MACOM Technology Solutions (MTSI) Expected to Announce Quarterly Earnings on Thursday

MACOM Technology Solutions (NASDAQ:MTSI) is expected to be announcing its Q4 2025 results before the market opens on Thursday, November 6th. Analysts expect MACOM Technology Solutions to post earnings of $0.93 per share and revenue of $260.1620 million for the quarter. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS.Individuals can find conference call details on the company’s upcoming Q4 2025 earningreport page for the latest details on the call scheduled for Thursday, November 6, 2025 at 8:30 AM ET.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, August 7th. The semiconductor company reported $0.90 earnings per share for the quarter, topping the consensus estimate of $0.89 by $0.01. The business had revenue of $252.08 million during the quarter, compared to analyst estimates of $249.89 million. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The company’s revenue was up 32.3% compared to the same quarter last year. During the same period last year, the company posted $0.66 EPS. On average, analysts expect MACOM Technology Solutions to post $2 EPS for the current fiscal year and $3 EPS for the next fiscal year.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ MTSI opened at $150.19 on Tuesday. MACOM Technology Solutions has a 52-week low of $84.00 and a 52-week high of $154.86. The stock has a market capitalization of $11.18 billion, a price-to-earnings ratio of -148.70, a PEG ratio of 2.26 and a beta of 1.48. The company has a quick ratio of 3.10, a current ratio of 3.83 and a debt-to-equity ratio of 0.32. The stock’s fifty day simple moving average is $133.17 and its 200 day simple moving average is $129.21.

Analysts Set New Price Targets

Several research firms have issued reports on MTSI. Truist Financial boosted their price objective on MACOM Technology Solutions from $136.00 to $154.00 and gave the stock a “buy” rating in a report on Monday, July 7th. TD Cowen initiated coverage on shares of MACOM Technology Solutions in a research report on Wednesday, October 1st. They issued a “buy” rating and a $150.00 price target for the company. Weiss Ratings reiterated a “sell (d+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, October 8th. Zacks Research raised shares of MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a research note on Wednesday, August 20th. Finally, Stifel Nicolaus raised their target price on MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a research report on Friday, July 18th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $150.50.

Insider Activity at MACOM Technology Solutions

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 8,358 shares of the business’s stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $150.01, for a total value of $1,253,783.58. Following the transaction, the insider owned 2,577,334 shares in the company, valued at $386,625,873.34. The trade was a 0.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO John Kober sold 1,497 shares of the company’s stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $145.53, for a total value of $217,858.41. Following the completion of the transaction, the chief financial officer directly owned 43,580 shares in the company, valued at approximately $6,342,197.40. The trade was a 3.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 1,553,712 shares of company stock valued at $211,008,498. Insiders own 16.30% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Advisors Asset Management Inc. grew its position in MACOM Technology Solutions by 49.7% in the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after acquiring an additional 161 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. acquired a new stake in shares of MACOM Technology Solutions in the 2nd quarter valued at $204,000. EP Wealth Advisors LLC acquired a new stake in shares of MACOM Technology Solutions in the 2nd quarter valued at $303,000. Cetera Investment Advisers bought a new stake in MACOM Technology Solutions in the second quarter worth $372,000. Finally, Snowden Capital Advisors LLC bought a new stake in MACOM Technology Solutions in the second quarter worth $380,000. Institutional investors own 76.14% 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.