2,190 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Purchased by Headlands Technologies LLC

Headlands Technologies LLC bought a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 2,190 shares of the semiconductor company’s stock, valued at approximately $833,000.

Other large investors also recently made changes to their positions in the company. Price T Rowe Associates Inc. MD raised its holdings in shares of MACOM Technology Solutions by 7.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock valued at $331,374,000 after buying an additional 136,262 shares during the last quarter. Geode Capital Management LLC grew its holdings in MACOM Technology Solutions by 3.0% in the 4th quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock worth $217,073,000 after buying an additional 37,222 shares in the last quarter. GW&K Investment Management LLC increased its position in MACOM Technology Solutions by 6.1% in the 4th quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock valued at $208,609,000 after acquiring an additional 70,167 shares during the period. Wellington Management Group LLP raised its stake in MACOM Technology Solutions by 3.0% during the 4th quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock valued at $173,947,000 after acquiring an additional 29,131 shares in the last quarter. Finally, Janus Henderson Group PLC raised its stake in MACOM Technology Solutions by 15.5% during the 1st quarter. Janus Henderson Group PLC now owns 784,118 shares of the semiconductor company’s stock valued at $174,109,000 after acquiring an additional 105,032 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analysts Set New Price Targets

MTSI has been the subject of several recent analyst reports. BMO Capital Markets started coverage on MACOM Technology Solutions in a research note on Friday, August 21st. They issued a “market perform” rating and a $335.00 price target for the company. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Monday, August 24th. Benchmark initiated coverage on shares of MACOM Technology Solutions in a research report on Thursday, August 13th. They issued a “buy” rating and a $375.00 target price for the company. Barclays boosted their price target on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, May 22nd. Finally, Truist Financial upped their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $341.25.

Insider Activity

In related news, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total value of $1,005,739.40. Following the sale, the senior vice president directly owned 29,756 shares in the company, valued at $11,422,435.72. The trade was a 8.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the completion of the sale, the chief financial officer owned 33,583 shares in the company, valued at $10,950,744.64. The trade was a 18.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 10,261 shares of company stock worth $3,484,495. Corporate insiders own 0.36% of the company’s stock.

MACOM Technology Solutions News Summary

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Zacks Research maintains a “Strong-Buy” rating and raised its EPS forecast for fiscal 2026 to $4.35 from $3.49, fiscal 2027 to $4.84 from $3.99, and fiscal 2028 to $4.53 from $4.23. It also increased several quarterly estimates, including Q4 2026 to $1.67 from $0.90 and Q4 2027 to $1.51 from $1.13, suggesting improved expectations for MACOM’s earnings growth. Zacks analyst estimates and industry outlook
• Positive Sentiment: Analysts see approximately 47% potential upside for MTSI based on average price targets. Zacks noted that the upward trend in earnings revisions could support further appreciation, although price-target metrics are not always reliable. MTSI price target outlook
• Neutral Sentiment: COO Robert Dennehy sold 252 shares worth about $69,350 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced his holdings by 1.94%, but he still owns 12,758 shares; the planned nature and small size make it a limited signal about management’s outlook. SEC insider transaction filing
• Negative Sentiment: Zacks modestly reduced its Q3 2028 EPS estimate to $1.13 from $1.15, providing a small counterpoint to the otherwise widespread upward revisions.

MACOM Technology Solutions Trading Down 0.7%

Shares of MACOM Technology Solutions stock opened at $262.01 on Wednesday. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. The firm has a market cap of $20.01 billion, a price-to-earnings ratio of 84.25, a price-to-earnings-growth ratio of 1.46 and a beta of 1.71. The business has a fifty day simple moving average of $294.53 and a 200-day simple moving average of $294.16. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $121.97 and a fifty-two week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The firm had revenue of $342.24 million for the quarter, compared to analyst estimates of $336.08 million. During the same period in the previous year, the company earned $0.90 earnings per share. MACOM Technology Solutions’s revenue was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 4.26 EPS for the current fiscal year.

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.