1,649 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Bought by Summitry LLC

Summitry LLC bought a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 1,649 shares of the semiconductor company’s stock, valued at approximately $282,000.

Other institutional investors have also recently bought and sold shares of the company. Advisory Services Network LLC bought a new position in MACOM Technology Solutions in the 3rd quarter worth $25,000. EverSource Wealth Advisors LLC raised its holdings in MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 93 shares during the period. Bayforest Capital Ltd acquired a new stake in MACOM Technology Solutions in the 4th quarter worth $39,000. Clearstead Advisors LLC grew its position in MACOM Technology Solutions by 156.5% in the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 144 shares during the last quarter. Finally, Smartleaf Asset Management LLC grew its position in MACOM Technology Solutions by 108.7% in the 3rd 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. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Performance

NASDAQ MTSI opened at $409.68 on Wednesday. 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’s fifty day moving average is $286.28 and its two-hundred day moving average is $230.80. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $118.16 and a 52-week high of $413.75. The firm has a market capitalization of $31.26 billion, a price-to-earnings ratio of 177.35, a P/E/G ratio of 3.20 and a beta of 1.60.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating the consensus estimate 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 business had revenue of $288.96 million for the quarter, compared to analyst estimates of $285.20 million. During the same period in the previous year, the business earned $0.85 EPS. The firm’s revenue was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.65 EPS for the current year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 2,595 shares of MACOM Technology Solutions stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $360.64, for a total transaction of $935,860.80. Following the sale, the senior vice president directly owned 32,376 shares in the company, valued at approximately $11,676,080.64. The trade was a 7.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of MACOM Technology Solutions stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the sale, the director owned 6,781 shares in the company, valued at approximately $2,564,574.20. This trade represents a 86.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 78,046 shares of company stock worth $26,478,221 in the last 90 days. 0.36% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research firms have issued reports on MTSI. Benchmark raised their price target on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Bank of America raised their price target on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Jefferies Financial Group raised their price target on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Loop Capital began coverage on shares of MACOM Technology Solutions in a research report on Friday, April 10th. They issued a “buy” rating and a $300.00 price target on the stock. Finally, JPMorgan Chase & Co. raised their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $321.36.

MACOM Technology Solutions Company 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.