MACOM Technology Solutions Holdings, Inc. (MTSI) stock is soaring 5.35% in pre-market trading following the release of its fiscal fourth quarter 2025 results, which exceeded analyst expectations. The semiconductor company reported strong financial performance and provided an optimistic outlook for the upcoming quarter.
For the fourth quarter, MACOM reported revenue of $261.17 million, surpassing the analyst consensus estimate of $260.1 million. This represents a significant 30.1% increase from the same quarter last year. The company's adjusted earnings per share (EPS) came in at $0.94, beating the analyst expectations of $0.93. Net income for the quarter reached $45.12 million, or $0.59 per diluted share, compared to $29.4 million, or $0.39 per diluted share, in the previous year's fourth quarter.
Adding to the positive sentiment, MACOM provided an upbeat forecast for its fiscal first quarter of 2026. The company expects revenue between $265 million and $273 million, with adjusted EPS projected to be in the range of $0.98 to $1.02. Both projections are above current analyst estimates. Additionally, MACOM anticipates an adjusted gross margin between 56.5% and 58.5% for the upcoming quarter, indicating continued operational efficiency.