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MACOM Q4 Revenue Rises 63% to $424.8 Million; Adjusted EPS Hits $2.09

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.

Original reporting
tradingview.com
Published Nov 5, 2026, 12:43 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 5, 2026, 12:49 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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MACOM Q4 Revenue Rises 63% to $424.8 Million; Adjusted EPS Hits $2.09 — source image
Source · tradingview.com
Decision brief

The 30-second read

$MTSIBullishMed
01

Why it matters

The earnings beat and raised guidance suggest a bullish catalyst for the stock, with upside potential in the near term.

02

Market read

First‑report earnings with strong growth and raised guidance provide actionable insight for traders.

03

What to watch

Potential supply‑chain constraints or macro‑economic slowdown could temper growth despite strong Q4 numbers.

Relevance 8/10Novelty 8/10Timing: post‑market today

Background

MACOM Technology Solutions Holdings, Inc. (MTSI) filed an 8‑K reporting its fiscal Q4 2026 results and FY guidance.

Company-level read

Ticker impact

$MTSIBullishHigh confidence
Context

MACOM reported Q4 2026 revenue up 63% YoY and raised FY guidance, indicating strong earnings momentum.

Expected impact

likely upward pressure as investors price in higher revenue growth and raised EPS guidance

Evidence & confidence

Revenue and EPS both surged year‑over‑year; guidance for Q1 2027 is above prior expectations, supporting a bullish outlook.

Market effects

Sector

Highlights strength in RF and microwave semiconductor segment, may benefit peers in industrial and defense markets.

Regional

Positive for U.S. semiconductor exposure; modest impact on European/Asian facilities.

Global

Reinforces demand trends for high‑frequency components in data‑center and telecom infrastructure.

Counterpoint

What could challenge this read

If guidance falls short of market expectations later, the stock could face a correction.

Key entities

  • company
    MACOM Technology Solutions Holdings, Inc.

    Semiconductor manufacturer reporting Q4 results and FY guidance.

  • executive
    Stephen G. Daly

    CEO who commented on the strong fiscal year and outlook.

Read at source← All news

StoryMACOM posts $335 M profit for FY 2026 and raises FY 2027 guidance

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3 outlets

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