Man Group plc Makes New Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Man Group plc purchased a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 5,680 shares of the semiconductor company’s stock, valued at approximately $2,161,000.

Several other hedge funds have also made changes to their positions in the business. Lotus Technology Management LP purchased a new stake in shares of MACOM Technology Solutions in the second quarter valued at $279,000. Jupiter Topco LLC purchased a new position in MACOM Technology Solutions during the second quarter worth about $256,612,000. J. Goldman & Co LP acquired a new stake in MACOM Technology Solutions in the 2nd quarter worth about $2,751,000. Hsbc Holdings PLC acquired a new stake in MACOM Technology Solutions in the 2nd quarter worth about $2,285,000. Finally, EFG International AG purchased a new stake in MACOM Technology Solutions in the 2nd quarter valued at about $9,580,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions News Summary

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Zacks Research maintains a “Strong-Buy” rating and raised its EPS forecast for fiscal 2026 to $4.35 from $3.49, fiscal 2027 to $4.84 from $3.99, and fiscal 2028 to $4.53 from $4.23. It also increased several quarterly estimates, including Q4 2026 to $1.67 from $0.90 and Q4 2027 to $1.51 from $1.13, suggesting improved expectations for MACOM’s earnings growth. Zacks analyst estimates and industry outlook
• Positive Sentiment: Analysts see approximately 47% potential upside for MTSI based on average price targets. Zacks noted that the upward trend in earnings revisions could support further appreciation, although price-target metrics are not always reliable. MTSI price target outlook
• Neutral Sentiment: COO Robert Dennehy sold 252 shares worth about $69,350 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced his holdings by 1.94%, but he still owns 12,758 shares; the planned nature and small size make it a limited signal about management’s outlook. SEC insider transaction filing
• Negative Sentiment: Zacks modestly reduced its Q3 2028 EPS estimate to $1.13 from $1.15, providing a small counterpoint to the otherwise widespread upward revisions.

Analysts Set New Price Targets

A number of research analysts have recently commented on MTSI shares. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. BMO Capital Markets initiated coverage on shares of MACOM Technology Solutions in a research report on Friday, August 21st. They issued a “market perform” rating and a $335.00 target price on the stock. Barclays boosted their target price on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Susquehanna dropped their price target on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a research report on Tuesday, July 21st. Finally, Stifel Nicolaus increased their price target on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and a consensus target price of $341.25.

MACOM Technology Solutions Stock Performance

MACOM Technology Solutions stock opened at $262.01 on Wednesday. The stock’s 50-day moving average is $294.53 and its 200-day moving average is $294.16. The company has a market cap of $20.01 billion, a price-to-earnings ratio of 84.25, a price-to-earnings-growth ratio of 1.46 and a beta of 1.71. 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 Holdings, Inc. has a 12 month low of $121.97 and a 12 month high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share 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 previous year, the company posted $0.90 earnings per share. MACOM Technology Solutions’s revenue was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Equities analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 4.26 earnings per share for the current year.

Insider Buying and Selling

In other MACOM Technology Solutions news, CFO John Kober sold 7,389 shares of the firm’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $326.08, for a total value of $2,409,405.12. Following the transaction, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at $10,950,744.64. This trade represents a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 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 dated 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 transaction, the senior vice president owned 29,756 shares in the company, valued at approximately $11,422,435.72. This represents a 8.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 10,261 shares of company stock valued at $3,484,495. Company insiders own 0.36% of the company’s stock.

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.