MACOM Technology Solutions is expected to release its financial results for the first quarter of fiscal year 2026 before the markets open on February 5, 2026. Analysts project the semiconductor company will report earnings of $0.99 per share alongside revenue of approximately $269.018 million for the quarter. The company has provided guidance for this period, indicating an expected earnings range of $0.980 to $1.020 per share.
The earnings call will be accessible to investors on the company’s website, scheduled for 8:30 AM ET on the day of the announcement. This follows MACOM’s previous earnings report on November 6, 2025, when it exceeded analysts’ expectations with earnings of $0.94 per share, slightly above the consensus estimate of $0.93. The firm also reported revenue of $261.17 million, surpassing predicted figures of $260.16 million.
Year-over-year comparisons show a notable increase, as MACOM posted earnings of $0.73 per share during the same quarter last year. Revenue grew by 3.6% year-over-year, reflecting the company’s resilience in a competitive market.
Performance Metrics and Market Insights
Currently, MACOM’s stock opened at $226.71 on Wednesday, with a market capitalization of $17.01 billion. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71, and a quick ratio of 2.98. While the price-to-earnings ratio stands at -279.89, the stock’s performance has shown significant volatility, with a one-year low of $84.00 and a one-year high of $236.80.
Analysts anticipate that MACOM will achieve an average of $2.00 earnings per share for the current fiscal year, with projections of $3.00 for the following year. The company’s positive return on equity stands at 14.38%, despite a negative net margin of 5.60%.
Institutional investors have shown increased interest in MACOM, with several hedge funds adjusting their stakes. Wellington Management Group LLP significantly raised its position by 180.6% in the third quarter, now holding 986,438 shares valued at $122.8 million. Similarly, UBS Group AG increased its holdings by 30.6%, now owning 689,950 shares worth $85.9 million.
Other notable changes include Northern Trust Corp, which raised its stake by 2.9%, and AQR Capital Management LLC, which boosted its holdings by 24.7%. Currently, institutional investors and hedge funds collectively own 76.14% of MACOM’s stock.
Analyst Ratings and Future Outlook
Several brokerage firms have recently revisited their ratings for MACOM. On December 15, 2025, Susquehanna initiated coverage with a “neutral” rating and a price target of $200.00. Stifel Nicolaus raised its target from $185.00 to $215.00, maintaining a “buy” rating. Needham & Company LLC also increased its price objective from $150.00 to $175.00, while TD Cowen adjusted its target from $150.00 to $190.00.
In total, one analyst has issued a “Strong Buy” rating for the stock, while nine analysts have assigned a “Buy” rating and three have given it a “Hold” rating. The consensus among analysts suggests a “Moderate Buy” with an average price target of $196.82.
MACOM Technology Solutions specializes in high-performance analog, microwave, millimeter-wave, and photonic semiconductor solutions. Its diverse product portfolio includes amplifiers, switches, modulators, and integrated circuits that cater to various markets, including telecommunications, data centers, and aerospace. As the company prepares to announce its earnings, stakeholders are keenly awaiting confirmation of its projected growth and performance in the semiconductor sector.
