Macom expects Q1 FY27 revenue of $450M-$460M and targets data center growth above 74% (NASDAQ:MTSI)

Needham reduced its price target for MACOM Technology Solutions (MTSI) to $300 from $410, maintaining a Buy rating. The stock fell 7.6% in the past week but gained 56% over the past year. MACOM reported better-than-expected results and raised guidance for fiscal 2027, expecting 80% Data Center revenue growth. Analysts have mixed views, with some lowering targets and others upgrading ratings.

Susquehanna cut its price target for MACOM Technology (MTSI) to $220 from $300, citing AI industry headwinds, while maintaining a Neutral rating. The stock has fallen 7.6% in the past week. MACOM's December guidance exceeded expectations, with data center revenue growth of 80% YoY. Susquehanna raised its fiscal 2027 EPS estimate to $9.75. Other analysts upgraded MTSI, with targets up to $335, citing growth prospects.

MACOM (MTSI) reported Q4 EPS of $2.09, beating estimates by $0.09, with revenue at $424.8M, surpassing expectations. The company forecasted FY 2027 EPS of $2.21-$2.29 and revenue of $450M-$460M, both above analyst consensus. The stock is down 25% over 3 months but up 39.67% year-over-year, with 14 positive EPS revisions in 90 days.

MACOM reported Q3 revenue of $424.8M, beating estimates by 1% and growing 62.7% YoY. Adjusted EPS was $2.09, a 4.5% beat. Q4 guidance exceeds estimates with midpoint revenue of $455M and EPS of $2.25. Operating and free cash flow margins improved significantly.

M/A-Com Technology Solutions (MTSI) reported fiscal Q4 profit of $139.4M, or $1.78 per share, exceeding analyst expectations. Revenue was $424.8M, also beating forecasts. The company expects Q1 earnings of $2.21-$2.29 per share and revenue of $450M-$460M.

MACOM reported Q4 2026 revenue of $424.8M, up 63% YoY, and adjusted EPS of $2.09. For Q1 2027, the company expects revenue of $450M-$460M and adjusted EPS of $2.21-$2.29. CEO Stephen G. Daly highlighted strong fiscal 2026 performance and anticipated continued growth.