MACOM Technology Solutions (NASDAQ:MTSI) Stock Price Expected to Rise, Bank of America Analyst Says

MACOM Technology Solutions (NASDAQ:MTSI) had its price objective hoisted by Bank of America from $260.00 to $305.00 in a report released on Monday,Benzinga reports. The brokerage currently has a “buy” rating on the semiconductor company’s stock. Bank of America‘s price objective would indicate a potential upside of 18.17% from the stock’s previous close.

A number of other equities analysts have also recently issued reports on MTSI. Truist Financial boosted their price objective on MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a report on Friday, February 6th. Needham & Company LLC restated a “buy” rating and set a $250.00 price objective on shares of MACOM Technology Solutions in a report on Friday, February 6th. Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Benchmark boosted their price objective on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a report on Friday, February 6th. Finally, Stifel Nicolaus boosted their price objective on MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a report on Friday, February 6th. One research 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 company’s stock. Based on data from MarketBeat.com, MACOM Technology Solutions currently has a consensus rating of “Moderate Buy” and a consensus target price of $247.36.

MACOM Technology Solutions Price Performance

MTSI opened at $258.11 on Monday. The business has a fifty day moving average of $233.81 and a 200 day moving average of $191.44. MACOM Technology Solutions has a 52-week low of $93.24 and a 52-week high of $262.08. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30. The stock has a market cap of $19.36 billion, a P/E ratio of 121.18, a PEG ratio of 4.29 and a beta of 1.48.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 company had revenue of $271.61 million during the quarter, compared to analysts’ expectations of $269.02 million. During the same quarter in the previous year, the business earned $0.79 EPS. MACOM Technology Solutions’s revenue was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, sell-side analysts anticipate that MACOM Technology Solutions will post 2.43 EPS for the current year.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 261,763 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $254.43, for a total transaction of $66,600,360.09. Following the completion of the sale, the insider directly 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 document filed with the SEC, which is available at this hyperlink. Also, Director Geoffrey G. Ribar sold 2,244 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $253.59, for a total value of $569,055.96. Following the sale, the director directly owned 13,410 shares of the company’s stock, valued at approximately $3,400,641.90. This trade represents a 14.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 753,113 shares of company stock worth $184,368,095 over the last quarter. Insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On MACOM Technology Solutions

Institutional investors and hedge funds have recently bought and sold shares of the company. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions during the 3rd quarter valued at $25,000. EverSource Wealth Advisors LLC raised its position in MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 93 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new stake in MACOM Technology Solutions during the 4th quarter valued at $30,000. Smartleaf Asset Management LLC raised its position in shares of MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after acquiring an additional 150 shares in the last quarter. Finally, Bayforest Capital Ltd bought a new position in shares of MACOM Technology Solutions in the 4th quarter worth $39,000. 76.14% of the stock is owned by institutional investors.

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.