MACOM Technology Solutions (NASDAQ:MTSI) Releases Q2 2025 Earnings Guidance

MACOM Technology Solutions (NASDAQ:MTSI) issued an update on its second quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.820-0.860 for the period, compared to the consensus earnings per share estimate of 0.830. The company issued revenue guidance of $227.0 million-$233.0 million, compared to the consensus revenue estimate of $223.6 million.

Analyst Upgrades and Downgrades

MTSI has been the subject of a number of research reports. Piper Sandler boosted their price target on MACOM Technology Solutions from $100.00 to $115.00 and gave the company a “neutral” rating in a research report on Friday, October 25th. Barclays increased their price target on MACOM Technology Solutions from $120.00 to $160.00 and gave the company an “overweight” rating in a report on Friday, November 8th. Northland Securities lifted their target price on MACOM Technology Solutions from $85.00 to $105.00 and gave the stock a “market perform” rating in a research report on Monday, November 11th. Finally, Benchmark increased their price objective on shares of MACOM Technology Solutions from $120.00 to $160.00 and gave the stock a “buy” rating in a research note on Friday, November 8th. Three equities research analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company. According to data from MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average target price of $128.00.

MACOM Technology Solutions Stock Performance

Shares of MTSI traded down $2.75 during trading hours on Friday, reaching $126.75. 902,119 shares of the company’s stock traded hands, compared to its average volume of 711,123. The firm has a market capitalization of $9.42 billion, a price-to-earnings ratio of 122.91, a P/E/G ratio of 2.32 and a beta of 1.71. The company has a debt-to-equity ratio of 0.43, a current ratio of 8.35 and a quick ratio of 6.55. MACOM Technology Solutions has a twelve month low of $80.40 and a twelve month high of $152.50. The business’s fifty day simple moving average is $136.08 and its two-hundred day simple moving average is $119.68.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, February 6th. The semiconductor company reported $0.40 earnings per share for the quarter, missing the consensus estimate of $0.78 by ($0.38). MACOM Technology Solutions had a net margin of 10.53% and a return on equity of 12.91%. Analysts predict that MACOM Technology Solutions will post 2.71 earnings per share for the current year.

Insider Activity at MACOM Technology Solutions

In other news, Director Susan Ocampo sold 105,782 shares of MACOM Technology Solutions stock in a transaction that occurred on Friday, November 15th. The stock was sold at an average price of $123.67, for a total transaction of $13,082,059.94. Following the sale, the director now owns 5,914,008 shares of the company’s stock, valued at approximately $731,385,369.36. This trade represents a 1.76 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Donghyun Thomas Hwang sold 7,355 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, January 27th. The stock was sold at an average price of $133.00, for a total value of $978,215.00. Following the sale, the senior vice president now directly owns 43,657 shares in the company, valued at $5,806,381. The trade was a 14.42 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 218,532 shares of company stock worth $27,902,795 in the last quarter. 16.30% of the stock is owned by company insiders.

About MACOM Technology Solutions

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.