MTSI · PEAD → 0

MACOM Technology reported Q4 FY2026 EPS of $1.78 on 2026-11-05, beating the $1.68 consensus by $0.10 (+5.95%); prior-year comparable EPS not in our feed.

Print-day reaction was −18.4% versus the prior close — a severe negative gap despite the earnings beat, with the stock collapsing from $233.13 to $190.35 on report day. The overnight gap to the T+1 open recovered +8.8%, suggesting some buy-the-dip interest after the initial flush. Over the following two trading sessions the stock drifted a further +7.3%, clawing back a meaningful portion of the print-day loss. Cumulative abnormal return of −0.65% versus SPY.US sits squarely between the ±3% PEAD thresholds, returning a none verdict; no drift signal is actionable through the holding window ending 2027-02-02.