MACOM Technology Solutions (NASDAQ:MTSI) Cut to Hold at Wall Street Zen

Wall Street Zen lowered shares of MACOM Technology Solutions (NASDAQ:MTSI) from a buy rating to a hold rating in a research report report published on Saturday morning.

Several other brokerages have also recently weighed in on MTSI. Benchmark upped 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. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Zacks Research cut MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. JPMorgan Chase & Co. boosted their price target on MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Finally, Susquehanna began coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They set a “neutral” rating and a $200.00 price objective on the stock. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, MACOM Technology Solutions currently has a consensus rating of “Moderate Buy” and an average price target of $228.27.

MACOM Technology Solutions Stock Performance

Shares of MACOM Technology Solutions stock opened at $218.73 on Friday. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. The stock’s fifty day moving average price is $220.32 and its 200-day moving average price is $174.57. The firm has a market cap of $16.41 billion, a P/E ratio of 102.69, a P/E/G ratio of 3.96 and a beta of 1.41. MACOM Technology Solutions has a 12 month low of $84.00 and a 12 month high of $258.98.

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, topping the consensus estimate of $0.99 by $0.03. The company had revenue of $271.61 million for 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% on a year-over-year basis. During the same period in the prior year, the business earned $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities research analysts expect that MACOM Technology Solutions will post 2.43 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, major shareholder Susan Ocampo sold 261,763 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total value of $66,600,360.09. Following the completion of the transaction, the insider directly owned 3,759,895 shares of the company’s stock, valued at $956,630,084.85. This trade represents a 6.51% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO John Kober sold 7,196 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.07, for a total transaction of $1,749,131.72. Following the sale, the chief financial officer directly owned 48,508 shares in the company, valued at approximately $11,790,839.56. This represents a 12.92% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 753,113 shares of company stock valued at $184,368,095. 0.36% of the stock is currently owned by corporate insiders.

Institutional Trading of MACOM Technology Solutions

Several institutional investors and hedge funds have recently bought and sold shares of the business. Advisors Asset Management Inc. boosted its holdings in shares of MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after acquiring an additional 161 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in MACOM Technology Solutions by 9.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after purchasing an additional 13,215 shares during the period. Focus Partners Wealth boosted its holdings in MACOM Technology Solutions by 121.3% in the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after purchasing an additional 3,694 shares during the last quarter. Atria Investments Inc boosted its holdings in MACOM Technology Solutions by 22.5% in the second quarter. Atria Investments Inc now owns 5,131 shares of the semiconductor company’s stock valued at $735,000 after purchasing an additional 944 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its position in MACOM Technology Solutions by 52.2% during the 2nd quarter. Bank of New York Mellon Corp now owns 628,882 shares of the semiconductor company’s stock worth $90,113,000 after purchasing an additional 215,578 shares during the period. 76.14% of the stock is currently owned by institutional investors and hedge funds.

About MACOM Technology Solutions

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.