Goldman Sachs Group Inc. Has $90.84 Million Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Goldman Sachs Group Inc. grew its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 4.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 530,355 shares of the semiconductor company’s stock after buying an additional 22,818 shares during the period. Goldman Sachs Group Inc.’s holdings in MACOM Technology Solutions were worth $90,839,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in MTSI. Wellington Management Group LLP increased its holdings in shares of MACOM Technology Solutions by 180.6% in the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock valued at $122,802,000 after purchasing an additional 634,903 shares during the period. Bessemer Group Inc. increased its holdings in shares of MACOM Technology Solutions by 170,782.0% in the 4th quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock valued at $97,465,000 after purchasing an additional 568,704 shares during the period. Norges Bank acquired a new position in shares of MACOM Technology Solutions in the 4th quarter valued at about $97,397,000. Rafferty Asset Management LLC acquired a new position in shares of MACOM Technology Solutions in the 3rd quarter valued at about $67,486,000. Finally, FengHe Fund Management Pte. Ltd. acquired a new position in shares of MACOM Technology Solutions in the 4th quarter valued at about $90,663,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on MTSI. Stifel Nicolaus upped their target price on MACOM Technology Solutions from $255.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Weiss Ratings reiterated a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Loop Capital began coverage on MACOM Technology Solutions in a report on Friday, April 10th. They issued a “buy” rating and a $300.00 target price on the stock. Bank of America upped their target price on MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a report on Monday, April 13th. Finally, Wall Street Zen downgraded MACOM Technology Solutions from a “buy” rating to a “hold” rating in a report on Saturday. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, MACOM Technology Solutions currently has a consensus rating of “Moderate Buy” and a consensus target price of $321.36.

MACOM Technology Solutions Trading Down 0.9%

Shares of NASDAQ MTSI opened at $358.72 on Wednesday. The stock has a market cap of $27.37 billion, a price-to-earnings ratio of 155.29, a PEG ratio of 2.97 and a beta of 1.66. The business has a 50 day simple moving average of $315.43 and a 200 day simple moving average of $245.39. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $118.16 and a 52 week high of $418.90. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating the consensus estimate of $1.07 by $0.02. The business had revenue of $288.96 million during the quarter, compared to analysts’ expectations of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The firm’s quarterly revenue was up 22.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director Peter Y. Chung sold 43,268 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total value of $16,363,957.60. Following the completion of the sale, the director owned 6,781 shares of the company’s stock, valued at approximately $2,564,574.20. The trade was a 86.45% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Donghyun Thomas Hwang sold 2,595 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $360.64, for a total value of $935,860.80. Following the completion of the sale, the senior vice president directly owned 32,376 shares of the company’s stock, valued at approximately $11,676,080.64. The trade was a 7.42% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 75,476 shares of company stock worth $27,755,202 in the last quarter. Corporate insiders own 0.36% of the company’s stock.

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.