TOP TIERMARKET NEWSWIRE
Movers explained · August 10, 2026

Why Is MACOM TECHNOLOGY SOL (MTSI) Stock Moving Today?

By the Top Tier Newswire AI Desk · August 6, 2026 at 10:35 AM ET · reviewed against 1 wire stories

MACOM TECHNOLOGY SOL (MTSI) is drawing unusual attention today. Our newswire has captured 1 story on MTSI across 1 source in the last 36 hours, with AI sentiment reading bullish (avg 73/100).

Public view, delayed 4h. Every headline, price and sentiment read below — and this write-up itself — reaches Pro subscribers live. Public readers see it once it clears the delay.

MTSI stock is up 14.26% at $301.03 as of the latest trade, driven by the company's strong Q3 FY2026 earnings report and optimistic guidance. The stock opened with a 2.9% gap up and surged further during the session, reaching a high of $301.52. The move reflects expanding margins and revenue growth that exceeded estimates.

What Happened

MACOM Technology Solutions (MTSI) reported fiscal Q3 2026 results that beat expectations, with adjusted earnings per share of $1.40 and revenue of $342.237 million. The company also raised its Q4 guidance, projecting adjusted EPS of $1.97 to $2.03 and revenue of $415 million to $425 million, both above estimates. These results highlight the company's strong performance and growing profitability. The SEC 8-K filing on August 6 confirmed the results and included updated financial statements. The market responded with a sharp rally, with the stock climbing from an open of $271.00 to a high near $301.52.

What The Data Shows

The stock’s intraday trajectory shows a volatile session, with a low of $261.95 shortly after the open before a strong rebound. Trading volume of 0.5 million shares is 0.3 times the 3-month daily average, indicating moderate participation. The stock is currently trading within its 52-week range of $118.16 to $418.90, with a market cap of $20.9 billion and a P/E ratio of 112.9. Revenue growth of 27% trailing twelve months and a net margin of 16.5% support the earnings momentum. Over the last eight sessions, the stock had moved minimally, from $263.08 to $263.46, before today’s sharp reversal.

What To Watch

With the Q3 results and Q4 guidance already released, the next key event for MTSI will be the Q4 earnings report. Investors should monitor coverage breadth for any shifts in analyst sentiment following today’s move.

AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.

MTSI by the numbers

7 sessions: +23.47%Coverage: 1 stories / 1 sourcesAI sentiment: 73/100 (bullish)Mkt cap: $20.9BP/E: 112.952w: $118.16 to $418.90
MTSI · Aug 6 session (5-min) · +14.96% vs prior close · updated 8:44 PM ET
$261$284$306prev close $263.46$302.887:00 AM10:02 AM1:05 PM4:07 PM7:10 PM7:00 AM · $270.007:05 AM · $267.507:10 AM · $267.007:15 AM · $264.577:20 AM · $268.007:25 AM · $268.007:30 AM · $283.977:35 AM · $286.007:40 AM · $282.997:45 AM · $285.007:50 AM · $284.007:55 AM · $286.448:00 AM · $280.568:05 AM · $278.008:10 AM · $275.308:25 AM · $275.408:30 AM · $275.008:35 AM · $274.768:40 AM · $274.618:50 AM · $271.018:55 AM · $269.839:00 AM · $267.009:10 AM · $264.169:15 AM · $265.009:20 AM · $264.509:25 AM · $271.349:30 AM · $275.359:35 AM · $280.679:40 AM · $286.339:45 AM · $287.079:50 AM · $286.609:55 AM · $290.5810:00 AM · $290.7010:05 AM · $294.4810:10 AM · $297.0710:15 AM · $296.5510:20 AM · $298.2610:25 AM · $298.6210:30 AM · $301.3810:35 AM · $297.7110:40 AM · $296.9910:45 AM · $292.4010:50 AM · $291.7810:55 AM · $292.6911:00 AM · $292.1511:05 AM · $293.6211:10 AM · $293.3511:15 AM · $293.0611:20 AM · $292.3511:25 AM · $293.6011:30 AM · $291.6211:35 AM · $292.5111:40 AM · $291.5211:45 AM · $292.0011:50 AM · $291.1711:55 AM · $290.8012:00 PM · $289.4712:05 PM · $291.0412:10 PM · $289.4112:15 PM · $289.4012:20 PM · $289.0812:25 PM · $287.7212:30 PM · $287.5212:35 PM · $289.5812:40 PM · $289.4312:45 PM · $289.8712:50 PM · $289.8012:55 PM · $291.001:00 PM · $290.931:05 PM · $291.101:10 PM · $290.751:15 PM · $291.681:20 PM · $290.811:25 PM · $291.031:30 PM · $290.831:35 PM · $292.621:40 PM · $291.991:45 PM · $293.461:50 PM · $294.791:55 PM · $294.372:00 PM · $295.742:05 PM · $294.432:10 PM · $296.502:15 PM · $297.892:20 PM · $300.202:25 PM · $300.522:30 PM · $299.412:35 PM · $300.242:40 PM · $299.942:45 PM · $299.462:50 PM · $300.002:55 PM · $300.633:00 PM · $300.903:05 PM · $300.253:10 PM · $299.573:15 PM · $300.463:20 PM · $300.183:25 PM · $300.573:30 PM · $301.393:35 PM · $302.033:40 PM · $301.073:45 PM · $302.803:50 PM · $304.043:55 PM · $301.404:00 PM · $301.645:20 PM · $301.507:10 PM · $302.88
AI sentiment, last 36h · averaged over 1 story · 73/100 bullish
AI sentiment 73/100 (bullish)0 · bearish50bullish · 100

The headlines behind the move

Story flow · 1 story on the wire, last 36h · hover or tap a dot for the headline
36h ago24h ago12h agonowSeeking Alpha · sentiment 73 · MACOM Technology Solutions: Why I Loaded Up This PullbackSeeking Alpha · 73MACOM Technology Solutions: Why I Loaded Up This Pullback
7h agoSeeking AlphaBULLISH 73Analyst

MACOM Technology Solutions: Why I Loaded Up This Pullback

MACOM Q3 revenue +35.8% and operating income +70% on strong Data Center demand. Read my analysis for review of the pros and cons of this investment opportunity.

Frequently asked questions

Why is MTSI stock moving today?

MACOM TECHNOLOGY SOL (MTSI) is drawing unusual attention today. Our newswire has captured 1 story on MTSI across 1 source in the last 36 hours, with AI sentiment reading bullish (avg 73/100). The most recent driver: "MACOM Technology Solutions: Why I Loaded Up This Pullback" (Seeking Alpha).

Is MTSI a buy right now?

Top Tier Newswire does not give financial advice. Our AI sentiment across the last 36 hours of MTSI coverage reads 73/100 over 1 stories; treat it as a research signal and do your own diligence.

How fast does this page update?

The data sections refresh continuously as the newswire lands coverage; the written analysis is published once per trading day. Pro subscribers additionally get real-time push alerts, watchlists, and the full live terminal.

More moves explained today

Want the next move before the crowd? The live terminal streams every headline in real time with watchlist alerts, AI sentiment, and the full data stack behind this page.Get Pro Access →

More on MTSI: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.

Earlier MTSI move explainers: 2026-08-06