MACOM (MTSI) Surge on Q4 Earnings Beat and Q1 Outlook

NASDAQ: MTSI shares rose 7.4% on strong Q4 2025 results that beat estimates and an upbeat Q1 2026 outlook. The company reported revenue of $271.6 million, up 24.5% year-over-year, and adjusted EPS of $1.02. For Q1, management guided to $285 million revenue and $1.07 adjusted EPS at the midpoint, both above analyst expectations. Q1 guidance reflects continued momentum despite geopolitical uncertainty over AI chip exports to China. The extended review of export licenses for high-end AI hardware, including Nvidia’s H200, increased supply chain headwinds for exporters. Separately, MTSI is up 30.8% YTD and has set a new 52-week high at $228.84 per share.