299M revenue, ~$1.08 EPS), implying accelerating growth and margin expansion into the back half of the fiscal year. MACOM Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Analyst upgrade/price?target lift: Needham raised its target to $400 and reiterated a Buy, giving another near?term catalyst for sentiment and multiple expansion. Benzinga
• Neutral Sentiment: Coverage and reaction pieces: Multiple outlets (Zacks, Seeking Alpha, MarketBeat) published earnings analysis and the full earnings?call transcript; useful for drilling into order trends, end?market strength and management commentary. Earnings Call Transcript
• Negative Sentiment: Significant insider selling: public data shows numerous insider sales over recent months (many executives have been net sellers), which can concern investors about near?term insider conviction even as results improve. Quiver Quant: MACOM jumps as fiscal Q2 results beat and Q3 guidance points to accelerating growth

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.