Market closed · After hours · 5:26 PM ET
Last update: Oct 1, 2026, 5:17 PM ET
MACOM Technology Solutions Holdings, Inc.
$301.63▲ 5.90% today
After Hours

Why MACOM Technology Solutions Holdings, Inc. (MTSI) stock moved

Updated Oct 1, 2026

MACOM Technology Solutions Holdings, Inc. (MTSI) shares climbed 5.9% to $301.63 as of October 1, 2026, a significant gain from the prior close of $284.82. BestStocks flagged the session as a major change for MTSI. The move is tied to price move up. 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 climbed 5.9% to $301.63

MACOM Technology Solutions Holdings, Inc. (MTSI) moved +5.10% from $287.00 to $301.63 on 2026-10-01, reaching a new 30-day high. The move followed a broader semiconductor sector rally triggered by Barclays upgrading KLA Corporation (KLAC) to overweight with a raised price target, which boosted investor confidence across chip and equipment suppliers. MTSI's participation in European Microwave Week (October 6–8 in London) and Q3 earnings results on 2026-11-05 will test whether the sector rally translates into improved demand or guidance for MACOM.

This summary describes the catalyst and move as first detected on Oct 1, 2026, 4:40 PM EDT; the stock has continued trading since, so the current price and percentage move (shown above) may be larger or smaller than the figures here.
Material / EarningsLow confidence
Rel. volume
0.8×
Below Avg
Vs peers
—
No comparable peers
Market cap
$23.0B
NASDAQ Global Select
Analyst target
$401
+33.0% vs price
Price chart
Aug 31 – Oct 1
ENEEVEE$239$271$302Aug 31Sep 9Sep 16Sep 24Oct 1
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 are mixed, leaving the near-term picture neutral / mixed. On the constructive side: Material positive event; Strong 5.9% price move on light volume. Weighing against that: MACOM Technology Solutions Holdings, Inc. (MTSI) moved -5.64% from $314.78 to $297.03 on 2026-08-10; MACOM Technology Solutions Holdings, Inc. (MTSI) moved -5.98% from $293.02 to $275.49 on 2026-07-16. Wall Street's consensus price target sits at $401.25, implying +33.0% upside from $301.63. Over the past 90 days analysts logged 1 upgrade and 0 downgrades. BestStocks rates the overall signal quality low (56/100). With earnings roughly 35 days out, the next report is the most likely near-term test of the move.

MTSI price reaction

MTSI last traded at $301.63, up $16.81 (+5.90%) from the previous close of $284.82. The session traded on 0.8× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $239.62 and $301.63, and it currently sits about 100% of the way up that band.

Bullish and bearish analyst opinions on MACOM Technology Solutions Holdings, Inc. (MTSI)

Latest catalyststrengthens the bull case
The latest catalyst — a materially positive development — it strengthens the bull case and confirms the prevailing bullish analyst lean.

The consensus analyst price target on MACOM Technology Solutions Holdings, Inc. (MTSI) is $401.25, 33.0% above the recent $301.63. Over the past 90 days analysts logged 1 upgrade, 3 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 $401.25 implies +33.0% upside from $301.63.
  • The Street's most bullish target is $475.00 (+57.5%).
  • 1 analyst upgrade in the past 90 days, most recently BMO Capital to Outperform (2026-09-18).
  • Material positive event.
  • Strong 5.9% price move on light volume.

The bearish case

  • The most bearish analyst target is $300.00 (-0.5%).
  • MACOM Technology Solutions Holdings, Inc. (MTSI) moved -5.64% from $314.78 to $297.03 on 2026-08-10.
Bull vs bear balanceNeutral / Mixed
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is roughly balanced, 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 Oct 1, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $401+33.0%
↑ 1 upgrades= 3 maintains
BMO Capital upgraded to Outperform · 2026-09-18
SEC filings watch
10-Q2026-08-06
Quarterly financial results
medium
8-K2026-08-06
Material event — review for impact
high
Peer context
MTSI+5.9%

Previous notable changes for MTSI

News2026-09-29+2.0%
MACOM will exhibit RF and microwave semiconductor products at European Microwave Week October 6-8 in London.
Material / Earnings2026-09-28-2.5%
MTSI moved -2.51% from its $285.74 open to a $278.56 close on 2026-09-28.
Material / Earnings2026-09-24+3.3%
MTSI moved +6.70% from its $267.04 open to a $284.94 close on 2026-09-24.
Material / Earnings2026-09-22+0.2%
MTSI moved -100.00% from its $276.30 open to a $279.69 close on 2026-09-22.
Upcoming catalysts & outlook
Next earnings
2026-11-05 (est.)
in 35 days
Thesis shift
Neutral / Mixed
bullish signal
Risk level
High
from change events

Frequently asked questions about MTSI

Why did MACOM Technology Solutions Holdings, Inc. (MTSI) stock move?

MTSI climbed 5.9% to $301.63. The move is associated with price move up.

How much did MTSI stock rise?

MTSI gained 5.90% ($16.81) versus the prior close of $284.82, last trading at $301.63 on 0.8× 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 35 days away.

What is the analyst price target for MTSI?

The consensus analyst price target for MTSI is $401.25, about 33.0% above the current $301.63. Over the past 90 days, analysts recorded 1 upgrade, 3 maintains, and 0 downgrades.

How BestStocks tracks MTSI

This page is generated automatically by BestStocks' change-detection system after price move up 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 October 1, 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.

Data sources
FMP real-time & historical price dataCompany news feedsSEC EDGAR filingsFMP earnings & estimatesAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.