Market closed · After hours · 4:06 PM ET
Last update: Nov 11, 2026, 3:51 PM ET
MACOM Technology Solutions Holdings, Inc.
$249.86▲ 10.32% today
After Hours

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

Updated Nov 11, 2026

MACOM Technology Solutions Holdings, Inc. (MTSI) shares climbed 10.3% to $249.86 as of November 11, 2026, a sharp gain from the prior close of $226.48. 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 10.3% to $249.86

MTSI climbed 10.3% in its latest session, moving from $226.48 to $249.86.

Material / EarningsLow confidence
Rel. volume
1.1×
Normal
Vs peers
—
No comparable peers
Market cap
$19.1B
NASDAQ Global Select
Analyst target
$361
+44.6% vs price
Price chart
Nov 11
Not enough price data.
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 balance of recent signals points to a bullish shift. On the constructive side: Material positive event; Strong 10.3% price move. Weighing against that: MACOM Technology Solutions (MTSI) declined 6.60% to $219.95, trading 55 minutes into the session. Wall Street's consensus price target sits at $361.25, implying +44.6% upside from $249.86. Over the past 90 days analysts logged 2 upgrades and 0 downgrades. BestStocks rates the overall signal quality low (52/100). With earnings roughly 85 days out, the next report is the most likely near-term test of the move.

MTSI price reaction

MTSI last traded at $249.86, up $23.38 (+10.32%) from the previous close of $226.48. The session traded on 1.1× average volume (normal), so participation was unremarkable.

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 $361.25, 44.6% above the recent $249.86. Over the past 90 days analysts logged 2 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 $361.25 implies +44.6% upside from $249.86.
  • The Street's most bullish target is $475.00 (+90.1%).
  • 2 analyst upgrades in the past 90 days, most recently Raymond James to Outperform (2026-10-27).
  • Material positive event.
  • Strong 10.3% price move.

The bearish case

  • The most bearish analyst target is $220.00 (-12.0%).
  • MACOM Technology Solutions (MTSI) declined 6.60% to $219.95, trading 55 minutes into the session.
Bull vs bear balanceBullish Shift
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is bullish, 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 Nov 11, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $361+44.6%
↑ 2 upgrades= 5 maintains
Susquehanna maintained Neutral · 2026-11-06
SEC filings watch
No recent filings
Peer context
MTSI+10.3%

Previous notable changes for MTSI

Valuation2026-11-06via marketbeat.com ↗
MACOM reported Q4 2026 revenue of $424.8M (+62.7% YoY) and non-GAAP EPS of $2.09, beating consensus, with record data center revenue of $188.1M (+37% sequentially) driving the beat, per MarketBeat and the earnings report filed today. Management also guided Q1 2027 revenue to $450–$460M and adjusted EPS to $2.21–$2.29, exceeding analyst expectations. Stock rose 7.67% to $204.95 on normal volume (1.25x average at this time).
Valuation2026-11-05via globenewswire.com ↗
MACOM Technology Solutions Holdings (MTSI) fell 17.66% to $191.96 after reporting fiscal Q4 2026 earnings that beat consensus — adjusted EPS of $2.09 vs. $2.00 expected and revenue of $424.8M vs. ~$420.0M — but the stock faced immediate profit-taking and analyst downgrades. Needham cut its price target from $410 to $300, and the selloff reflects valuation pressure following a strong pre-report run and broader semiconductor sector weakness in AI infrastructure stocks.
News2026-11-05
MACOM reported fiscal Q4 and full-year 2026 financial results for period ending October 2, 2026.
MACOM Technology Solutions (MTSI) declined 6.60% to $219.95, trading 55 minutes into the session. Bank Julius Baer & Co. Ltd Zurich sold 14,375 shares, per defenseworld.net, and investors are positioning ahead of Q4 earnings scheduled for 2026-11-05 with a consensus EPS estimate of $2.00 (Zacks). Volume data remains unreliable this early in the session.
Upcoming catalysts & outlook
Next earnings
2027-02-04 (est.)
in 85 days
Thesis shift
Bullish Shift
bullish signal
Risk level
Medium
from change events

Frequently asked questions about MTSI

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

MTSI climbed 10.3% to $249.86. No single company-specific catalyst was confirmed during the move window, and it looks technical.

How much did MTSI stock rise?

MTSI gained 10.32% ($23.38) versus the prior close of $226.48, last trading at $249.86 on 1.1× average volume.

When is MACOM Technology Solutions Holdings, Inc.'s next earnings date?

MTSI's next earnings report is estimated for 2027-02-04 — about 85 days away.

What is the analyst price target for MTSI?

The consensus analyst price target for MTSI is $361.25, about 44.6% above the current $249.86. Over the past 90 days, analysts recorded 2 upgrades, 5 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 November 11, 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 feedsAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.