$MTSI

Simply Wall St reports MACOM Technology Solutions Holdings (MTSI) posted record fiscal Q3 2026 results, with sales of $342.24 million and net income of $100.71 million, and issued fiscal Q4 2026 revenue guidance of $415 million to $425 million. The article links the outlook to data center and connectivity demand and discusses related execution and cyclicality risks.

MACOM Technology Solutions Holdings (MTSI) reported Q3 FY2026 adjusted EPS of $1.40, 4.5% above the Zacks Consensus, with bottom-line growth of 55.6% y/y. Revenue rose to $342.2 million, 2.1% above estimate. The company posted a 1.6 book-to-bill and guided Q4 revenue $415–$425 million and adjusted EPS $1.97–$2.03.

MACOM Technology Solutions (NASDAQ: MTSI) reported Q2 CY2026 revenue of $342.2 million, up 35.8% year on year and 1.9% above estimates. It guided next-quarter revenue to $420 million at the midpoint, 14.8% above analyst expectations. Non-GAAP EPS was $1.40, 3.8% above consensus. Shares rose 3.7% to $273.18 after the release.

MACOM Technology Solutions (MTSI) shares rose about 7.6% in pre-open after the company reported fiscal Q3 2026 results. Adjusted EPS was $1.40 versus about $1.35 expected, with adjusted gross margin at 59.7% versus 58.5% prior quarter. Revenue consensus was ~$335M. The move was largely company-specific as major indexes were flat.

MACOM Technology Solutions Holdings, Inc. (MTSI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ex99_1earningsreleaseq3fy26.htm EX-99.1 Document MACOM Reports Fiscal Third Quarter 2026 Financial Results LOWELL, MA, August 6, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its

MACOM Technology Solutions (NASDAQ: MTSI) is set to report Q2 earnings Thursday before market open. The article cites last quarter revenue of $289M, up 22.5% YoY, and notes guidance and operating income beats. For Q2, analysts expect revenue up 33.2% YoY. It also mentions peers’ results and MTSI’s analyst price target of $400.92 vs $273.30.

The U.S. government announced 10% to 12.5% Section 301 tariffs on 60 trading partners over forced-labor concerns, including the EU, Japan, South Korea, and Taiwan, raising costs for semiconductor supply chains. Shares of Lattice (LSCC), Allegro (ALGM), Monolithic Power (MPWR), Marvell (MRVL), and MACOM (MTSI) fell 3% to 5.3% in the morning session.

KraneShares launched the KraneShares Photonic and Optical ETF (LUMA) on NYSE Arca, targeting photonics and optical technology firms. The fund charges a 0.99% management fee, with a 0.35% waiver to bring net costs to about 0.64%. LUMA closed at $22.04 on July 16, 2026, after falling about 7% in its first two sessions.

Stocks including MACOM, Lattice Semiconductor, and Amtech rose after cooler June core CPI and IBM’s warning that clients shifted enterprise budgets to servers, storage, and memory for AI supply. The article cites Intel’s €5bn Ireland investment and Tower’s Japan capacity expansion, and notes Lattice is up 70.1% YTD.

The article highlights AI data-center chip and connectivity stocks, citing YTD gains for MRVL (+187%) and ALAB (+151%). It reports Marvell Q1 FY2027 revenue $2.418B and Arm Q4 FY2026 revenue $1.49B with data-center royalties up. It also cites Cerebras’ $20B OpenAI inference deal and $1B loan, plus MACOM Q2 FY2026 revenue $288.95M.