MTSI MACOM Technology Solutions Holdings Inc

The optical/photonic sector is just so volatile. They were all green in premarket, then they all went red at market open, and now they are all back to green. LOL $MTSI $LITE $MRVL $AAOI $COHR

Jefferies highlighted key themes ahead of next week’s OCP Global Summit in San Jose, focusing on the shift to 1.6T networking, competition among Ethernet, UALink and NVLink, and the move toward 800V DC architectures. The firm named MACOM and Lumentum its preferred 1.6T plays, while viewing Credo’s ALC debut as potentially undervalued. Jefferies expects Nvidia’s Oct. 12 keynote and sessions on 800VDC, power interconnects, liquid cooling and MGX to provide insight into opportunities for power semiconductors. It also sees Broadcom favorably positioned in DSPs and Nvidia’s NVLink Fusion as increasingly important to OCP’s open ecosystem. AMD will be another key focus, with Helios shipments to customers including Microsoft expected by year-end. Marvell’s 100G/lane UAL switch is also expected to complete design this year. Credo is expected to showcase its microLED-based ALC technology, targeting distances of up to 30 meters. $MTSI $LITE $CRDO $AVGO $NVDA

$MTSI MACOM Technology Shares Rise After Raymond James Upgrade 02:27:52 PM ET, 10/27/2026 - MT Newswires 02:27 PM EDT, 10/27/2026 (MT Newswires) -- Macom Technology Solutions (MTSI) shares were up over 5% in Tuesday trading after Raymond James upgraded the stock to outperform from market perform, with a $300 price target.

$MTSI at 236 support could retest 200 next if it breaks here. Trump is ordering strikes soon so could be possibly continued downtrend

$MTSI Zacks raised its Q1 FY27 EPS estimate 47% this week, from 0.99 to 1.46, and rates MACOM a Strong-Buy. The full FY27 number is now 6.59. The revision follows BMO's Sept 18 upgrade to Outperform with a 335 target, the day after MACOM announced its 3.2-terabit optical chipset (eight 448-Gbps PAM-4 channels). The stock is down about 36% from the May peak.