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MTSI Buy
MACOM Technology Solutions Holdings, Inc.
Current Price —
Implied Upside —
Analysts 25
30-Day Momentum
▲ 0 upgrades / ▼ 0 downgrades / 0 reiterations from 0 firms
Next Earnings
Nov 5, 2026 (10 days)
Rating Timeline
| Date ▼ | Firm | Action | From → To Rating | Price Target | Firm Rating |
|---|---|---|---|---|---|
| Sep 18, 2026 | BMO Capital | upgrade | Market Perform → Outperform | — | 53% |
| Aug 21, 2026 | BMO Capital | initiate | — → Market Perform | — | 53% |
| Aug 7, 2026 | Evercore ISI Group | maintain | Outperform → Outperform | — | 58% |
| Aug 6, 2026 | Needham | maintain | Buy → Buy | — | 50% |
| Jul 21, 2026 | Susquehanna | maintain | Neutral → Neutral | — | 55% |
| Jun 24, 2026 | Stifel | maintain | Buy → Buy | — | 53% |
| May 22, 2026 | Barclays | maintain | Overweight → Overweight | — | 53% |
| May 8, 2026 | JP Morgan | maintain | Neutral → Neutral | — | 54% |
| May 8, 2026 | Truist Securities | maintain | Buy → Buy | — | 54% |
| May 8, 2026 | Barclays | maintain | Overweight → Overweight | — | 53% |
| May 8, 2026 | Evercore ISI Group | maintain | Outperform → Outperform | — | 58% |
| May 8, 2026 | Susquehanna | maintain | Neutral → Neutral | — | 55% |
| May 8, 2026 | Needham | maintain | Buy → Buy | — | 50% |
| Apr 16, 2026 | Stifel | maintain | Buy → Buy | — | 53% |
| Apr 13, 2026 | B of A Securities | maintain | Buy → Buy | — | 53% |
| Apr 10, 2026 | Loop Capital | initiate | — → Buy | — | 54% |
| Feb 6, 2026 | JP Morgan | maintain | Neutral → Neutral | $240 | 54% |
| Feb 6, 2026 | Stifel | maintain | Buy → Buy | $255 | 53% |
| Feb 6, 2026 | Truist Securities | maintain | Buy → Buy | $261 | 54% |
| Feb 6, 2026 | Benchmark | maintain | Buy → Buy | $260 | 54% |
| Feb 6, 2026 | Needham | reiterate | Buy → Buy | $250 | 50% |
| Feb 2, 2026 | Jefferies | maintain | Buy → Buy | $260 | 52% |
| Jan 21, 2026 | B of A Securities | maintain | Buy → Buy | $260 | 53% |
| Jan 16, 2026 | Stifel | maintain | Buy → Buy | $215 | 53% |
| Dec 19, 2025 | Truist Securities | maintain | Buy → Buy | $200 | 54% |
| Dec 15, 2025 | Susquehanna | initiate | — → Neutral | $200 | 55% |
| Nov 7, 2025 | Truist Securities | reiterate | Buy → Buy | $180 | 54% |
| Nov 7, 2025 | Barclays | maintain | Overweight → Overweight | $200 | 53% |
| Nov 7, 2025 | Benchmark | maintain | Buy → Buy | $190 | 54% |
| Nov 6, 2025 | Needham | maintain | Buy → Buy | $175 | 50% |
| Jul 18, 2025 | Stifel | maintain | Buy → Buy | $155 | 53% |
| Jul 7, 2025 | Truist Securities | maintain | Buy → Buy | $154 | 54% |
| Jun 24, 2025 | B of A Securities | maintain | Buy → Buy | $160 | 53% |
| May 9, 2025 | Barclays | maintain | Overweight → Overweight | $150 | 53% |
| May 9, 2025 | Benchmark | reiterate | Buy → Buy | $160 | 54% |
| Apr 22, 2025 | Barclays | maintain | Overweight → Overweight | $125 | 53% |
| Apr 17, 2025 | Stifel | maintain | Buy → Buy | $120 | 53% |
| Apr 16, 2025 | B of A Securities | maintain | Buy → Buy | $130 | 53% |
| Apr 11, 2025 | Truist Securities | initiate | — → Buy | $125 | 54% |
| Feb 10, 2025 | Northland Capital Markets | upgrade | Market Perform → Outperform | $140 | 50% |
| Feb 10, 2025 | Benchmark | reiterate | Buy → Buy | $160 | 54% |
| Nov 11, 2024 | Northland Capital Markets | maintain | Market Perform → Market Perform | $105 | 50% |
| Nov 8, 2024 | Barclays | maintain | Overweight → Overweight | $160 | 53% |
| Nov 8, 2024 | Benchmark | maintain | Buy → Buy | $160 | 54% |
| Oct 25, 2024 | Piper Sandler | maintain | Neutral → Neutral | $115 | 54% |
| Sep 12, 2024 | Benchmark | reiterate | Buy → Buy | $120 | 54% |
| Aug 2, 2024 | JP Morgan | maintain | Neutral → Neutral | $110 | 54% |
| Aug 2, 2024 | Benchmark | maintain | Buy → Buy | $120 | 54% |
| Aug 2, 2024 | Barclays | maintain | Overweight → Overweight | $120 | 53% |
| Aug 2, 2024 | Needham | maintain | Buy → Buy | $120 | 50% |
Price Target Trend
Jun 13, 2026 Latest: $390.33 Oct 25, 2026
EPS Estimates
+1q $2.03
Lo: $1.92 Hi: $2.15
15 analysts 0q $2.00
Lo: $1.97 Hi: $2.02
16 analysts +1y $8.50
Lo: $8.14 Hi: $9.33
16 analysts 0y $5.51
Lo: $5.44 Hi: $5.54
16 analysts Cross-Platform Signals
No cross-platform signals in the last 90 days