Stock Track | MACOM Technology Solutions Plummets 5.83% Intraday Despite Q1 Earnings Beat on Valuation Concerns

Stock Track

Feb 05

MACOM Technology Solutions Holdings Inc. (MTSI) saw its stock price plummet 5.83% during intraday trading on Thursday, following the release of its fiscal first quarter 2026 financial results.

The semiconductor supplier reported Q1 revenue of $271.612 million, slightly beating analyst estimates of $269.7 million, and adjusted earnings per share of $1.02, exceeding the $0.98 consensus estimate. Revenue showed a 24.5% year-over-year increase, while gross margin improved to 55.9% from 53.7% in the prior year period. For the second quarter, the company provided revenue guidance of $281 million to $289 million and adjusted EPS guidance of $1.05 to $1.09.

Despite the positive earnings beat, the stock decline appears driven by valuation concerns. According to analyst coverage, the stock recently traded at 47 times next 12-month earnings, a significant increase from a P/E of 36 three months ago. Additionally, Wall Street's median 12-month price target of $208.50 sits approximately 3% below the stock's closing price of $215.03 from the previous trading session, suggesting limited upside potential at current levels.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Trading app for stocks, options & ETFs","description":"Invest in US, ASX, HK, China A-shares, ETFs & options with Tiger Brokers, Australia's trusted stock trading app!","keywords":"tiger brokers,tiger brokers au,tiger brokers australia,tiger trade,tiger trading,australia stock platform,US option,US stocks,stocks and options,australian trading platform,online broker australia,stock trading apps,mobile trading app,desktop trading,chess sponsored brokers,share trading platform","social":{"ogDescription":"Invest in US, ASX, HK, China A-shares, ETFs & options with Tiger Brokers, Australia's trusted stock trading app!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/1140617328"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"AUS","license":"TBAU","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"1140617328\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/1140617328?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-05 22:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1140617328","market":"us","top_or_hot":-1,"title":"Stock Track | MACOM Technology Solutions Plummets 5.83% Intraday Despite Q1 Earnings Beat on Valuation Concerns","media":"Stock Track","content":"<p>MACOM Technology Solutions Holdings Inc. (MTSI) saw its stock price plummet 5.83% during intraday trading on Thursday, following the release of its fiscal first quarter 2026 financial results.</p><p>The semiconductor supplier reported Q1 revenue of $271.612 million, slightly beating analyst estimates of $269.7 million, and adjusted earnings per share of $1.02, exceeding the $0.98 consensus estimate. Revenue showed a 24.5% year-over-year increase, while gross margin improved to 55.9% from 53.7% in the prior year period. For the second quarter, the company provided revenue guidance of $281 million to $289 million and adjusted EPS guidance of $1.05 to $1.09.</p><p>Despite the positive earnings beat, the stock decline appears driven by valuation concerns. According to analyst coverage, the stock recently traded at 47 times next 12-month earnings, a significant increase from a P/E of 36 three months ago. Additionally, Wall Street's median 12-month price target of $208.50 sits approximately 3% below the stock's closing price of $215.03 from the previous trading session, suggesting limited upside potential at current levels.</p>","source":"ai_movement_en","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | MACOM Technology Solutions Plummets 5.83% Intraday Despite Q1 Earnings Beat on Valuation Concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | MACOM Technology Solutions Plummets 5.83% Intraday Despite Q1 Earnings Beat on Valuation Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-02-05 22:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>MACOM Technology Solutions Holdings Inc. (MTSI) saw its stock price plummet 5.83% during intraday trading on Thursday, following the release of its fiscal first quarter 2026 financial results.</p><p>The semiconductor supplier reported Q1 revenue of $271.612 million, slightly beating analyst estimates of $269.7 million, and adjusted earnings per share of $1.02, exceeding the $0.98 consensus estimate. Revenue showed a 24.5% year-over-year increase, while gross margin improved to 55.9% from 53.7% in the prior year period. For the second quarter, the company provided revenue guidance of $281 million to $289 million and adjusted EPS guidance of $1.05 to $1.09.</p><p>Despite the positive earnings beat, the stock decline appears driven by valuation concerns. According to analyst coverage, the stock recently traded at 47 times next 12-month earnings, a significant increase from a P/E of 36 three months ago. Additionally, Wall Street's median 12-month price target of $208.50 sits approximately 3% below the stock's closing price of $215.03 from the previous trading session, suggesting limited upside potential at current levels.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MTSI","symbol_name":"MACOM Technology Solutions Holdings, Inc.","start_time":0,"source_url":"","article_id":"1140617328","we_media_id":"1086803395","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1140617328","pubTimestamp":1770302187,"columns":[],"sourceInfo":{"source_id":"ai_movement_en","name":"Stock Track"},"weMediaInfo":{"media_name":"Stock Track","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"MACOM Technology Solutions Holdings Inc. (MTSI) saw its stock price plummet 5.83% during intraday trading on Thursday, following the release of its fiscal first quarter 2026 financial results.The...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"MTSI":"MACOM Technology Solutions Holdings, Inc."},"translate_title":"个股追踪|MACOM Technology Solutions盘中暴跌5.83%尽管Q1盈利超估值担忧","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MTSI":1},"content_text":"MACOM Technology Solutions Holdings Inc. (MTSI) saw its stock price plummet 5.83% during intraday trading on Thursday, following the release of its fiscal first quarter 2026 financial results.The semiconductor supplier reported Q1 revenue of $271.612 million, slightly beating analyst estimates of $269.7 million, and adjusted earnings per share of $1.02, exceeding the $0.98 consensus estimate. Revenue showed a 24.5% year-over-year increase, while gross margin improved to 55.9% from 53.7% in the prior year period. For the second quarter, the company provided revenue guidance of $281 million to $289 million and adjusted EPS guidance of $1.05 to $1.09.Despite the positive earnings beat, the stock decline appears driven by valuation concerns. According to analyst coverage, the stock recently traded at 47 times next 12-month earnings, a significant increase from a P/E of 36 three months ago. Additionally, Wall Street's median 12-month price target of $208.50 sits approximately 3% below the stock's closing price of $215.03 from the previous trading session, suggesting limited upside potential at current levels.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"movement","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}