MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives Average Recommendation of “Moderate Buy” from Brokerages

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) have been assigned an average recommendation of “Moderate Buy” from the thirteen research firms that are presently covering the company, Marketbeat reports. Three analysts have rated the stock with a hold recommendation, nine have given a buy recommendation and one has given a strong buy recommendation to the company. The average 1 year price target among analysts that have covered the stock in the last year is $174.50.

MTSI has been the topic of a number of recent analyst reports. Barclays lifted their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Needham & Company LLC lifted their price target on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Wall Street Zen downgraded shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday. TD Cowen boosted their target price on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Finally, Benchmark upped their price target on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th.

Insider Buying and Selling

In other news, major shareholder Susan Ocampo sold 150,000 shares of MACOM Technology Solutions stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $136.02, for a total transaction of $20,403,000.00. Following the sale, the insider directly owned 2,956,606 shares of the company’s stock, valued at approximately $402,157,548.12. This trade represents a 4.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders sold 1,395,384 shares of company stock valued at $216,284,885 in the last ninety days. 16.30% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

Several hedge funds have recently added to or reduced their stakes in MTSI. Merit Financial Group LLC increased its position in MACOM Technology Solutions by 3.9% in the 3rd quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock valued at $228,000 after acquiring an additional 68 shares during the period. Larson Financial Group LLC increased its holdings in MACOM Technology Solutions by 19.4% in the third quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock valued at $52,000 after purchasing an additional 68 shares during the period. Sowell Financial Services LLC raised its position in MACOM Technology Solutions by 3.9% during the 2nd quarter. Sowell Financial Services LLC now owns 2,135 shares of the semiconductor company’s stock worth $306,000 after purchasing an additional 80 shares during the last quarter. EverSource Wealth Advisors LLC lifted its holdings in MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after buying an additional 93 shares during the period. Finally, Wedmont Private Capital lifted its holdings in MACOM Technology Solutions by 5.4% during the 3rd quarter. Wedmont Private Capital now owns 1,925 shares of the semiconductor company’s stock worth $246,000 after buying an additional 99 shares during the period. 76.14% of the stock is currently owned by institutional investors and hedge funds.

MACOM Technology Solutions Stock Down 0.7%

Shares of MTSI opened at $173.71 on Thursday. The firm has a 50 day simple moving average of $166.24 and a two-hundred day simple moving average of $144.46. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. MACOM Technology Solutions has a one year low of $84.00 and a one year high of $190.95. The company has a market cap of $13.02 billion, a P/E ratio of -214.45, a P/E/G ratio of 3.26 and a beta of 1.47.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The company had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. During the same quarter last year, the company posted $0.73 EPS. The company’s revenue for the quarter was up 3.6% compared to the same quarter last year. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Research analysts forecast that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

MACOM Technology Solutions Company 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.