Deutsche Bank AG Takes Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Deutsche Bank AG purchased a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund purchased 362,727 shares of the semiconductor company’s stock, valued at approximately $137,970,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Advisors Asset Management Inc. boosted its stake in MACOM Technology Solutions by 49.7% in the first 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 raised its position in shares of MACOM Technology Solutions by 9.2% during the 1st 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 acquiring an additional 13,215 shares during the last quarter. Focus Partners Wealth lifted its stake in shares of MACOM Technology Solutions by 121.3% in the 1st 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 period. Cetera Investment Advisers acquired a new position in shares of MACOM Technology Solutions in the 2nd quarter valued at $372,000. Finally, Marshall Wace LLP bought a new position in shares of MACOM Technology Solutions in the 2nd quarter worth $544,000. 76.14% of the stock is owned by institutional investors.

MACOM Technology Solutions Trading Down 7.8%

Shares of NASDAQ MTSI opened at $269.98 on Thursday. The company’s fifty day moving average is $315.10 and its 200-day moving average is $291.76. The stock has a market cap of $20.62 billion, a price-to-earnings ratio of 86.81, a P/E/G ratio of 1.68 and a beta of 1.70. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $118.28 and a twelve month high of $418.90. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $342.24 million during the quarter, compared to analyst estimates of $336.08 million. During the same quarter in the previous year, the business 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. Equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current year.

Wall Street Analysts Forecast Growth

MTSI has been the subject of a number of analyst reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Wednesday, August 5th. Stifel Nicolaus increased their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Susquehanna reduced their target price on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a report on Tuesday, July 21st. Truist Financial boosted their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Finally, Zacks Research cut MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and a consensus price target of $341.82.

Insiders Place Their Bets

In other 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 transaction of $2,409,405.12. Following the sale, the chief financial officer 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 MACOM Technology Solutions stock in a transaction dated Thursday, June 25th. The shares were 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 $11,422,435.72. This trade represents a 8.09% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 25,837 shares of company stock worth $9,204,236. 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.