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MACOM Technology Solutions Holdings Inc. (MTSI) earnings date & stock reaction

MACOM Technology Solutions Holdings Inc. · IT

MACOM Technology Solutions Holdings Inc. earnings date & time

Next earningsThu, November 5 around 8:00 AM ET, before the openscheduled

Schedule

Korea time (KST)
Thu, November 5
Reporting pattern
12 of last 12 before open
Typical move
±6.7% · 12-report avg

What the market expects

Consensus EPS

$2.00Coming in above this counts as a beat

Year-ago quarter
$0.94→+112.8%
Full earnings calendarFrom an earnings calendar

Price after the latest report

Reported August 6, 2026how the stock moved around it
Next-day move
+14.5%
After 5 days
+17.9%
Price around earnings
Around this report
Overlapped jobs releaseA major data release (CPI, jobs) came out around this report. On those days the whole market moves, so the reaction may be mixed with the data.

MACOM Technology Solutions Holdings Inc. (MTSI) rose the day after earnings in 6 of its last 12 reports (50%), moving ±6.7% on average. It has fallen despite beating the consensus estimate 3 times.

Up next day
6/12
50%
Fell despite growth
3/12
Good earnings ignored
Price when beating
+5.1%
avg over 8 beats
Price when missing
—
never missed
Avg earnings move
±6.7%
typical swing on earnings
Biggest single move
+14.5%
'26.8 · largest reaction
🔑What actually moves this stock?

Even when EPS beat expectations, the stock fell 5 of the last 10 times. The number alone doesn't move it.

What really matters here
Next-quarter revenue outlook and margin
In finance terms: Revenue guidance · margin
Growth · revenue (YoY by quarter, latest right)
+30%
25-05(Apr qtr)
+32%
25-08(Jul qtr)
+30%
25-11(Oct qtr)
+25%
26-02(Jan qtr)
+22%
26-05(Apr qtr)
+36%
26-08(Jul qtr)
Accelerating · Growth is accelerating (+30%→+36%), but this stock often falls even on strong results (5 recent times). Expectations are already high, so accelerating isn't enough. It must beat a lofty bar.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 10 of 12 times
Median beat +1.3%. 5 of those beats still fell the next day.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 5 of 8 beats (63%)
Tends to keep drifting the same way for days
Day-one direction continued · 75% of last 12
vs IT sector avg (192 peers)
This
+3.8%
Sector
+0.9%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 3 of last 8 times (38%)
3xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth3/12

3/8 beats fell next day · watches Revenue guidance · margin

Next-day reaction
  • Jul 2026 report+14.5%
  • Apr 2026 report+11.2%
  • Jan 2026 report+5.9%
  • Oct 2025 report+11.5%
  • Jul 2025 report-8.1%
  • Apr 2025 report+5.5%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

May–Jul 2026 results
Reported 2026-08-06
Next-day move
+14.5%
After 5 days +17.9%
EPS consensus $1.35 → $1.40 ▲ +3.9% beatRev $252M → $342M +36% YoY
Price around earnings
Around this report
Overlapped jobs releaseA major data release (CPI, jobs) came out around this report. On those days the whole market moves, so the reaction may be mixed with the data.

Earnings trend · last 12 quarters

EPS$1.40YoY +56%
'23.11'26.8
Revenue$0.3BYoY +36%
'23.11'26.8

Earnings history and price reaction

MACOM Technology Solutions Holdings Inc. across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
7/20262026-08-06+3.9%+14.5%+17.9%
4/20262026-05-07+1.6%+11.2%+23.2%
1/20262026-02-05+2.2%+5.9%+10.2%
10/20252025-11-06+1.2%+11.5%+14.2%
7/20252025-08-07+0.4%-8.1%-9.4%
4/20252025-05-08+1.1%+5.5%+9.0%

12 reports, quarters ending 9/2023 to 7/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next MACOM Technology Solutions Holdings Inc. earnings date?

The next MACOM Technology Solutions Holdings Inc. (MTSI) earnings report is expected Thu, November 5 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for MACOM Technology Solutions Holdings Inc.'s next earnings?

Analysts expect EPS of about $2.00 for MACOM Technology Solutions Holdings Inc. (MTSI). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does MACOM Technology Solutions Holdings Inc. (MTSI) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 6 of them (50%). The average move on earnings day was ±6.7%.

Does MACOM Technology Solutions Holdings Inc. react more to the earnings numbers or to guidance?

In 3 of the last 8 reports (38%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can MACOM Technology Solutions Holdings Inc. stock fall even when earnings are good?

Yes. In 3 of the last 12 reports, MACOM Technology Solutions Holdings Inc. fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does MACOM Technology Solutions Holdings Inc. stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 75% of the time. This tendency is known as post-earnings announcement drift.