MACOM Technology Solutions (NASDAQ:MTSI) Given New $350.00 Price Target at Susquehanna

Posted by Ethan Ryder on May 9th, 2026

MACOM Technology Solutions (NASDAQ:MTSI – Free Report) had its price objective boosted by Susquehanna from $300.00 to $350.00 in a report released on Friday,Benzinga reports. They currently have a neutral rating on the semiconductor company’s stock.

MTSI has been the topic of a number of other research reports. Loop Capital initiated 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 on the stock. Stifel Nicolaus increased their price target on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Wall Street Zen lowered shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Finally, Jefferies Financial Group upped their price objective on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $316.82.

Read Our Latest Report on MTSI

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $359.88 on Friday. The company has a market cap of $26.99 billion, a price-to-earnings ratio of 155.79, a PEG ratio of 5.72 and a beta of 1.60. The business has a 50 day moving average price of $249.02 and a 200 day moving average price of $209.70. The company has a quick ratio of 3.18, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. MACOM Technology Solutions has a twelve month low of $117.17 and a twelve month high of $364.00.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, topping the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company had revenue of $288.96 million for the quarter, compared to the consensus estimate of $285.20 million. During the same period in the previous year, the business posted $0.85 EPS. The company’s revenue for the quarter was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Research analysts predict that MACOM Technology Solutions will post 3.2 earnings per share for the current year.

Insider Transactions at MACOM Technology Solutions

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 261,763 shares of the business’s 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 sale, the insider owned 3,759,895 shares of the company’s stock, valued at $956,630,084.85. The trade was a 6.51% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Geoffrey G. Ribar sold 2,244 shares of the stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $253.59, for a total transaction of $569,055.96. Following the completion of the transaction, the director owned 13,410 shares of the company’s stock, valued at approximately $3,400,641.90. This represents a 14.33% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 551,557 shares of company stock valued at $137,590,774 over the last 90 days. Corporate insiders own 0.36% of the company’s stock.

Institutional Trading of MACOM Technology Solutions

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Meeder Advisory Services Inc. lifted its stake in MACOM Technology Solutions by 4.8% during the first quarter. Meeder Advisory Services Inc. now owns 1,980 shares of the semiconductor company’s stock worth $440,000 after purchasing an additional 91 shares during the period. KBC Group NV grew its stake in shares of MACOM Technology Solutions by 0.9% in the 1st quarter. KBC Group NV now owns 23,823 shares of the semiconductor company’s stock valued at $5,290,000 after purchasing an additional 210 shares during the period. Trivest Advisors Ltd bought a new stake in shares of MACOM Technology Solutions in the 1st quarter valued at approximately $14,301,000. Swiss National Bank raised its holdings in shares of MACOM Technology Solutions by 1.0% in the 1st quarter. Swiss National Bank now owns 133,550 shares of the semiconductor company’s stock worth $29,657,000 after buying an additional 1,300 shares in the last quarter. Finally, California Public Employees Retirement System raised its holdings in shares of MACOM Technology Solutions by 3.9% in the 1st quarter. California Public Employees Retirement System now owns 110,216 shares of the semiconductor company’s stock worth $24,476,000 after buying an additional 4,104 shares in the last quarter. Institutional investors 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: MACOM reported fiscal Q2 revenue of about $289 million, up 22.5% year over year, and adjusted EPS of $1.09, both ahead of estimates. MACOM Reports Fiscal Second Quarter 2026 Financial Results
Positive Sentiment: The company’s fiscal Q3 outlook was notably stronger than expected, with revenue guidance of $331 million to $339 million and adjusted EPS guidance of $1.31 to $1.37, reinforcing optimism about accelerating growth. MACOM Reports Fiscal Second Quarter 2026 Financial Results
Positive Sentiment: Several brokerages boosted price targets, including Barclays to $400, Needham to $400, and Truist to $375, which suggests analysts see more upside despite the recent run-up in the stock. Analyst price target updates via Benzinga
Neutral Sentiment: JPMorgan and Susquehanna also raised targets, but kept neutral ratings, indicating they see fair value near current levels rather than a clear bearish case. Analyst price target updates via Benzinga

MACOM Technology Solutions Company Profile

(Get Free Report)

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.