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Marvell Technology, MACOM, Micron, Western Digital, and Semtech Shares Skyrocket, What You Need To Know

What Happened? A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology. The rally was sparked by strong quarterly results from several …

T. Rowe Price Investment Management (MTSI) discloses 2.85M MACOM shares in 13G/A

T. Rowe Price Investment Management, Inc. has filed an amended Schedule 13G, disclosing a beneficial ownership of 2,850,185 shares of MACOM Technology Solutions Holdings Inc. common stock, which represents 3.7% of the class. The firm reports sole voting power over 2,841,849 shares and sole …

MACOM (MTSI) Q3 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Senior Vice President of Corporate Development and Investor Relations - Stephen FerrantiPresident and Chief Executive Officer - Stephen DalyChief Financial Officer - John Kober TAKEAWAYS Revenue -- $342.2 …

How Much Upside is Left in M/A-Com (MTSI)? Wall Street Analysts Think 28%

Shares of M/A-Com (MTSI) have gained 6.1% over the past four weeks to close the last trading session at $310.75, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going …

MACOM Technology Solutions Holdings, Inc. $MTSI Shares Sold by Linden Thomas Advisory Services LLC

Linden Thomas Advisory Services LLC reduced its stake in MACOM Technology Solutions Holdings, Inc. by 32.2% in the second quarter, selling 7,315 shares and retaining 15,380 shares valued at approximately $5.85 million. The company reported strong Q2 earnings with EPS of $1.40, exceeding estimates, …

MACOM (MTSI) investor Susan Ocampo reports 6.4% stake in 13G/A update

Susan M. Ocampo has updated her ownership stake in MACOM Technology Solutions Holdings, Inc. (MTSI) via an Amendment No. 19 to a Schedule 13G filing. She beneficially owns 4,884,490 shares, representing 6.4% of the common stock outstanding as of June 30, 2026. All shares …

MACOM Technology Solutions Holdings Inc (MTSI) News, Articles, Events & Latest Updates

This article compiles recent news and updates for MACOM Technology Solutions Holdings Inc (MTSI), primarily focusing on its Q3 fiscal 2026 earnings. Analysts predict a 28% upside for the stock, driven by strong international revenue performance and accelerating data center demand. MTSI's Q3 earnings …

MACOM Technology Solutions Holdings Jumps 5.7% Amid Sector-Wide Rally

MACOM Technology Solutions Holdings (MTSI) saw its stock surge by 5.7% to $317.06, participating in a broad sector-wide rally among semiconductor companies. This gain was supported by increased trading volume and recent bullish analyst sentiment, with two firms raising price targets and no cuts. …

MACOM (MTSI): Buy, Sell, or Hold Post Q2 Earnings?

MACOM (MTSI): Buy, Sell, or Hold Post Q2 Earnings? MACOM currently trades at $308.10 and has been a dream stock for shareholders. It's returned 404% since August 2021, blowing past the S&P 500's 72.8% gain. The company has also beaten the index over the …

Why M/A-Com (MTSI) International Revenue Trends Deserve Your Attention

Did you analyze how M/A-Com (MTSI) fared in its international operations for the quarter ending June 2026? Given the widespread global presence of this chipmaker, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities. In the …

MACOM Technology Solutions Holdings Inc (MTSI) Shares Fall 4.4% -- What GF Score of 82 Tells Investors

MACOM Technology Solutions Holdings Inc (MTSI) shares fell 4.4% to $297.03, currently trading significantly above its GF Value™ estimate of $180.43, indicating it is overvalued. Despite a strong GF Score™ of 82 for overall performance, particularly in growth and momentum, insider selling of $27.7 …

MTSI Q2 Deep Dive: Data Center Momentum, Margin Expansion, and Strong Forward Outlook

MTSI Q2 Deep Dive: Data Center Momentum, Margin Expansion, and Strong Forward Outlook Network chips maker MACOM Technology Solutions (NASDAQ: MTSI) reported revenue ahead of Wall Street's expectations in Q2 CY2026, with sales up 35.8% year on year to $342.2 million. On top of …

Analog Semiconductors Stocks Q2 Results: Benchmarking MACOM (NASDAQ:MTSI)

Should MACOM Technology Solutions Holdings (MTSI) Revisit Its Valuation On New Guidance?

Why MACOM (MTSI) Is Up 23.6% After Strong Q3 Results And Raised Q4 Guidance

MACOM Technology Solutions Holdings, Inc. reported past fiscal third-quarter 2026 results with sales of US$342.24 million and net income of US$100.71 million, and issued fiscal fourth-quarter revenue guidance of US$415 million to US$425 million. The quarter highlighted strong growth across Data Center, Industrial & …

MACOM Technology Solutions Holdings (MTSI) Stock Faces A High Bar After Margin Surge

MACOM Technology Solutions Holdings (MTSI) Is Up 20.0% After Record Q3 Results And Upbeat Q4 Outlook – Has The Bull Case Changed?

