MACOM TECHNOLOGY SOLUTIONS H (MTSI) Forecast, Price Target & Analyst Ratings

NASDAQ:MTSI • US55405Y1001

Current stock price

218.975 USD
-5.56 (-2.48%)
Last:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for MACOM TECHNOLOGY SOLUTIONS H (MTSI).

Forecast Snapshot

Consensus Price Target

Price Target
$241.64
+ 10.35% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 6, 2026
Period
Q2 / 2026
EPS Estimate
$1.09
Revenue Estimate
291.04M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
80.00%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$241.64
Upside
+ 10.35%
From current price of $218.98 to mean target of $241.64, Based on 23 analyst forecasts
Low
$108.07
Median
$257.55
High
$309.75

Price Target Revisions

1 Month
13.44%
3 Months
34.87%

Price Target Summary

23 Wall Street analysts provided a forecast for the next 12 months for MTSI. The average price target is 241.64 USD. This implies a price increase of 10.35% is expected in the next year compared to the current price of 218.975.
The average price target has been revised upward by 34.87% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

MTSI Current Analyst RatingMTSI Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8 10

Analyst Ratings History

MTSI Historical Analyst RatingsMTSI Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15 20

Analyst Ratings Consensus

ChartMill Buy Consensus
80.00%
MTSI was analyzed by 23 analysts. The buy percentage consensus is at 80. So analysts seem to be have mildly positive about MTSI.
In the previous month the buy percentage consensus was at a similar level.
MTSI was analyzed by 23 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-02-06NeedhamReiterate Buy -> Buy
2026-02-06BenchmarkMaintains Buy -> Buy
2026-02-06StifelMaintains Buy -> Buy
2026-02-06Truist SecuritiesMaintains Buy -> Buy
2026-02-06JP MorganMaintains Neutral -> Neutral
2026-02-02JefferiesMaintains Buy -> Buy
2026-01-21B of A SecuritiesMaintains Buy -> Buy
2026-01-16StifelMaintains Buy -> Buy
2025-12-19Truist SecuritiesMaintains Buy -> Buy
2025-12-15SusquehannaInitiate Neutral
2025-11-07BenchmarkMaintains Buy -> Buy
2025-11-07BarclaysMaintains Overweight -> Overweight
2025-11-07Truist SecuritiesReiterate Buy -> Buy
2025-11-06NeedhamMaintains Buy -> Buy
2025-07-18StifelMaintains Buy -> Buy
2025-07-07Truist SecuritiesMaintains Buy -> Buy
2025-06-24B of A SecuritiesMaintains Buy -> Buy
2025-05-09BenchmarkReiterate Buy -> Buy
2025-05-09BarclaysMaintains Overweight -> Overweight
2025-04-22BarclaysMaintains Overweight -> Overweight
2025-04-17StifelMaintains Buy -> Buy
2025-04-16B of A SecuritiesMaintains Buy -> Buy
2025-04-11Truist SecuritiesInitiate Buy
2025-02-10BenchmarkReiterate Buy -> Buy
2025-02-10Northland Capital MarketsUpgrade Market Perform -> Outperform

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 6, 2026
Period
Q2 / 2026
EPS Estimate
$1.09
Revenue Estimate
291.04M
Revenue Q2Q
23.38%
EPS Q2Q
28.71%
Number of Analysts
16

Next Earnings Revisions

Revenue (1 Month)
0.01%
Revenue (3 Months)
3.60%
EPS (1 Month)
-0.05%
EPS (3 Months)
4.42%

Next Earnings Summary

MTSI is expected to report earnings on 5/6/2026. The consensus EPS estimate for the next earnings is 1.09 USD and the consensus revenue estimate is 291.04M USD.
The next earnings revenue estimate has been revised upward by 3.6% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028
Revenue
YoY % growth
MTSI revenue by date.MTSI revenue by date.
648.4M
-3.97%		729.578M
12.52%		967.258M
32.58%		1.195B
23.55%		1.403B
17.41%		1.626B
15.89%
EBITDA
YoY % growth
MTSI ebitda by date.MTSI ebitda by date.
159.6M
-15.96%		140.915M
-11.71%		192.947M
36.92%		385.22M
99.65%		464.07M
20.47%		493.02M
6.24%
EBIT
YoY % growth
MTSI ebit by date.MTSI ebit by date.
107.4M
-19.07%		73.666M
-31.41%		129.652M
76.00%		329.15M
153.87%		425.84M
29.38%		503.85M
18.32%
Operating Margin
MTSI operating margin by date.MTSI operating margin by date.
16.56%10.10%13.40%27.54%30.35%30.99%
EPS
YoY % growth
MTSI eps by date.MTSI eps by date.
2.70
-4.26%		2.56
-5.26%		3.48
36.04%		4.56
31.01%		5.62
23.28%		7.18
27.67%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28
EPS
Q2Q % growth		1.09
28.71%		1.17
29.67%		1.14
21.45%		1.20
17.49%		1.25
14.12%		1.31
12.56%		1.39
21.45%		1.28
6.90%
Revenue
Q2Q % growth		291.04M
23.38%		305.97M
21.38%		298.39M
14.25%		306.42M
12.82%		316.89M
8.88%		327.45M
7.02%		338.52M
13.45%		324.94M
6.04%
EBITDA
Q2Q % growth		94.549M
43.98%		100.35M
20.46%		97.109M
-5.62%		99.858M
70.19%		102.41M
8.31%		108.43M
8.05%		113.73M
17.12%		N/A
EBIT
Q2Q % growth		80.15M
129.85%		87.404M
132.09%		85.838M
116.79%		89.876M
107.58%		94.051M
17.34%		99.42M
13.75%		105.55M
22.96%		N/A

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

MTSI Yearly Revenue VS EstimatesMTSI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 500M 1B 1.5B
MTSI Yearly EPS VS EstimatesMTSI Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 2 4 6

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
27.28%
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
18.16%
Revenue Next 5 Year
N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
26.70%
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

MACOM TECHNOLOGY SOLUTIONS H / MTSI Forecast FAQ

What is the average price target for MACOM TECHNOLOGY SOLUTIONS H (MTSI) stock?

23 analysts have analysed MTSI and the average price target is 241.64 USD. This implies a price increase of 10.35% is expected in the next year compared to the current price of 218.975.

Can you provide the upcoming earnings date for MACOM TECHNOLOGY SOLUTIONS H?

MACOM TECHNOLOGY SOLUTIONS H (MTSI) will report earnings on 2026-05-06.

What are the consensus estimates for MTSI stock next earnings?

The consensus EPS estimate for the next earnings of MACOM TECHNOLOGY SOLUTIONS H (MTSI) is 1.09 USD and the consensus revenue estimate is 291.04M USD.

Can you provide the expected long term growth rate for MACOM TECHNOLOGY SOLUTIONS H stock?

The expected long term growth rate for MACOM TECHNOLOGY SOLUTIONS H (MTSI) is 18.16%.