MACOM Reports Fiscal First Quarter 2026 Financial Results LOWELL, MA, February 5, 2026 – MACOM Technology Solutions Holdings, Inc. ("MACOM") (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal first quarter ended January 2, 2026. First Quarter Fiscal Year 2026 GAAP Results First Quarter Fiscal Year 2026 Adjusted Non-GAAP Results Management Commentary "We delivered a solid start to fiscal year 2026," said Stephen G. Daly, President and Chief Exec ...

LOWELL, Mass., Feb. 05, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal first quarter ended January 2, 2026. First Quarter Fiscal Year 2026 GAAP Results Revenue was $271.6 million, an increase of 24.5%, compared to $218.1 million in the previous year fiscal first quarter and an increase of 4.0% compared to $261.2 million in the prior fiscal quarter;Gross margin was ...

Wall Street analysts forecast that M/A-Com (MTSI) will report quarterly earnings of $0.99 per share in its upcoming release, pointing to a year-over-year increase of 25.3%. It is anticipated that revenues will amount to $268.91 million, exhibiting an increase of 23.3% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timef ...

Key Takeaways Global semiconductor sales surged 29.8% Y/Y to $75.3B in November 2025, per SIA. MCHP, MPWR and MTSI are all set to post quarterly results on Feb. 5 amid strong semiconductor demand.AI, cloud, EV demand and inventory normalization likely fueled industry momentum.Semiconductor companies are likely to have witnessed strong performance in the December-end quarter, driven by solid demand. The industry is continuing its dream run, which is evident from growing semiconductor sales. Citing data compi ...

Core Insights - The article highlights the growing importance of connectivity and networking solutions in the AI infrastructure, emphasizing companies like Credo Technology Group that provide essential products for high-speed data transmission [1][4][5]. Company Overview: Credo Technology Group - Credo specializes in networking and connectivity solutions that are critical for data infrastructure, enabling AI capabilities [1]. - The company offers products such as AECs, PCIe retimers, ethernet retimers, and optical solutions, which facilitate high-capacity connections essential for AI operations [6][7]. - Credo reported a significant 272% year-over-year revenue increase in its latest quarterly results, reaching $268 million, surpassing forecasts by $33 million [8]. Market Position and Competitive Landscape - Credo has maintained a strong market presence, holding nearly 90% market share in AEC technology until 2024, with expectations of a decline to 70-75% due to emerging competition from companies like Marvell and Astera [9]. - Despite competition, Credo is viewed as a leader in technology, reliability, and customer engagement within the AEC sector [9]. Future Outlook - Analysts project that if Credo can maintain a 50% market share through 2030, AEC sales could increase to approximately $3.5 billion from around $900 million by 2025, indicating substantial growth potential [9][10]. - The overall market for AI connectivity is expected to reach around $60 billion, with Credo potentially capturing 8-10% of this market [10]. Company Overview: MACOM Technology Solutions - MACOM, based in Lowell, Massachusetts, operates in the high-end networking field with a market cap of $16.4 billion [11]. - The company reported a revenue of $261.2 million in its last quarter, reflecting a 30% year-over-year growth [13]. Market Position and Competitive Landscape - MACOM is benefiting from the transition to higher data rates, with demand for 200G/lane components expected to increase significantly [14]. - The company has a strong backlog and visibility for future demand, indicating a robust growth trajectory [14]. Future Outlook - Analysts have rated MACOM as a Buy, with a price target of $260, suggesting a potential 12-month gain of 19% [14][15]. - The stock has seen substantial gains, up 79% over the past year, but is currently trading above the average price target, indicating potential for future adjustments [15].

Core Insights - MACOM Technology Solutions Holdings, Inc. has announced the promotions of two senior leaders to the Senior Vice President level, aimed at strengthening its management team and enhancing strategic corporate initiatives for growth and customer service [1] Group 1: Promotions and Leadership - Stephen Ferranti has been promoted to Senior Vice President of Corporate Development and Investor Relations, bringing extensive experience in corporate development, marketing, and investor relations since joining MACOM in 2016 [2] - Dr. Gregg Jessen has been promoted to Senior Vice President of Advanced GaN Technology, with a strong background in R&D leadership in microelectronics and significant contributions to RF GaN technology since joining MACOM in 2022 [3] Group 2: Company Overview - MACOM designs and manufactures semiconductor products for various applications, including telecommunications, industrial, defense, and data centers, with headquarters in Lowell, Massachusetts [4]

Core Viewpoint - MACOM Technology Solutions Holdings, Inc. is set to announce its financial results for the first quarter ending January 2, 2026, on February 5, 2026, before market opening [1]. Group 1: Financial Results Announcement - The financial results will be released before market open on February 5, 2026 [1]. - A conference call will be held at 8:30 a.m. Eastern Time on the same day, hosted by the President and CEO, Stephen G. Daly, and the Senior Vice President and CFO, John F. Kober [1]. Group 2: Investor Relations - Interested parties can register for a user-specific access code for the live call or access the live webcast through MACOM's Investor Relations Website [2]. - A replay of the call will be available within 24 hours and will remain accessible for approximately 90 days [2]. Group 3: Company Overview - MACOM designs and manufactures semiconductor products for telecommunications, industrial, defense, and data center applications [3]. - The company is headquartered in Lowell, Massachusetts, with design centers and sales offices across North America, Europe, and Asia [3]. - MACOM is certified to the ISO9001 international quality standard and ISO14001 environmental management standard [3].

Group 1 - Bank of America raised the price target on Macom (MTSI) to $260 from $220 while maintaining a Buy rating on the shares [1] - The firm increased price targets for most of its diversified analog semiconductor stock coverage, anticipating modest calendar Q4 beats and Q1 raises across the board [1] - The expected growth is driven by ongoing rebounds across most subsegments, favorable pricing, and robust growth in strategic AI businesses [1]

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Group 1 - M/A-Com (MTSI) shares increased by 13% to $197.55 in the last trading session, contrasting with a 1.4% loss over the past four weeks [1] - The stock's rise is driven by optimism surrounding AI-driven data center upgrades, increased defense demand for advanced radar/EW systems, and strong growth prospects in data center, defense, and space markets [2] - M/A-Com is expected to report quarterly earnings of $0.99 per share, reflecting a year-over-year increase of 25.3%, with revenues projected at $268.91 million, up 23.3% from the previous year [3] Group 2 - The consensus EPS estimate for M/A-Com has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [4] - M/A-Com holds a Zacks Rank of 2 (Buy), while Monolithic Power (MPWR), another company in the same industry, has a Zacks Rank of 3 (Hold) [4] - Monolithic Power's consensus EPS estimate is $4.73, representing a year-over-year change of 15.7% [5]