What is Zacks Research’s Forecast for MTSI Q3 Earnings?

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) – Research analysts at Zacks Research lifted their Q3 2025 earnings per share (EPS) estimates for shares of MACOM Technology Solutions in a research report issued to clients and investors on Thursday, February 27th. Zacks Research analyst R. Department now anticipates that the semiconductor company will post earnings per share of $0.68 for the quarter, up from their prior estimate of $0.65. The consensus estimate for MACOM Technology Solutions’ current full-year earnings is $2.43 per share. Zacks Research also issued estimates for MACOM Technology Solutions’ Q4 2025 earnings at $0.73 EPS and Q3 2026 earnings at $0.78 EPS.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, February 6th. The semiconductor company reported $0.40 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.78 by ($0.38). MACOM Technology Solutions had a negative net margin of 13.05% and a positive return on equity of 12.42%.

MTSI has been the subject of a number of other reports. Northland Securities raised shares of MACOM Technology Solutions from a “market perform” rating to an “outperform” rating and increased their price target for the stock from $105.00 to $140.00 in a research report on Monday, February 10th. Barclays lifted their target price on shares of MACOM Technology Solutions from $120.00 to $160.00 and gave the company an “overweight” rating in a research note on Friday, November 8th. Benchmark reaffirmed a “buy” rating and issued a $160.00 price target on shares of MACOM Technology Solutions in a research note on Monday, February 10th. Finally, Northland Capmk upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 10th. Two analysts have rated the stock with a hold rating, eight have issued a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $131.50.

MACOM Technology Solutions Stock Up 0.7 %

Shares of MACOM Technology Solutions stock opened at $109.76 on Monday. The company has a current ratio of 3.61, a quick ratio of 2.88 and a debt-to-equity ratio of 0.33. MACOM Technology Solutions has a 1 year low of $88.18 and a 1 year high of $152.50. The stock has a 50-day moving average price of $130.32 and a 200 day moving average price of $122.32. The company has a market cap of $8.16 billion, a P/E ratio of -76.22, a P/E/G ratio of 2.42 and a beta of 1.71.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. Price T Rowe Associates Inc. MD grew its stake in shares of MACOM Technology Solutions by 38.9% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 3,998,136 shares of the semiconductor company’s stock worth $519,399,000 after acquiring an additional 1,120,510 shares during the last quarter. Norges Bank bought a new stake in MACOM Technology Solutions in the 4th quarter valued at $82,833,000. Vanguard Group Inc. grew its position in MACOM Technology Solutions by 6.0% in the 4th quarter. Vanguard Group Inc. now owns 6,517,251 shares of the semiconductor company’s stock worth $846,656,000 after purchasing an additional 368,979 shares during the last quarter. Massachusetts Financial Services Co. MA bought a new position in shares of MACOM Technology Solutions during the 4th quarter worth about $31,260,000. Finally, Westfield Capital Management Co. LP raised its position in shares of MACOM Technology Solutions by 21.0% during the third quarter. Westfield Capital Management Co. LP now owns 1,210,547 shares of the semiconductor company’s stock valued at $134,686,000 after buying an additional 210,151 shares during the last quarter. 76.14% of the stock is owned by institutional investors.

Insider Buying and Selling

In other MACOM Technology Solutions news, Director Susan Ocampo sold 97,527 shares of the business’s stock in a transaction on Thursday, February 20th. The shares were sold at an average price of $124.08, for a total transaction of $12,101,150.16. Following the completion of the transaction, the director now owns 4,689,225 shares of the company’s stock, valued at $581,839,038. The trade was a 2.04 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO John Kober sold 2,250 shares of the company’s stock in a transaction dated Thursday, January 2nd. The shares were sold at an average price of $130.09, for a total transaction of $292,702.50. Following the sale, the chief financial officer now owns 49,239 shares of the company’s stock, valued at $6,405,501.51. This trade represents a 4.37 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 747,564 shares of company stock worth $92,693,312. 16.30% of the stock is currently owned by insiders.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.