MTSI · PEAD ↑ 80

MACOM Technology reported Q3 FY2026 EPS of $1.08 on 2026-08-06, beating the $1.04 consensus by $0.04 (+3.8%).

Print-day reaction was +14.5% versus the prior close, a decisive gap-and-hold on the earnings beat. The overnight session extended the move with an additional +2.8% gap to the T+1 open, signalling no after-hours fade. Days 1–3 saw a partial pullback of –3.5%, trimming but not erasing the initial surge. Cumulative abnormal return of +13.7% versus SPY.US firmly places MTSI in PEAD long territory; the drift read holds through 2026-11-03.