$MTSI

Microchip Technology (MCHP) and 13 other analog semiconductor stocks reported Q2 earnings, with revenues beating estimates by 1.8% and next quarter's guidance 4.9% above. MCHP reported $1.48B revenue, up 38% YoY, and its stock is up 2.4%. Monolithic Power Systems (MPWR) had the strongest performance, while Himax (HIMX) had the slowest growth. The sector's stocks are down 2.2% on average since earnings.

BMO Capital Markets initiated coverage of semiconductor and quantum computing sectors, favoring AI-exposed and analog chipmakers. Nvidia (top pick) received an Outperform rating and $340 target, with expected revenue growth of 84% and 50% in FY27 and 2028. Other picks include Broadcom, Micron, AMD, Marvell, Semtech, Analog Devices, Microchip, and Impinj. BMO predicts a memory market supercycle and AI-driven capex growth.

Kober John (Senior VP and CFO) sold 7,389 shares of MACOM Technology Solutions Holdings, Inc. (MTSI) at an average of $326.08 ($320.57–$330.67, $2.41M total) across 8 trades on 2026-08-17 under a Rule 10b5-1 trading plan.

Stocks including MACOM, Seagate, and Entegris fell after the 30-year U.S. Treasury yield hit a 19-year high and oil stayed elevated, as a U.S.-Iran deal window closed without progress, according to CNBC and Deutsche Bank. The higher yields and oil were cited as headwinds for chip valuations. MACOM (MTSI) -9.3%, Seagate (STX) -9.2%, Entegris (ENTG) -8.7%.

MACOM Technology Solutions (MTSI) shares rose about 3% to $326.57 after Benchmark reinstated coverage with a Buy rating and a $375 price target, according to TipRanks. Benchmark said roughly two-thirds of revenue comes from higher-growth end markets. The article also cites Bloomberg reporting Anthropic’s Q2 revenue rose more than 14-fold to over $11.5B.

Simply Wall St discusses MACOM Technology Solutions Holdings (NasdaqGS:MTSI) after it reported Q3 sales of $342.24M and net income of $100.71M, with improved EPS, and shifted to profit over the first nine months. The company also guided Q4 revenue to $415M-$425M, with investors weighing AI data center and telecom demand risks.

Shares of Marvell (MRVL), MACOM (MTSI), Micron (MU), Western Digital (WDC) and Semtech (SMTC) rose after upbeat earnings and AI-related guidance, according to the article. Super Micro Computer and CoreWeave forecasts exceeded expectations, supporting demand for AI infrastructure. The piece cites a 155% YoY jump in South Korea semiconductor exports and notes Semtech is up 88.6% YTD.

MACOM Technology Solutions Holdings (MTSI) reported Q3 FY2026 revenue of $342.2M, up 35.8% year over year, with adjusted gross margin of 59.7% and book-to-bill of 1.6. Data center, industrial and defense, and telecom drove results. Q4 guidance calls for revenue $415M to $425M and adjusted EPS $1.97 to $2.03.

Shares of several AI and semiconductor stocks rose after upbeat earnings and forecasts. Super Micro Computer and CoreWeave reported results and sales guidance above expectations. The article also cites a 155% year-over-year jump in South Korea semiconductor exports. It highlights gains for MRVL, MTSI, MU, WDC, and SMTC, with Semtech up 6.9% to $141.91.

TipRanks reports bullish analyst notes on Palladyne AI Corp (PDYN), PDF Solutions (PDFS), and MACOM Technology Solutions Holdings (MTSI). Northland reiterated Buy on PDYN at $15 vs $5.98 close, with other targets averaging $12. PDFS got Buy at $58 vs $49.53, with consensus $61. MTSI received Buy at $450 vs $312.67, with consensus $407.92.