MT

MACOM Technology Solutions Holdings Inc.

MTSI · MACOM Technology Solutions Holdings Inc. · IT

Up next day
6/12
50%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±3.3%
typical swing on earnings
Price when beating
+1.0%
avg over 10 beats
Biggest single move
+6.5%
'23.9 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 6 of 10 beats (60%)
Reaction is erratic and hard to predict
Avg +1.0% on a beat, -1.7% on a miss
vs IT sector avg (177 peers)
This
+0.6%
Sector
+0.8%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

This stock mostly moves with the reported earnings number
Moved opposite to results 4 of last 12 times (33%)
4xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Nov 5Before open
'26.10 expectedEst. EPS $2.00
Quarter ended 7/2026
Reported 2026-08-06
Next-day move
+3.0%
After 5 days +1.8%
vs Consensus$1.35$1.40+3.9% beat
EPS
$1.40
YoY +56%
Revenue
$0.3B
YoY +36%
Next-Q guidance
N/A
Price around earnings
vs market +2.4%p

Earnings trend · last 12 quarters

EPS$1.40YoY +56%
'23.9'26.7
Revenue$0.3BYoY +36%
'23.9'26.7

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
4x33%
Disappointment
weak · down ↓
1x8%
Good earnings ignored
good · down ↓
5x42%
← Weak earningsStrong earnings →

Even on good earnings, the price often fell — earnings poorly reflected · 5 of 12q (42%)

Community · MTSI

What do you think of this stock's earnings pattern?

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