Analysts’ Recent Ratings Updates for MACOM Technology Solutions (MTSI)

A number of research firms have changed their ratings and price targets for MACOM Technology Solutions (NASDAQ: MTSI):

• 8/8/2026 – MACOM Technology Solutions was upgraded by Wall Street Zen from “hold” to “buy”.
• 8/6/2026 – MACOM Technology Solutions had its price target raised by Needham & Company LLC from $400.00 to $410.00. They now have a “buy” rating on the stock.
• 8/5/2026 – MACOM Technology Solutions had its “hold (c+)” rating reaffirmed by Weiss Ratings.
• 7/25/2026 – MACOM Technology Solutions was downgraded by Wall Street Zen from “buy” to “hold”.
• 7/24/2026 – MACOM Technology Solutions was downgraded by Zacks Research from “strong-buy” to “hold”.
• 7/21/2026 – MACOM Technology Solutions had its price target lowered by Susquehanna from $350.00 to $300.00. They now have a “neutral” rating on the stock.
• 6/27/2026 – MACOM Technology Solutions was upgraded by Wall Street Zen from “hold” to “buy”.
• 6/24/2026 – MACOM Technology Solutions had its price target raised by Stifel Nicolaus from $385.00 to $450.00. They now have a “buy” rating on the stock.

Insider Activity

In related news, Director Charles R. Bland sold 800 shares of MACOM Technology Solutions stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $380.00, for a total value of $304,000.00. Following the transaction, the director directly owned 14,338 shares in the company, valued at $5,448,440. This trade represents a 5.28% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Stephen G. Daly sold 15,828 shares of MACOM Technology Solutions stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the sale, the chief executive officer directly owned 38,389 shares in the company, valued at approximately $14,040,776.75. The trade was a 29.19% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 72,755 shares of company stock valued at $27,144,756. 0.36% of the stock is currently owned by company insiders.

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.