MACOM Technology Solutions (NASDAQ:MTSI) COO Sells $4,512,109.50 in Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) COO Robert Dennehy sold 18,398 shares of MACOM Technology Solutions stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $245.25, for a total value of $4,512,109.50. Following the transaction, the chief operating officer directly owned 12,864 shares in the company, valued at approximately $3,154,896. The trade was a 58.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

MACOM Technology Solutions Trading Down 0.8%

MACOM Technology Solutions stock opened at $239.00 on Thursday. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $258.98. The firm has a market capitalization of $17.93 billion, a price-to-earnings ratio of 112.21, a P/E/G ratio of 4.60 and a beta of 1.41. The firm has a 50 day moving average of $217.71 and a 200 day moving average of $172.19. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. The business had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The company’s revenue was up 24.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Wall Street Analyst Weigh In

MTSI has been the topic of several research analyst reports. Jefferies Financial Group boosted their price objective on MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Zacks Research downgraded MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Benchmark increased their price objective on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a report on Friday, February 6th. Bank of America boosted their target price on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Finally, Truist Financial upped their target price on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $228.27.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions in the third quarter worth $25,000. EverSource Wealth Advisors LLC grew its stake in shares of MACOM Technology Solutions by 75.6% in 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 in the last quarter. Hantz Financial Services Inc. increased its holdings in shares of MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after buying an additional 134 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new stake in shares of MACOM Technology Solutions during the 4th quarter valued at about $30,000. Finally, Smartleaf Asset Management LLC lifted its holdings in shares of MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 150 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors.

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.