MACOM Technology Solutions (NASDAQ:MTSI) Shares Gap Up – Should You Buy?

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI)’s share price gapped up before the market opened on Monday . The stock had previously closed at $345.40, but opened at $369.98. MACOM Technology Solutions shares last traded at $355.9770, with a volume of 169,997 shares.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the stock. Stifel Nicolaus boosted their price target on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. Susquehanna boosted their price target on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a research note on Friday, May 8th. Weiss Ratings reiterated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. Finally, 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 note on Friday, May 22nd. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $321.36.

MACOM Technology Solutions Trading Up 5.3%

The stock has a market cap of $27.74 billion, a PE ratio of 157.97, a P/E/G ratio of 2.83 and a beta of 1.66. The business’s fifty day moving average is $310.09 and its 200 day moving average is $242.56. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) 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 company had revenue of $288.96 million for the quarter, compared to the consensus estimate of $285.20 million. During the same quarter in the prior year, the firm earned $0.85 earnings per share. The company’s revenue for the quarter was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

Insider Buying and Selling

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 15,828 shares of the company’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $365.75, for a total value of $5,789,091.00. Following the sale, the chief executive officer owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This represents a 29.19% decrease in their ownership of the stock. The sale was disclosed in a document filed 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 Charles R. Bland sold 800 shares of the company’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $380.00, for a total transaction of $304,000.00. Following the completion of the sale, the director directly owned 14,338 shares in the company, valued at $5,448,440. This trade represents a 5.28% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 75,476 shares of company stock valued at $27,755,202. 0.36% of the stock is owned by company insiders.

Institutional Trading of MACOM Technology Solutions

Several institutional investors and hedge funds have recently modified their holdings of MTSI. Principal Financial Group Inc. raised its stake in MACOM Technology Solutions by 5.1% during the third quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company’s stock worth $17,693,000 after purchasing an additional 6,874 shares during the period. Mirae Asset Global Investments Co. Ltd. raised its stake in shares of MACOM Technology Solutions by 22.4% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 98,880 shares of the semiconductor company’s stock valued at $16,936,000 after acquiring an additional 18,096 shares during the period. Bryce Point Capital LLC purchased a new position in shares of MACOM Technology Solutions in the 3rd quarter valued at $572,000. Hantz Financial Services Inc. raised its stake in shares of MACOM Technology Solutions by 2,180.1% in the 3rd quarter. Hantz Financial Services Inc. now owns 4,811 shares of the semiconductor company’s stock valued at $599,000 after acquiring an additional 4,600 shares during the period. Finally, SG Americas Securities LLC raised its stake in shares of MACOM Technology Solutions by 33.9% in the 4th quarter. SG Americas Securities LLC now owns 54,033 shares of the semiconductor company’s stock valued at $9,255,000 after acquiring an additional 13,668 shares during the period. 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.