MACOM Technology Solutions Holdings (MTSI) recently reported record fiscal third-quarter 2026 results, with significant increases in sales and net income, and provided strong fourth-quarter revenue guidance. This performance is driven by high demand for data center and connectivity products, particularly 800G and 1.6T optical …

MTSI Q3 Earnings Surpass Expectations, Revenues Rise Y/Y

MACOM Technology Solutions Holdings, Inc. MTSI reported third-quarter fiscal 2026 earnings of $1.40 per share, which beat the Zacks Consensus Estimate by 4.5%. The bottom line grew 55.6% year over year. MACOM Technology's earnings beat the Zacks Consensus Estimate in each of the trailing …

MTSI Q3 Earnings Call Highlights Data Center Growth Outlook

MACOM Technology Solutions Holdings, Inc. MTSI framed its third-quarter fiscal 2026 call around accelerating Data Center demand, a record order pace and expanding manufacturing leverage. President, CEO and Chairman Stephen Daly said demand was strong across all three end markets and backlog continued to …

Company News for Aug 7, 2026

Parker-Hannifin Corp.'s (PH) shares surged 7.3% after reporting fourth-quarter fiscal 2026 adjusted earnings of $9.27 per share, surpassing the Zacks Consensus Estimate of $8.29 per share. Shares of Ralph Lauren Corp. (RL) climbed 4% after posting first-quarter fiscal 2027 adjusted earnings of $4.59 per …

M/A-Com (MTSI) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended June 2026, M/A-Com (MTSI) reported revenue of $342.24 million, up 35.8% over the same period last year. EPS came in at $1.40, compared to $0.90 in the year-ago quarter. The reported revenue represents a surprise of +2.13% over the Zacks …

Macom outlines Q4 FY 2026 revenue of $415M-$425M with adjusted EPS of $1.97-$2.03 as backlog hits record 1.6:1 book-to-bill

Earnings Call Insights: MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 FY 2026 MANAGEMENT VIEW * Stephen Daly (President, CEO & Chairman) reported $342.2 million in Q3 revenue and $1.40 in adjusted EPS, adding that “Demand for our products is strong across our three end …

MACOM Technology Solutions Holdings Inc Stock (MTSI) Closed Up by 14.70% on Aug 6: Key Drivers Unveiled

MACOM Technology Solutions Holdings Inc (MTSI) saw its stock close up by 14.70% on August 6, outperforming the Technology Equipment sector. This surge was primarily driven by the company exceeding quarterly earnings estimates, raising full-year financial guidance, and benefiting from high-speed optical interconnect demand …

MACOM Technology (NASDAQ: MTSI) posts strong Q3 growth and higher margins

MACOM Technology Solutions Holdings, Inc. (NASDAQ: MTSI) reported strong Q3 2026 growth, with revenue increasing 35.8% year-over-year to $342.2 million and net income rising to $100.7 million. This growth was largely driven by an 81.5% increase in Data Center revenue. The company also saw …

Needham raises MACOM stock price target to $400 on data center strength

Needham has increased its price target for MACOM Technology Solutions (NASDAQ: MTSI) shares to $400 from $250, maintaining a Buy rating. This upgrade follows MACOM's strong earnings beat, significant raise in fiscal third-quarter guidance, and a record book-to-bill ratio, driven by robust data center …

MACOM Technology Solutions Holdings Surges 10.8% on EPS Beat

MACOM Technology Solutions Holdings (MTSI) saw its shares surge by 10.8% after reporting strong Q3 2026 earnings, with an EPS of $1.40 and revenue of $342.2 million, surpassing expectations. This performance, driven by continued demand for its semiconductor products, boosted investor confidence and increased …

Earnings Flash (MTSI) MACOM Technology Solutions Holdings, Inc. Posts Q3 Adjusted EPS $1.40 per Share, Vs. FactSet Est of $1.35

MACOM Technology Solutions Holdings, Inc. (MTSI) announced Q3 adjusted earnings per share of $1.40, surpassing the FactSet estimate of $1.35. This report provides a quick flash of the company's recent financial performance.

MACOM Tech earnings beat by $0.05, revenue topped estimates

MACOM Tech (NASDAQ: MTSI) reported third-quarter earnings per share of $1.40, surpassing analyst estimates by $0.05. The company's revenue for the quarter was $342.24 million, also exceeding the consensus estimate of $335.3 million. Despite the positive earnings report, the stock price has decreased by …

M/A-Com (MTSI) Q3 Earnings and Revenues Surpass Estimates

M/A-Com (MTSI) came out with quarterly earnings of $1.4 per share, beating the Zacks Consensus Estimate of $1.34 per share. This compares to earnings of $0.9 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings …

MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2026 Earnings

MACOM Technology Solutions Holdings, Inc. (MTSI) announced its Q3 2026 earnings, reporting an EPS of $1.40, surpassing the estimated $1.35 by 3.8%. Revenue reached $342 million, exceeding the $336 million estimate by 2.0%, primarily driven by a 35.8% year-over-year increase in data center optical …

(MTSI) MACOM Technology Solutions Holdings, Inc. Expects Q4 Adjusted EPS Range $1.97 - $2.03

MACOM Technology Solutions Holdings, Inc. (MTSI) anticipates its Q4 adjusted EPS to fall within the range of $1.97 to $2.03. This earnings guidance follows the company's recent Q3 2026 earnings call and report, which indicated rising adjusted earnings and revenue. The company also projects …

MACOM (NASDAQ:MTSI) Q2 Sales Beat Estimates

MACOM (NASDAQ:MTSI) Q2 Sales Beat Estimates Network chips maker MACOM Technology Solutions (NASDAQ: MTSI) announced better-than-expected revenue in Q2 CY2026, with sales up 35.8% year on year to $342.2 million. On top of that, next quarter's revenue guidance ($420 million at the midpoint) was …

MACOM revenue rises 36% to $342.2 million in fiscal Q3

MACOM Technology Solutions (MTSI) reported a 35.8% increase in fiscal third-quarter 2026 revenue, reaching $342.2 million. The company's GAAP net income rose to $100.7 million, or $1.28 per diluted share, and it anticipates fiscal fourth-quarter revenue between $415 million and $425 million. The article …