J. Goldman & Co LP Acquires New Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

J. Goldman & Co LP purchased a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 7,233 shares of the semiconductor company’s stock, valued at approximately $2,751,000.

Other large investors have also recently made changes to their positions in the company. Whale Rock Capital Management LLC acquired a new stake in MACOM Technology Solutions during the 4th quarter worth $134,164,000. Wellington Management Group LLP increased its stake in MACOM Technology Solutions by 180.6% in the third 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 stake in MACOM Technology Solutions by 170,782.0% in the fourth 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 purchased a new stake in shares of MACOM Technology Solutions in the fourth quarter valued at about $97,397,000. Finally, Bank of New York Mellon Corp purchased a new stake in shares of MACOM Technology Solutions in the second quarter valued at about $204,593,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have weighed in on MTSI. Weiss Ratings cut MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday. JPMorgan Chase & Co. boosted their target price on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Barclays upped their price target on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Needham & Company LLC lifted their price objective on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Finally, BMO Capital Markets initiated coverage on shares of MACOM Technology Solutions in a research note on Friday, August 21st. They issued a “market perform” rating and a $335.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and an average target price of $341.25.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 15,828 shares of the firm’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the transaction, the chief executive officer owned 38,389 shares of the company’s stock, valued at approximately $14,040,776.75. This trade represents a 29.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the transaction, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This trade represents a 8.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 25,837 shares of company stock worth $9,204,236. 0.36% of the stock is owned by insiders.

MACOM Technology Solutions Stock Performance

NASDAQ MTSI opened at $266.27 on Wednesday. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $121.97 and a 1-year high of $418.90. The company has a market capitalization of $20.34 billion, a P/E ratio of 85.62, a PEG ratio of 1.48 and a beta of 1.70. The business has a 50 day moving average price of $306.08 and a 200 day moving average price of $292.94. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, beating analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The firm had revenue of $342.24 million for the quarter, compared to analysts’ expectations of $336.08 million. During the same period in the prior year, the company earned $0.90 EPS. The firm’s revenue was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current fiscal year.

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.