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Technology Stocks : Semi Equipment Analysis

SOXX 352.77

+1.2%

Feb 9 4:00 PM EST

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From: Return to Sender	2/9/2026 3:06:20 PM
	Read Replies (1) of 95907

Missed reporting MTSI on Feb 5: MACOM Tech beats by $0.02, reports revs in-line; guides Q2 EPS above consensus, revs above consensus +1.20% Reports Q1 (Dec) earnings of $1.02 per share, excluding non-recurring items, $0.02 better than the FactSet Consensus of $1.00; revenues rose 24.5% year/year to $271.61 mln vs the $269.02 mln FactSet Consensus. Co issues upside guidance for Q2, sees EPS of $1.05-1.09, excluding non-recurring items, vs. $1.03 FactSet Consensus; sees Q2 revs of $281-289 mln vs. $275.73 mln FactSet Consensus.

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