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

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) – Stock analysts at Zacks Research boosted their Q3 2025 earnings estimates for MACOM Technology Solutions in a research note issued to investors on Thursday, February 27th. Zacks Research analyst R. Department now expects that the semiconductor company will earn $0.68 per share 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.

Several other research firms have also recently weighed in on MTSI. Benchmark restated a “buy” rating and issued a $160.00 price objective on shares of MACOM Technology Solutions in a research report on Monday, February 10th. Barclays upped their price objective on shares of MACOM Technology Solutions from $120.00 to $160.00 and gave the stock an “overweight” rating in a research report on Friday, November 8th. Northland Securities upgraded shares of MACOM Technology Solutions from a “market perform” rating to an “outperform” rating and upped their price objective for the stock from $105.00 to $140.00 in a research report on Monday, February 10th. Finally, Northland Capmk upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 10th. Two equities research 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 MarketBeat.com, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and a consensus target price of $131.50.

MACOM Technology Solutions Stock Down 5.8 %

MTSI stock opened at $108.98 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. The company’s 50 day moving average is $130.84 and its 200 day moving average is $122.30. The stock has a market cap of $8.10 billion, a price-to-earnings ratio of -75.68, a price-to-earnings-growth ratio of 2.42 and a beta of 1.71. MACOM Technology Solutions has a 1-year low of $88.18 and a 1-year high of $152.50.

MACOM Technology Solutions (NASDAQ:MTSI) last announced 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 positive return on equity of 12.42% and a negative net margin of 13.05%.

Insider Transactions at MACOM Technology Solutions

In related news, SVP Ambra R. Roth sold 1,366 shares of the firm’s stock in a transaction on Monday, December 9th. The stock was sold at an average price of $139.07, for a total value of $189,969.62. Following the completion of the sale, the senior vice president now owns 6,564 shares of the company’s stock, valued at $912,855.48. This trade represents a 17.23 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Geoffrey G. Ribar sold 6,656 shares of the firm’s stock in a transaction on Wednesday, February 12th. The stock was sold at an average price of $121.61, for a total value of $809,436.16. Following the completion of the sale, the director now directly owns 14,031 shares of the company’s stock, valued at $1,706,309.91. The trade was a 32.17 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 747,564 shares of company stock worth $92,693,312. Insiders own 16.30% of the company’s stock.

Institutional Trading of MACOM Technology Solutions

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Louisiana State Employees Retirement System lifted its stake in MACOM Technology Solutions by 0.6% in the fourth quarter. Louisiana State Employees Retirement System now owns 16,100 shares of the semiconductor company’s stock worth $2,092,000 after acquiring an additional 100 shares during the period. Russell Investments Group Ltd. lifted its stake in MACOM Technology Solutions by 1.4% in the fourth quarter. Russell Investments Group Ltd. now owns 7,160 shares of the semiconductor company’s stock worth $930,000 after acquiring an additional 100 shares during the period. UMB Bank n.a. lifted its position in MACOM Technology Solutions by 74.3% during the fourth quarter. UMB Bank n.a. now owns 237 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 101 shares during the period. Quadrant Capital Group LLC lifted its position in MACOM Technology Solutions by 8.2% during the fourth quarter. Quadrant Capital Group LLC now owns 1,339 shares of the semiconductor company’s stock valued at $174,000 after buying an additional 101 shares during the period. Finally, EP Wealth Advisors LLC lifted its position in MACOM Technology Solutions by 4.2% during the third quarter. EP Wealth Advisors LLC now owns 2,712 shares of the semiconductor company’s stock valued at $302,000 after buying an additional 110 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.