Brokerages Set MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) PT at $228.27

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has earned an average rating of “Moderate Buy” from the thirteen brokerages that are covering the company, Marketbeat reports. Four investment analysts have rated the stock with a hold recommendation and nine have assigned a buy recommendation to the company. The average 1 year price objective among analysts that have covered the stock in the last year is $228.2727.

MTSI has been the topic of a number of research analyst reports. Susquehanna initiated coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They set a “neutral” rating and a $200.00 target price on the stock. JPMorgan Chase & Co. lifted their price target on MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Barclays boosted their price objective on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Finally, Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th.

MACOM Technology Solutions Stock Up 2.2%

Shares of NASDAQ MTSI opened at $244.16 on Friday. The stock has a market capitalization of $18.31 billion, a price-to-earnings ratio of 114.63, a price-to-earnings-growth ratio of 4.69 and a beta of 1.44. MACOM Technology Solutions has a 52 week low of $84.00 and a 52 week high of $245.47. The firm has a 50-day moving average price of $200.03 and a 200 day moving average price of $161.81. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million during the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The firm’s quarterly revenue was up 24.5% compared to the same quarter last year. During the same period last year, the company posted $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Equities research analysts anticipate that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

Insider Buying and Selling

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 121,067 shares of the firm’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the completion of the transaction, the insider owned 4,478,323 shares of the company’s stock, valued at approximately $851,194,852.61. This trade represents a 2.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Stephen G. Daly sold 20,000 shares of the business’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $173.16, for a total value of $3,463,200.00. Following the completion of the transaction, the chief executive officer directly owned 54,217 shares of the company’s stock, valued at approximately $9,388,215.72. This trade represents a 26.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 554,703 shares of company stock valued at $112,151,867. 0.36% of the stock is currently owned by company insiders.

Institutional Trading of MACOM Technology Solutions

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Advisory Services Network LLC purchased a new position in MACOM Technology Solutions in the 3rd quarter valued at about $25,000. EverSource Wealth Advisors LLC raised its position in shares of MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 93 shares during the last quarter. Hantz Financial Services Inc. lifted its stake in shares of MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 134 shares during the period. Measured Wealth Private Client Group LLC purchased a new position in shares of MACOM Technology Solutions during the fourth quarter valued at approximately $30,000. Finally, Smartleaf Asset Management LLC boosted its position 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 acquiring an additional 150 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.