Stock AnalizMACOM Technology Solutions (MTSI) earnings for the quarter ended September 2026: EPS beats estimates
MACOM Technology Solutions reported results for the quarter ended September 2026 on November 5, 2026. Adjusted earnings per share came in at $2.09 against the analysts’ average forecast of $2.00, a beat of 4.5%.
Revenue for the quarter was $425 million, up 62.7% from $261 million in the same quarter a year earlier.
The market’s verdict: the stock fell 9.5% on the first trading day after the report.
The last four quarters
MACOM Technology Solutions has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $2.09 | $2.00 | +4.5% | +63% | −9.5% |
| Jun 2026 | $1.40 | $1.35 | +3.9% | +36% | +18.0% |
| Mar 2026 | $1.09 | $1.07 | +1.6% | +22% | +16.2% |
| Dec 2025 | $1.02 | $1.00 | +2.2% | +25% | +9.7% |
What comes next
Analysts expect EPS of $2.25 for the next quarter on average and $9.80 for the fiscal year ending September 30, 2027.
The average analyst price target is $327.00, 41% above the current price of $232.06.
Valuation and score
MACOM Technology Solutions scores 2.8 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 53.8, and its intrinsic value under moderate assumptions is about 11% below the current market value. Full MACOM Technology Solutions analysis with 10 years of financials
Frequently asked questions
What was MACOM Technology Solutions’s EPS for the quarter ended September 2026?
$2.09 adjusted per share, against an analyst consensus of $2.00.
How much revenue did MACOM Technology Solutions report?
$425 million, up 62.7% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.