Why MACOM Technology Solutions Holdings, Inc. (MTSI) stock moved
Updated Aug 19, 2026
MACOM Technology Solutions Holdings, Inc. (MTSI) shares tumbled 10.6% to $292.88 as of August 19, 2026, a sharp decline from the prior close of $327.53. BestStocks flagged the session as a major change for MTSI. The move is tied to price move down. Below, we break down what changed for MTSI, why it matters for investors, how the stock reacted, and the catalysts on the calendar.
What happened
MTSI fell 10.6% to $292.88
MTSI tumbled 10.6% in its latest session, moving from $327.53 to $292.88.
Material / EarningsMedium confidence
Rel. volume
1.5×
Above Avg
Vs peers
—
No comparable peers
Market cap
$22.3B
NASDAQ Global Select
Analyst target
$411
+40.2% vs price
Price chart
Jul 20 – Aug 19
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details
What it means for MACOM Technology Solutions Holdings, Inc. investors
For MACOM Technology Solutions Holdings, Inc. investors, the recent signals add up to a strong bearish shift. On the constructive side: MACOM Technology Solutions Holdings, Inc. (MTSI) moved +3.12% from $274.08 to $282.62 on 2026-07-22; MACOM Technology Solutions Holdings, Inc. (MTSI) moved +4.90% from $269.80 to $283.03 on 2026-07-21. Weighing against that: Material negative event; Sharp 10.6% decline — elevated risk. Wall Street's consensus price target sits at $410.71, implying +40.2% upside from $292.88. BestStocks rates the overall signal quality medium (63/100). With earnings roughly 78 days out, the next report is the most likely near-term test of the move.
MTSI price reaction
MTSI last traded at $292.88, down $34.66 (-10.58%) from the previous close of $327.53. The session traded on 1.5× average volume (above avg), so the move carried above-average conviction. Over the past month the stock has ranged between $228.71 and $327.53, and it currently sits about 65% of the way up that band.
Bullish and bearish analyst opinions on MACOM Technology Solutions Holdings, Inc. (MTSI)
The consensus analyst price target on MACOM Technology Solutions Holdings, Inc. (MTSI) is $410.71, 40.2% above the recent $292.88. Over the past 90 days analysts logged 0 upgrades, 5 maintains, and 0 downgrades. Here is how the bullish and bearish cases on MTSI line up.
▲ The bullish case
+Wall Street's consensus price target of $410.71 implies +40.2% upside from $292.88.
+The Street's most bullish target is $475.00 (+62.2%).
+MACOM Technology Solutions Holdings, Inc. (MTSI) moved +3.12% from $274.08 to $282.62 on 2026-07-22.
▼ The bearish case
−Material negative event.
−Sharp 10.6% decline — elevated risk.
−MACOM Technology Solutions Holdings, Inc. (MTSI) moved -5.64% from $314.78 to $297.03 on 2026-08-10.
Bull vs bear balanceStrong Bearish Shift
BearishNeutralBullish
Weighing both sides, BestStocks' composite read of recent signals is strongly bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.
Analyst price targets and ratings are FMP consensus figures as of Aug 19, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
Analyst expectations
Consensus target: $411+40.2%
= 5 maintains
Evercore ISI Group maintained Outperform · 2026-08-07
MTSI rose 4.44% to $330.49, driven by sustained positive momentum from its fiscal Q3 earnings beat in early August—which posted $342.2 million in revenue, gross profit up 35.8% year-over-year, and operating income up 75.1%—combined with analyst upgrades (Evercore ISI and others) citing strong demand for MACOM's optical networking components in AI data center buildouts. Volume of 512,121 shares traded 270 minutes into the session remains below the 0.50x time-adjusted ratio, reflecting modest participation so far.
Material / Earnings2026-08-14+3.1%
MACOM Technology Solutions Holdings, Inc. (MTSI) moved +2.27% from $309.41 to $316.44 on 2026-08-14, reaching a new 30-day high. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found.
Risk2026-08-10-4.4%
MACOM Technology Solutions Holdings, Inc. (MTSI) moved -5.64% from $314.78 to $297.03 on 2026-08-10. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume remained near its 5-day average, suggesting the move was not driven by unusual trading activity.
MACOM Technology Solutions Holdings, Inc. moved +10.61% intraday from $263.46 to $291.41. MACOM Technology Solutions (MTSI ) stock is up on August 6, 2026, following the release of its fiscal third-quarter financial results and an optimistic forward outlook. Investors reacted positively to strong revenue growth, a beat on Wall Street profit estimates, and robust guidance for the upcoming quarter driven by high demand for data center and optical networking components.Key Drivers - Strong Q3 Results: The company posted solid quarterly revenue and adjusted earnings per share that topped analyst expectations. - Optimistic Guidance: Management issued upbeat revenue projections for the next quarter, signaling continued momentum. - AI & Data Center Demand: Ongoing enthusiasm for semiconductor and optical networking players tied to artificial intelligence infrastructure continues to support positive market sentiment. Would you like the specific earnings numbers (revenue and EPS figures) or details on their full-year guidance?
Filings2026-08-06+14.5%
MACOM Technology Solutions Holdings, Inc. (MTSI) filed a new 8-K on August 6, 2026. The audit confirmed the filing but did not disclose the specific content or reason for the report.
Material / Earnings2026-08-06+14.5%
MACOM Technology Solutions Holdings, Inc. (MTSI) reported EPS of $1.40 vs. $1.35 consensus estimate, beating by 3.7% for Q3 FY2026 on 2026-08-06.
Material / Earnings2026-08-03+1.9%
MACOM Technology Solutions Holdings, Inc. (MTSI) moved +6.19% from $241.18 to $256.10 on 2026-08-03. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was near its 5-day average, suggesting the move occurred on typical trading activity.
Material / Earnings2026-07-31+1.1%
MACOM Technology Solutions Holdings, Inc. (MTSI) moved -3.49% from $260.54 to $251.44 on 2026-07-31. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was near its 5-day average, suggesting the move was not driven by unusual trading activity.
In-depth MTSI event analyses
Permanent, dated analyses of MTSI's most significant sessions.
Why did MACOM Technology Solutions Holdings, Inc. (MTSI) stock move?
MTSI tumbled 10.6% to $292.88. No single company-specific catalyst was confirmed during the move window, and it looks technical.
How much did MTSI stock fall?
MTSI lost 10.58% ($34.66) versus the prior close of $327.53, last trading at $292.88 on 1.5× average volume.
When is MACOM Technology Solutions Holdings, Inc.'s next earnings date?
MTSI's next earnings report is estimated for 2026-11-05 — about 78 days away.
What is the analyst price target for MTSI?
The consensus analyst price target for MTSI is $410.71, about 40.2% above the current $292.88. Over the past 90 days, analysts recorded 0 upgrades, 5 maintains, and 0 downgrades.
How BestStocks tracks MTSI
This page is generated automatically by BestStocks' change-detection system after price move down was detected and verified against independent data sources. It draws on 20 tracked change events for MTSI, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of August 19, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.
