MACOM Technology Solutions Holdings, Inc MTSI

Zacks Investment Research 6 nov

MACOM Technology Solutions (MTSI) reported Q4 fiscal 2026 adjusted earnings of $2.09 per share, beating estimates by 4.5%, with revenues of $424.8 million up 62.7% year-over-year. Data center revenues hit a record $188.1 million, up 37% sequentially, driven by high-speed optical demand. The company targets 80% data center revenue growth and operating margins exceeding 40% in fiscal 2027, with strong guidance for Q1 fiscal 2027 revenues between $450-460 million.

Zacks Investment Research 6 nov

MACOM Technology Solutions (MTSI) reported fourth-quarter fiscal 2026 results exceeding expectations, with revenues of $424.8M and adjusted EPS of $2.09. The company projects fiscal 2027 data center revenue growth of approximately 80%, exceeding the 74% achieved in FY2026. Management guided Q1 FY2027 revenues of $450M-$460M with adjusted EPS of $2.21-$2.29 and gross margins of 62-63%. MTSI targets operating margins above 40% in FY27, supported by record backlog, manufacturing expansion, and optical technology development.

Zacks Investment Research 3 nov

MACOM Technology Solutions (MTSI) is projected to report Q4 fiscal 2026 earnings of $2.00 per share, up 112.8% year-over-year, with revenues expected to jump 60.9% to $420.2 million. Strong growth is anticipated from the data center segment (35% sequential growth) and Industrial & Defense business, while gross margins are expected to improve to 60-61%. However, the stock has a 0.00% Earnings ESP, which does not conclusively predict an earnings beat.

Zacks Investment Research 27 oct

NXP Semiconductors reported Q3 2026 earnings of $4.2 per share, beating consensus estimates of $4.14, with revenues of $3.79 billion exceeding expectations by 0.41%. The company has consistently outperformed estimates over the last four quarters. With a Zacks Rank #2 (Buy) rating and the semiconductor industry ranking in the top 9% of industries, NXP shares are expected to outperform the market in the near term.

Zacks Investment Research 22 oct

MaxLinear reported Q3 2026 earnings of $0.62 per share, beating consensus estimates of $0.56, with revenues of $218.06 million exceeding expectations by 1.42%. The stock has surged 334.8% year-to-date, significantly outperforming the S&P 500's 13.3% gain. However, the company received a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the market. The semiconductor-analog industry ranks in the top 7% of Zacks industries.