Semiconductors

Macom Tech

MACOM Reports Q2 2026 Earnings, Issues Q3 Guidance Driven by AI Demand

MACOM Director Peter Y. Chung Sells 43,268 Shares at $378.2 Per Share

Zacks Upgrades MACOM Technology Solutions to "Strong Buy", Multiple Brokerages Raise Price Targets

Susquehanna Maintains Hold Rating on MACOM Technology Solutions and Raises Target Price to $350

Needham Maintains MACOM Buy Rating and Raises Target Price to $400

Macom Tech released FY2026 Q2 earnings on May 7 Pre-Market (EST), actual revenue USD 288.96 M (forecast USD 284.59 M), actual EPS USD 0.6 (forecast USD 0.7092)

Macom Tech released FY2026 Semi-Annual Earnings on May 7 Pre-Market EST, with actual revenue of USD 560.57 M and EPS of USD 1.23

MACOM Technology Solutions Holdings Reports Q2 FY2023 Revenue and Net Income Growth

Macom Tech to Release FY2026 Q2 Earnings on May 7 Pre-Market EST, Forecast Revenue USD 284.67 M, EPS USD 0.7092

New Jersey Supplemental Pension Collective Trust Fund Reduced Holdings in MACOM Technology Solutions Holding

Stifel Nicolaus Raises MACOM Technology Solutions' Target Price to $300

MACOM Technology Solutions Holdings Reaches 52-Week High

Loop Capital Gives MACOM Technology a 'Buy' Rating

HRL Achieves MRL 6 for 40nm GaN-on-SiC Technology

MACOM Launches 448G Modulator Driver and Joins 400G Optical MSA

MACOM Introduces 448G PAM4 Modulator Driver and Joins 400G Optical MSA

Stifel Nicolaus Reiterates Buy Rating on MACOM Technology Solutions Holdings

MACOM Unveils 448G per Channel Drivers for Data Center Connections

MACOM Provides High-Density Copper Interconnect Technology

MACOM Launches PCIe 7.0 Optimized Linear Equalizer and Crosspoint Switch Devices

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New York Life Investment Management LLC Invests $1.03 Million in MACOM Technology Solutions Holdings, Inc. $MTSI

MTSI

New York Life Investment Management LLC has invested $1.03 million in MACOM Technology Solutions Holdings, acquiring 6,030 shares. Other institutional investors have also increased their stakes. MACOM's stock recently opened at $358.98, with a market cap of $27.39 billion. The company reported earnings of $1.09 per share, exceeding estimates, and revenue growth of 22.5% year-over-year. Analysts forecast a price target increase, with Jefferies raising it from $185 to $260.

Market Beat

Over the past 10 years, MACOM Technology Solutions (NASDAQ:MTSI) has outperformed the market by 11.81% annually, yielding an average return of 25.24%. With a market cap of $26.07 billion, a $100 investment in MTSI would now be worth $960.83, highlighting the impact of compounded returns on investment growth.

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Here's How Much You Would Have Made Owning MACOM Technology Solns Stock In The Last 10 Years

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The global RF Switches market is projected to grow from USD 4958 million in 2025 to USD 7559 million by 2032, at a CAGR of 6.3%. Key growth drivers include rising demand for controlled signal routing in various sectors such as telecommunications, automotive, and aerospace. Solid-state and MEMS RF switches are gaining traction due to their efficiency and compactness, supporting applications that require reliable signal integrity and performance in high-density environments.

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10:01 ETRF Switches Market Size to Reach USD 7559 Million by 2032 Growing at a CAGR of 6.3% | Valuates Reports

MACOM Technology Solutions Holdings reported Q2 2026 results with sales of $288.96 million and net income of $46.33 million, issuing Q3 revenue guidance of $331-$339 million driven by AI demand. The company faces execution risks amid strong data center momentum, with insider selling and share price fluctuations noted. Analysts project $2.1 billion revenue by 2029, requiring 24.4% annual growth. The stock's fair value is estimated at $389.43, indicating a 9% upside from current levels.

Simplywall

What MACOM Technology Solutions Holdings (MTSI)'s AI‑Driven Revenue Guidance and Data Center Demand Means For Shareholders

FATE

Fate Therap pre-market down 7.73%; MACOM Technology Solutions Holdings pre-market up 7.44%; Snail pre-market up 182.43%; Concorde pre-market up 94.95%; Eason Tech pre-market up 81.53%

Price Alert

Fate Therap

Snail

Concorde

Eason Tech

Pre-market hot trades in US stocks: Fate Therap pre-market down 7.73%; MACOM Technology Solutions Holdings pre-market up 7.44%

Zacks Research upgraded MACOM Technology Solutions (NASDAQ:MTSI) from a "hold" to a "strong-buy" rating. Other brokerages have also raised their price targets, with Stifel Nicolaus setting it at $300, Truist Financial at $375, and Bank of America at $305. Currently, MACOM has an average rating of "Moderate Buy" and a price target of $316.82. The stock opened at $381.55, with a market cap of $29.11 billion. Recent quarterly earnings showed an EPS of $1.09, exceeding estimates. Insiders have sold shares recently, indicating some profit-taking.

Stifel Financial

Truist Financial

Bank of America

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

MACOM Technology Solutions (NASDAQ:MTSI) Stock Rating Upgraded by Zacks Research

MACOM Technology Solutions Holdings reported strong Q2 results with sales of $288.96 million and net income of $46.33 million, leading to a 22.3% stock price increase. The company raised its data center growth outlook and achieved a record backlog. It improved its balance sheet by retiring $161 million in convertible notes and investing in IQE for long-term supply security. Analysts project $1.7 billion in revenue and $446.9 million in earnings by 2029, but caution remains regarding capacity expansion and execution risks.

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MACOM (MTSI) Is Up 22.3% After Strong Q2, Higher Data Center Outlook And Supply-Security Moves

Needham & Company LLC has raised its target price for MACOM Technology Solutions (NASDAQ:MTSI) from $250.00 to $400.00, maintaining a "buy" rating. This suggests a potential upside of 16.12% from the current price. Other analysts have also increased their price targets, with an average target of $265.09. The stock opened at $344.47, with a one-year high of $355.00. MACOM reported a quarterly EPS of $1.09, exceeding estimates, and has set Q3 2026 guidance at 1.310-1.370 EPS. Insider selling has occurred, with significant shares sold recently.

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MACOM Technology Solutions (NASDAQ:MTSI) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

Christopher Rolland from Susquehanna has maintained a Hold rating on MACOM Technology Solutions, raising the price target from $300 to $350 due to strong growth prospects in the data center sector. Despite robust near-term guidance and improving performance in other segments, Rolland believes the current share price reflects much of the potential upside, prompting a cautious stance. J.P. Morgan also assigned a Hold rating with a $345 price target.

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JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Christopher Rolland Maintains Hold on MACOM, Raises Price Target to $350 Amid Strong Data Center-Driven Growth Outlook

Needham analyst Quinn Bolton has maintained a Buy rating on MACOM Technology Solutions Holdings, raising the price target to $400 due to accelerating growth and strong order momentum. The company exceeded expectations and lifted its fiscal 2026 forecast, driven by robust demand and a record book-to-bill ratio of 1.5. Data center demand is increasing as customers transition to 1.6T optical modules, with a year-over-year growth outlook exceeding 60%. Telecom revenues are expected to grow due to 5G and LEO satellite opportunities, supporting the higher price target. Jefferies also reiterated a Buy rating with a $450 target.

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MACOM Price Target Lifted to $400 on Accelerating Growth, Record Book-to-Bill, and Surging Data Center Demand

Macom Tech(MTSI.US)