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

MACOM Technology Solutions (NASDAQ:MTSI) updated its second quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of 0.820-0.860 for the period, compared to the consensus EPS 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.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the company. Northland Securities lifted their price objective on MACOM Technology Solutions from $85.00 to $105.00 and gave the stock a “market perform” rating in a research note on Monday, November 11th. Benchmark lifted their price objective on MACOM Technology Solutions from $120.00 to $160.00 and gave the stock a “buy” rating in a research note on Friday, November 8th. Piper Sandler lifted their price objective on MACOM Technology Solutions from $100.00 to $115.00 and gave the stock a “neutral” rating in a research note on Friday, October 25th. Finally, Barclays lifted their price objective on MACOM Technology Solutions from $120.00 to $160.00 and gave the stock an “overweight” rating in a research note on Friday, November 8th. Three equities research analysts have rated the stock with a hold rating and seven have given a buy rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $128.00.

MACOM Technology Solutions Trading Down 1.8 %

MTSI stock traded down $2.29 during trading on Friday, hitting $127.21. The company had a trading volume of 1,281,009 shares, compared to its average volume of 694,203. The company has a quick ratio of 6.55, a current ratio of 3.61 and a debt-to-equity ratio of 0.33. The firm has a 50-day moving average price of $135.97 and a 200-day moving average price of $119.82. MACOM Technology Solutions has a 12 month low of $80.40 and a 12 month high of $152.50. The stock has a market cap of $9.46 billion, a price-to-earnings ratio of -88.34, a PEG ratio of 2.27 and a beta of 1.71.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, February 6th. The semiconductor company reported $0.40 EPS for the quarter, missing the consensus estimate 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%. As a group, analysts predict that MACOM Technology Solutions will post 2.71 earnings per share for the current year.

Insider Activity

In other news, Director Susan Ocampo sold 25,351 shares of the stock in a transaction dated Wednesday, November 13th. The shares were sold at an average price of $130.05, for a total transaction of $3,296,897.55. Following the completion of the transaction, the director now directly owns 6,046,676 shares in the company, valued at $786,370,213.80. This represents a 0.42 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Ambra R. Roth sold 1,366 shares of the stock in a transaction dated Monday, December 9th. The stock was sold at an average price of $139.07, for a total transaction of $189,969.62. Following the transaction, the senior vice president now owns 6,564 shares of the company’s stock, valued at approximately $912,855.48. This represents a 17.23 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 218,532 shares of company stock valued at $27,902,795 in the last quarter. Company insiders own 16.30% of the company’s stock.

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.