John Ritchie Sells 1,573 Shares of MACOM Technology Solutions (NASDAQ:MTSI) Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Director John Ritchie sold 1,573 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $255.00, for a total value of $401,115.00. Following the transaction, the director directly owned 8,690 shares in the company, valued at approximately $2,215,950. This represents a 15.33% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website.

MACOM Technology Solutions Stock Up 0.4%

NASDAQ MTSI opened at $248.12 on Friday. 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 Holdings, Inc. has a 52 week low of $84.00 and a 52 week high of $256.12. The firm has a market capitalization of $18.61 billion, a price-to-earnings ratio of 116.49, a PEG ratio of 4.76 and a beta of 1.44. The company has a fifty day moving average of $213.49 and a two-hundred day moving average of $169.65.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.99 by $0.03. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The business had revenue of $271.61 million for the quarter, compared to the consensus estimate of $269.02 million. During the same quarter in the prior year, the firm posted $0.79 earnings per share. The business’s revenue for the quarter was up 24.5% on a year-over-year basis. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on MTSI shares. Barclays boosted their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. TD Cowen upped their price objective on MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Truist Financial increased their target price on MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Needham & Company LLC reissued a “buy” rating and set a $250.00 target price on shares of MACOM Technology Solutions in a research note on Friday, February 6th. Finally, Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Nine investment analysts have rated the stock with a Buy rating and four have given 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 $228.27.

Institutional Trading of MACOM Technology Solutions

Hedge funds have recently added to or reduced their stakes in the business. MidFirst Bank purchased a new position in MACOM Technology Solutions during the 4th quarter valued at about $248,000. Pacer Advisors Inc. lifted its position in shares of MACOM Technology Solutions by 6.2% in the 4th quarter. Pacer Advisors Inc. now owns 11,984 shares of the semiconductor company’s stock worth $2,053,000 after purchasing an additional 698 shares during the period. Mercer Global Advisors Inc. ADV boosted its stake in shares of MACOM Technology Solutions by 83.1% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 3,058 shares of the semiconductor company’s stock valued at $524,000 after purchasing an additional 1,388 shares in the last quarter. Raymond James Financial Inc. increased its holdings in MACOM Technology Solutions by 122.1% during the fourth quarter. Raymond James Financial Inc. now owns 602,450 shares of the semiconductor company’s stock valued at $104,440,000 after buying an additional 331,206 shares during the period. Finally, EP Wealth Advisors LLC bought a new position in MACOM Technology Solutions in the fourth quarter worth approximately $324,000. 76.14% of the stock is owned by hedge funds and other institutional investors.

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.