DailyIQ
Last updated 24 minutes ago

MTSI·MTSI

$.
+. (+.%)
After Hours
High
$245.47
Open
$238.10
Market Cap
18.31B
52W High
$245.47
Low
$233.52
P. Close
$370.50
P/E
112.99
52W Low
$84.00
Fwd P/E
-
Mean Target
-
Technical Score (1D)
100
BUY
News Sentiment
56
BULLISH
Okay, I'm ready. Please provide the JSON list of articles. I will follow all the rules to create the "What's happening today and why?" section for MTSI.
Earnings Summary
MACOM Technology Solutions Holdings, Inc. provides analog semiconductor solutions, operating in the technology sector within the semiconductors industry. The company's products are used in wireless and wireline applications across various sectors, including data centers and telecom. In Q1 2025, MACOM reported EPS of $0.85 on revenue of $235.89 million, and Q2 2026 data is not available. The company beat estimates in Q1 2025. Historically, the company has shown revenue growth, with Q1 2025 revenue at $235.89 million. Recent news highlights strong Q1 2026 results, with a 24.5% year-over-year revenue increase and adjusted EPS of $1.02, driven by robust demand across all end markets. However, an insider recently sold shares worth $23 million, which could signal a shift in sentiment. Investors should watch for further developments in the data center, defense, and telecom markets, as well as any potential impact from the insider share sale, to gauge the prevailing sentiment.

EPS

EstBeatMiss
$0.81$0.88$0.96$1.03$1.11Q1'25Q2'26
QtrEstActual+/−
Q2'26$1.07 - -
Q1'25$0.84$0.85+1.1%

Revenue

EstBeatMiss
$229M$244M$260M$276M$292MQ1'25Q2'26
QtrEstActual+/−
Q2'26$285M - -
Q1'25 - $236M -

Market Data

MTSI Stock Snapshot

MTSI is currently trading at $370.50, giving MTSI a market cap of 18.31B and a P/E ratio of 113.0. Today's range spans $233.52–$245.47, with shares opening at $238.10 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 100/100 (BUY) with a news sentiment reading of 56/100.

Over the past year MTSI has traded between $84.00 and $245.47 - the current price is +341.1% off the 52-week low and +50.9% from the high.

The BUY technical setup for MTSI (100/100) is worth attention in the context of the broader Technology sector. At $370.50 (near 52-week highs), with 18.31B in capitalization and neutral sentiment at 56/100 The current P/E ratio stands at 113.0., this large-cap name sits at the intersection where momentum strategies and fundamental growth investors both find something to like. Annual range: $84.00–$245.47.

Earnings revision cycles in large-cap Technology names tend to compound: when technicals confirm a BUY thesis (100/100) and news sentiment (56/100, neutral) supports the narrative, analyst upgrades follow price rather than lead it. At $370.50 (near 52-week highs), MTSI's position within the $84.00–$245.47 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

0+ articles
Loading latest news…