MACOM Technology Solutions is scheduled to announce its first-quarter earnings for fiscal year 2026 on February 5, 2026, before the market opens. Analysts project that the semiconductor company will report earnings of $0.99 per share and revenue of approximately $269.02 million for the quarter. The company has set its earnings guidance for this period between $0.980 and $1.020 per share.
Investors can access the details of the earnings call, which is set for 8:30 AM ET on the same day, via the company’s dedicated earnings results page. This follows MACOM’s previous earnings announcement on November 6, 2025, where it surpassed analysts’ expectations with earnings of $0.94 per share, exceeding the consensus estimate of $0.93 by a margin of $0.01. The company’s revenue for that quarter reached $261.17 million, slightly above the forecasted $260.16 million.
Comparatively, the firm reported earnings of $0.73 per share during the same period the previous year, indicating a year-over-year growth in revenue of 3.6%. Looking ahead, analysts anticipate MACOM will report earnings of $2.00 per share for the current fiscal year and $3.00 for the next.
Market Performance and Investor Activity
As of Wednesday, MACOM’s shares opened at $226.71. The company exhibits a debt-to-equity ratio of 0.31 and a current ratio of 3.71, suggesting a solid liquidity position. Its stock has a market capitalization of $17.01 billion and a price-to-earnings ratio of -279.89, alongside a price-to-earnings-growth ratio of 4.26 and a beta of 1.44. Over the past year, MACOM’s stock has fluctuated between a low of $84.00 and a high of $236.80.
Recent trading activity indicates that institutional investors have shown significant interest in MACOM. For instance, Wellington Management Group LLP increased its stake by 180.6% during the third quarter, now holding 986,438 shares valued at approximately $122.8 million. Similarly, UBS Group AG raised its position by 30.6%, acquiring an additional 161,859 shares.
Other notable institutional changes include Northern Trust Corp, which raised its holdings by 2.9%, and AQR Capital Management LLC, increasing its stake by 24.7% during the previous quarters. Currently, institutional investors and hedge funds collectively own 76.14% of the company’s stock.
Analyst Ratings and Future Outlook
Brokerage firms have recently expressed varied outlooks on MACOM. For instance, Susquehanna initiated coverage with a “neutral” rating and a price target of $200.00. In contrast, Stifel Nicolaus revised its price target upward from $185.00 to $215.00, maintaining a “buy” rating. Additionally, Needham & Company LLC increased its target from $150.00 to $175.00.
Overall, one analyst has rated the stock as a “Strong Buy,” while nine others have assigned a “Buy” rating and three have designated it as a “Hold.” According to MarketBeat, the average rating for MACOM Technology Solutions stands at “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 product range includes amplifiers, switches, modulators, detectors, and integrated circuits, all designed to enhance signal integrity, power management, and data transmission. The company serves diverse markets, including telecommunications, data centers, aerospace, and automotive applications, positioning itself as a critical player in next-generation communications infrastructure.
