Hsbc Holdings PLC Has $17.80 Million Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Hsbc Holdings PLC raised its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 5,004.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 102,909 shares of the semiconductor company’s stock after buying an additional 100,893 shares during the quarter. Hsbc Holdings PLC’s holdings in MACOM Technology Solutions were worth $17,796,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the stock. Mirae Asset Global Investments Co. Ltd. increased its position in 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 worth $16,936,000 after purchasing an additional 18,096 shares during the last quarter. SG Americas Securities LLC lifted its holdings in shares of MACOM Technology Solutions by 33.9% during the 4th quarter. SG Americas Securities LLC now owns 54,033 shares of the semiconductor company’s stock valued at $9,255,000 after buying an additional 13,668 shares during the last quarter. FengHe Fund Management Pte. Ltd. bought a new position in MACOM Technology Solutions during the fourth quarter valued at approximately $90,663,000. Boothbay Fund Management LLC grew its position in MACOM Technology Solutions by 42.7% in the third quarter. Boothbay Fund Management LLC now owns 22,389 shares of the semiconductor company’s stock worth $2,787,000 after acquiring an additional 6,704 shares in the last quarter. Finally, Peregrine Capital Management LLC acquired a new stake in shares of MACOM Technology Solutions in the 4th quarter valued at $14,302,000. 76.14% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Peter Y. Chung sold 43,268 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the completion of the sale, the director directly owned 6,781 shares of the company’s stock, valued at $2,564,574.20. This trade represents a 86.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Stephen G. Daly sold 15,828 shares of MACOM Technology Solutions stock in a transaction on 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 completion of the transaction, the chief executive officer owned 38,389 shares of the company’s stock, valued at approximately $14,040,776.75. The trade was a 29.19% 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 sold 75,476 shares of company stock worth $27,755,202 over the last ninety days. 0.36% of the stock is owned by insiders.

MACOM Technology Solutions Stock Up 4.6%

MTSI opened at $390.19 on Friday. The firm has a market cap of $29.77 billion, a price-to-earnings ratio of 168.91, a PEG ratio of 3.06 and a beta of 1.66. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The firm’s 50-day simple moving average is $348.54 and its 200-day simple moving average is $262.86. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $118.16 and a twelve month high of $418.90.

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. The firm had revenue of $288.95 million during the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The firm’s quarterly revenue was up 22.5% on a year-over-year basis. During the same period last year, the firm posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Susquehanna raised their target price on MACOM Technology Solutions from $300.00 to $350.00 and gave the company a “neutral” rating in a report on Friday, May 8th. JPMorgan Chase & Co. upped their price target on MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research note on Friday, May 8th. Bank of America increased their price objective on MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a report on Monday, April 13th. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. Finally, Truist Financial boosted their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $335.00.

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.