MACOM Technology Solutions (MTSI) Projected to Post Quarterly Earnings on Thursday

MACOM Technology Solutions (NASDAQ:MTSI) will likely be issuing its Q3 2026 results before the market opens on Thursday, August 6th. Analysts expect MACOM Technology Solutions to announce earnings of $1.35 per share and revenue of $335.5280 million for the quarter. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Parties are encouraged to explore the company’s upcoming Q3 2026 earning report page for the latest details on the call scheduled for Thursday, August 6, 2026 at 8:30 AM ET.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The business had revenue of $288.95 million during the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company’s quarterly revenue was up 22.5% compared to the same quarter last year. During the same period in the previous year, the business earned $0.85 EPS. On average, analysts expect MACOM Technology Solutions to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

MACOM Technology Solutions Trading Up 1.9%

Shares of NASDAQ:MTSI opened at $256.10 on Tuesday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The stock has a market capitalization of $19.54 billion, a price-to-earnings ratio of 110.87, a PEG ratio of 2.06 and a beta of 1.65. The stock’s 50-day simple moving average is $333.61 and its two-hundred day simple moving average is $285.34. MACOM Technology Solutions has a 52-week low of $118.16 and a 52-week high of $418.90.

Insider Buying and Selling at MACOM Technology Solutions

In other news, CEO Stephen G. Daly sold 15,828 shares of the firm’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $365.75, for a total value of $5,789,091.00. Following the completion of the sale, the chief executive officer owned 38,389 shares in the company, valued at approximately $14,040,776.75. This trade represents a 29.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of MACOM Technology Solutions stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the transaction, the director directly owned 6,781 shares of the company’s stock, valued at approximately $2,564,574.20. This represents a 86.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 74,378 shares of company stock valued at $27,732,022. Insiders own 0.36% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Price T Rowe Associates Inc. MD lifted its holdings in MACOM Technology Solutions by 7.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock valued at $331,374,000 after buying an additional 136,262 shares in the last quarter. Wellington Management Group LLP increased its position in shares of MACOM Technology Solutions by 3.0% during the fourth quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock worth $173,947,000 after acquiring an additional 29,131 shares during the period. Whale Rock Capital Management LLC purchased a new position in shares of MACOM Technology Solutions during the fourth quarter worth approximately $134,164,000. UBS Group AG raised its stake in shares of MACOM Technology Solutions by 30.6% during the third quarter. UBS Group AG now owns 689,950 shares of the semiconductor company’s stock valued at $85,892,000 after acquiring an additional 161,859 shares in the last quarter. Finally, Janus Henderson Group PLC raised its stake in shares of MACOM Technology Solutions by 49.3% during the fourth quarter. Janus Henderson Group PLC now owns 679,086 shares of the semiconductor company’s stock valued at $116,316,000 after acquiring an additional 224,306 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on MTSI shares. Wall Street Zen cut shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. Barclays raised their price objective on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, May 22nd. Bank of America raised their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a report on Monday, April 13th. Finally, JPMorgan Chase & Co. lifted their price target on MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and an average target price of $330.45.

About MACOM Technology Solutions

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.