🟢 MACOM is trading 10.2% up today after an earnings beat and stronger fourth-quarter guidance

MACOM is trading 10.18% up now at $290.28 after August 6, 2026, fiscal third-quarter results exceeded expectations and management issued significantly stronger fourth-quarter guidance.

• Revenue reached $342.2 million, up 35.8% year over year.
• Adjusted EPS was $1.40 versus the $1.34 estimate.
• Fiscal fourth-quarter guidance is $415–$425 million in revenue and $1.97–$2.03 adjusted EPS, pointing to accelerating AI data-center demand.