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

Stock Track02-05

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.

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