MTSI · PEAD ↑ 100

MACOM Technology reported Q2 FY2026 results on 2026-04-30; consensus EPS was $1.07 (actual not yet in our feed).

Print-day reaction was +4.4% versus the prior close of $269.63, with MTSI closing at $281.61 on the event date — a clean break above its pre-earnings range. The overnight gap to the T+1 open came in slightly negative at -0.4%, suggesting a modest after-hours pause rather than a meaningful fade. Over the subsequent two trading days the stock continued to advance, delivering a Day 1–3 drift of +6.8%, emphatically confirming the initial directional move rather than reversing it. Cumulative abnormal return of +10.9% versus SPY.US places MTSI deep in PEAD long territory; the documented drift pattern holds through 2026-07-28.