US · Technology · Semiconductors
EPS came in at 1.78 against a street estimate of 1.68 — a beat of 6.0%.
Analysts rate MACOM Technology Solutions Holdings Inc a strong buy (14 buy, 2 hold, 0 sell out of 16) with an average price target of $384.69.
CONFIDENT MACOM delivered record Q3 results with $342.2M revenue (+35.8% YoY), $1.40 EPS, and 1.6:1 book-to-bill. All three segments grew sequentially; Data Center surged 40%, driving 74% full-year growth. Management guides Q4 at $415–425M revenue and $1.97–$2.03 EPS. Q3 FY26 MESC fab converting to 6-inch; two of three process transitions complete within 4–6 months. Expected large U.K. defense order imminent. Wolfspeed Durham fab equipment acquired at discount; deployed into capacity. Analysts pressed on Data Center durability, CW laser timelines, Chinese supply chain risk, NPO positioning, and gross margin drivers. Management emphasized portfolio breadth, design-win pipeline, and confidence in Indium Phosphide opportunity but remained cautious on laser production commitment. 2026-08-06…
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| Fund | Stake |
|---|---|
| FMR Inc | 13.78% |
| BlackRock Inc | 12.46% |
| Vanguard Portfolio Management, LLC | 4.72% |
| Vanguard Capital Management, LLC | 4.01% |
| T. Rowe Price Investment Management,Inc. | 3.73% |
| State Street Corp | 2.96% |
| Amvescap Plc. | 2.81% |
| JPMorgan Chase & Co | 2.78% |
| Document | Date |
|---|---|
| Results announced · Q1 FY2027 HEADLINE NUMBERS • Fiscal Q4 2026 revenue was $424.8 million, up 62.7% year over year and 24.1% from the prior quarter. • Fiscal Q4 GAAP net income | 2026-11-05 |
| Quarterly report · Q3 FY2026 MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. — FORM 10-Q SUMMARY HEADLINE NUMBERS • Revenue (9 months ended July 3, 2026): $902.8 million vs. $706.1 mi | 2026-08-06 |
| Results announced · Q4 FY2026 MACOM TECHNOLOGY SOLUTIONS – Q3 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q3 Revenue: $342.2 million — up 35.8% year-over-year (vs. $252.1M in Q3 F | 2026-08-06 |
| Quarterly report · Q2 FY2026 MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Revenue Q2 2026: $288.955 million (up 22.5% YoY from $235.8 | 2026-05-07 |
| Results announced · Q3 FY2026 MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. - Q2 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $289.0 million in Q2 FY2026, up 22.5% year-over-y | 2026-05-07 |
| Shareholder vote results · Q2 FY2026 MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held March 5, 2026 in Chelmsford, Mas | 2026-03-09 |
| Quarterly report · Q1 FY2026 MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. – Q1 FY2026 SUMMARY HEADLINE NUMBERS • Revenue Q1 FY2026: $271.6 million (up 24.5% vs. $218.1 million in Q | 2026-02-05 |
| Results announced · Q2 FY2026 MACOM TECHNOLOGY SOLUTIONS – Q1 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $271.6 million, up 24.5% year-over-year (from $218.1 million), u | 2026-02-05 |
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