MACOM Technology Solutions (NASDAQ:MTSI) is scheduled to announce its Q1 2026 earnings on Thursday, February 5, 2026, prior to the market opening. Analysts project that the semiconductor firm will report earnings of $0.99 per share alongside revenue of $269.02 million for the quarter. The company has provided guidance for Q1 2026, estimating earnings per share (EPS) between $0.980 and $1.020.
Investors can find the latest details regarding the earnings call scheduled for 8:30 AM ET on the company’s earnings results page. In its previous earnings report on November 6, 2025, MACOM Technology Solutions surpassed analyst expectations, reporting earnings of $0.94 per share, exceeding the consensus estimate of $0.93 by $0.01. The company also achieved revenue of $261.17 million, exceeding the anticipated $260.16 million.
Over the past year, MACOM has demonstrated growth. In the same quarter last year, it reported earnings of $0.73 per share and a year-over-year revenue increase of 3.6%. Analysts forecast an EPS of $2 for the current fiscal year and $3 for the following fiscal year.
Stock Performance and Institutional Investment
As of Wednesday, MACOM’s stock opened at $226.71. The company currently holds a market capitalization of $17.01 billion and features a debt-to-equity ratio of 0.31, with a current ratio of 3.71 and a quick ratio of 2.98. The stock has experienced fluctuations, reaching a yearly low of $84.00 and a high of $236.80.
Recent activities from institutional investors show significant interest in MACOM Technology Solutions. Wellington Management Group LLP increased its stake in the company by 180.6% during the third quarter, now owning 986,438 shares valued at $122.8 million. Similarly, UBS Group AG raised its position by 30.6%, acquiring an additional 161,859 shares, bringing its total to 689,950 shares worth $85.89 million.
Other notable changes include Northern Trust Corp’s increase of 2.9% in shares, AQR Capital Management LLC’s growth of 24.7%, and Polar Asset Management Partners Inc.’s increase of 14.8% in their holdings. Institutional investors and hedge funds collectively own 76.14% of MACOM’s stock.
Analyst Ratings and Market Outlook
Several brokerages have recently updated their ratings for MACOM Technology Solutions. Susquehanna initiated coverage with a “neutral” rating and a price target of $200.00. Stifel Nicolaus raised its price target from $185.00 to $215.00 while maintaining a “buy” rating. Meanwhile, Needham & Company LLC increased its price objective from $150.00 to $175.00.
TD Cowen also adjusted its target price from $150.00 to $190.00 with a “buy” rating. Weiss Ratings upgraded MACOM from a “sell (d+)” to a “hold (c-)” rating. Presently, one analyst rates the stock as a Strong Buy, nine as Buy, and three as Hold, resulting in an average rating of “Moderate Buy” with a consensus price target of $196.82.
MACOM Technology Solutions specializes in high-performance analog, microwave, millimeter-wave, and photonic semiconductor solutions. Its extensive product range includes amplifiers, switches, modulators, detectors, and integrated circuits, all designed to enhance signal integrity and power management across various applications. These offerings cater to critical sectors, including telecommunications, data centers, satellite communications, aerospace, and automotive industries.
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