Zacks Research Has Bullish Forecast for MTSI FY2026 Earnings

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) – Equities researchers at Zacks Research upped their FY2026 EPS estimates for MACOM Technology Solutions in a research note issued to investors on Thursday, August 27th. Zacks Research analyst Team now forecasts that the semiconductor company will earn $4.35 per share for the year, up from their prior estimate of $3.49. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for MACOM Technology Solutions’ current full-year earnings is $4.12 per share. Zacks Research also issued estimates for MACOM Technology Solutions’ Q4 2026 earnings at $1.67 EPS, Q1 2027 earnings at $0.99 EPS, Q2 2027 earnings at $1.07 EPS, Q3 2027 earnings at $1.28 EPS, Q4 2027 earnings at $1.51 EPS, FY2027 earnings at $4.84 EPS, Q1 2028 earnings at $0.91 EPS, Q2 2028 earnings at $1.02 EPS, Q3 2028 earnings at $1.13 EPS and FY2028 earnings at $4.53 EPS.

MTSI has been the topic of several other research reports. Susquehanna dropped their price target on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research note on Tuesday, July 21st. Weiss Ratings lowered MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, August 21st. Stifel Nicolaus boosted their price target on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Barclays boosted their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Finally, BMO Capital Markets began coverage on shares of MACOM Technology Solutions in a report on Friday, August 21st. They issued a “market perform” rating and a $335.00 target price on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $341.25.

MACOM Technology Solutions Trading Down 0.5%

NASDAQ:MTSI opened at $263.83 on Tuesday. The company has a market capitalization of $20.15 billion, a P/E ratio of 84.83, a P/E/G ratio of 1.52 and a beta of 1.70. The stock’s 50 day moving average price is $296.73 and its 200 day moving average price is $293.99. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. MACOM Technology Solutions has a 52 week low of $121.97 and a 52 week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The firm had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $336.08 million. During the same quarter last year, the firm earned $0.90 earnings per share. The business’s revenue for the quarter was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS.

Insider Transactions at MACOM Technology Solutions

In related news, SVP Donghyun Thomas Hwang sold 2,620 shares of the stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the sale, the senior vice president owned 29,756 shares in the company, valued at approximately $11,422,435.72. This trade represents a 8.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $326.08, for a total value of $2,409,405.12. Following the transaction, the chief financial officer owned 33,583 shares in the company, valued at $10,950,744.64. This represents a 18.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.36% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in MTSI. Bell Investment Advisors Inc bought a new stake in shares of MACOM Technology Solutions in the 2nd quarter valued at approximately $49,000. GHP Investment Advisors Inc. acquired a new stake in MACOM Technology Solutions in the 1st quarter valued at $31,000. Keating Financial Advisory Services Inc. acquired a new stake in MACOM Technology Solutions in the 2nd quarter valued at $58,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in MACOM Technology Solutions in the second quarter valued at $67,000. Finally, Measured Wealth Private Client Group LLC bought a new stake in MACOM Technology Solutions in the fourth quarter valued at $30,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

More MACOM Technology Solutions News

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Zacks Research increased its MACOM EPS forecast for fiscal 2026 to $4.35 from $3.49, substantially above the current-year consensus estimate of $4.12. It also raised fiscal 2027 EPS to $4.84 from $3.99 and fiscal 2028 EPS to $4.53 from $4.23, signaling improved expectations for longer-term earnings growth.
• Positive Sentiment: Quarterly estimates were raised for Q4 2026 to $1.67 from $0.90, Q1 2027 to $0.99 from $0.84, Q2 2027 to $1.07 from $0.92, Q3 2027 to $1.28 from $1.10, and Q4 2027 to $1.51 from $1.13. These revisions point to stronger near- and medium-term profitability expectations.
• Positive Sentiment: Analysts’ average price target suggests roughly 46.99% upside for MTSI. Zacks noted that the positive trend in earnings-estimate revisions could support further appreciation, although price-target accuracy is uncertain. Wall Street Analysts Predict a 46.99% Upside in M/A-Com
• Neutral Sentiment: One estimate was trimmed: Q3 2028 EPS was reduced modestly to $1.13 from $1.15. The isolated cut is limited compared with the broader pattern of upward revisions.

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.