MACOM Technology Solutions analyst rating shifts

In late July 2026, Wall Street Zen cut its rating on MACOM Technology Solutions (NASDAQ:MTSI) from "buy" to "hold" after the company posted quarterly earnings of $1.09 per share, slightly above expectations, and revenue of $288.95 million, also beating forecasts. Other analysts offered mixed views, with some maintaining a buy recommendation and others keeping a hold.

Two weeks later, in early August 2026, several research firms upgraded MACOM to a "buy" and raised price targets, with Barclays to $450, Needham to $410 and Stifel Nicolaus to $450. The firm reported third‑quarter earnings of $1.40 per share, surpassing the $1.35 consensus, and revenue jumped 35.8%, driven by an 81.5% surge in its data‑center segment, now its largest revenue source. Analysts noted the stock’s high valuation and concentration risks but viewed the earnings beat and execution positively, shifting the consensus rating to a "moderate buy" with an average target around $331.