1,404 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Bought by Bridges Investment Management Inc.

Bridges Investment Management Inc. bought a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 1,404 shares of the semiconductor company’s stock, valued at approximately $240,000.

Other large investors have also added to or reduced their stakes in the company. Advisory Services Network LLC acquired a new position in MACOM Technology Solutions during the third quarter worth $25,000. EverSource Wealth Advisors LLC boosted its holdings in MACOM Technology Solutions by 75.6% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new position in MACOM Technology Solutions during the fourth quarter worth $30,000. Smartleaf Asset Management LLC boosted its holdings in MACOM Technology Solutions by 108.7% during the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 150 shares during the last quarter. Finally, Bayforest Capital Ltd bought a new position in shares of MACOM Technology Solutions in the fourth quarter valued at $39,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Trading Down 1.9%

MTSI stock opened at $382.74 on Friday. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. The company has a fifty day moving average price of $308.09 and a two-hundred day moving average price of $241.26. MACOM Technology Solutions Holdings, Inc. has a one year low of $118.16 and a one year high of $418.90. The stock has a market cap of $29.20 billion, a price-to-earnings ratio of 165.69, a price-to-earnings-growth ratio of 3.20 and a beta of 1.66.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The firm had revenue of $288.96 million during the quarter, compared to analysts’ expectations of $285.20 million. During the same period in the previous year, the business posted $0.85 earnings per share. The company’s revenue for the quarter was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current year.

Insider Activity

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 3,718 shares of MACOM Technology Solutions stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the completion of the transaction, the senior vice president directly owned 34,886 shares of the company’s stock, valued at $9,654,351.64. The trade was a 9.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of MACOM Technology Solutions stock in a transaction on Friday, May 29th. The stock was sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the transaction, the chief executive officer directly owned 38,389 shares of the company’s stock, valued at approximately $14,040,776.75. This trade represents a 29.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 75,476 shares of company stock valued at $27,755,202. 0.36% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Barclays boosted their target price on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. Truist Financial boosted their target price on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 12th. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday. Finally, Bank of America boosted their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and an average target price of $321.36.

MACOM Technology Solutions Profile

MACOM Technology Solutions is a semiconductor company specializing in high-performance analog, microwave, millimeter-wave and photonic semiconductor solutions. Its product portfolio includes amplifiers, switches, modulators, detectors and integrated circuits designed to optimize signal integrity, power management and data transmission. MACOM’s offerings address both digital and optical domains, providing critical building blocks for next-generation communications infrastructure.

The company’s solutions serve a diverse set of end markets, including wireless and wireline telecom, data centers, satellite communications, aerospace and defense, industrial and automotive applications.