MACOM Technology Solutions Holdings, Inc. $MTSI Shares Sold by Westfield Capital Management Co. LP

Westfield Capital Management Co. LP trimmed its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 1.7% during the second quarter, HoldingsChannel reports. The institutional investor owned 709,433 shares of the semiconductor company’s stock after selling 12,471 shares during the quarter. Westfield Capital Management Co. LP’s holdings in MACOM Technology Solutions were worth $101,655,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Hantz Financial Services Inc. lifted its holdings in shares of MACOM Technology Solutions by 174.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after acquiring an additional 134 shares in the last quarter. SVB Wealth LLC purchased a new position in MACOM Technology Solutions in the first quarter valued at about $34,000. Maseco LLP acquired a new position in shares of MACOM Technology Solutions during the second quarter worth about $48,000. Advisors Asset Management Inc. boosted its position in shares of MACOM Technology Solutions by 49.7% in the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after buying an additional 161 shares during the period. Finally, Bessemer Group Inc. grew its stake in shares of MACOM Technology Solutions by 44.0% in the second quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock valued at $50,000 after buying an additional 106 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Barclays upped their price target on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Weiss Ratings restated a “sell (d+)” rating on shares of MACOM Technology Solutions in a research note on Wednesday, October 8th. Needham & Company LLC lifted their price target on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, October 11th. Finally, Benchmark raised their target price on MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a research note on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $169.44.

MACOM Technology Solutions Stock Up 5.1%

Shares of MACOM Technology Solutions stock opened at $166.35 on Thursday. The company has a market capitalization of $12.39 billion, a P/E ratio of -163.07, a PEG ratio of 2.26 and a beta of 1.52. The business’s fifty day moving average price is $141.00 and its two-hundred day moving average price is $134.06. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $179.38. The company has a debt-to-equity ratio of 0.32, a current ratio of 3.83 and a quick ratio of 3.10.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The business had revenue of $261.17 million for the quarter, compared to analysts’ expectations of $260.16 million. During the same period in the previous year, the firm posted $0.73 EPS. The company’s quarterly revenue was up 3.6% on a year-over-year basis. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Insider Activity

In other news, Director Charles R. Bland sold 1,000 shares of the stock in a transaction on Friday, November 14th. The stock was sold at an average price of $157.79, for a total value of $157,790.00. Following the completion of the sale, the director owned 19,762 shares in the company, valued at $3,118,245.98. This represents a 4.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, major shareholder Susan Ocampo sold 43,289 shares of MACOM Technology Solutions stock in a transaction on Monday, November 10th. The shares were sold at an average price of $171.47, for a total value of $7,422,764.83. Following the transaction, the insider owned 4,216,954 shares in the company, valued at $723,081,102.38. This represents a 1.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,792,390 shares of company stock valued at $250,802,590 over the last ninety days. Corporate insiders own 16.30% of the company’s stock.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.