MACOM Technology Solutions (NASDAQ:MTSI) Earns Neutral Rating from Analysts at Susquehanna

Susquehanna initiated coverage on shares of MACOM Technology Solutions (NASDAQ:MTSI) in a research report released on Monday, Marketbeat.com reports. The firm issued a neutral rating and a $200.00 target price on the semiconductor company’s stock.

Other analysts have also recently issued reports about the stock. Zacks Research upgraded shares of MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a research note on Wednesday, August 20th. TD Cowen lifted their target price on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Benchmark boosted their target price on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Truist Financial restated a “buy” rating and set a $180.00 price target (up from $158.00) on shares of MACOM Technology Solutions in a report on Friday, November 7th. Finally, Needham & Company LLC lifted their price objective on MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, MACOM Technology Solutions currently has a consensus rating of “Moderate Buy” and an average target price of $172.50.

MACOM Technology Solutions Price Performance

NASDAQ MTSI opened at $168.31 on Monday. MACOM Technology Solutions has a fifty-two week low of $84.00 and a fifty-two week high of $190.95. The stock’s 50-day moving average is $159.67 and its two-hundred day moving average is $141.71. The firm has a market cap of $12.61 billion, a P/E ratio of -207.79, a price-to-earnings-growth ratio of 2.47 and a beta of 1.47. 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 (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. The business had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The firm’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.73 EPS. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. On average, analysts anticipate that MACOM Technology Solutions will post 2.43 earnings per share for the current fiscal year.

Insider Activity

In other news, major shareholder Susan Ocampo sold 150,000 shares of the company’s stock in a transaction dated Wednesday, October 15th. The shares were sold at an average price of $136.02, for a total transaction of $20,403,000.00. Following the completion of the transaction, the insider owned 2,956,606 shares of the company’s stock, valued at approximately $402,157,548.12. This represents a 4.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. In the last quarter, insiders have sold 1,395,384 shares of company stock worth $216,284,885. Insiders own 16.30% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

Several institutional investors and hedge funds have recently added to or reduced their stakes in MTSI. Advisory Services Network LLC bought a new stake in shares of MACOM Technology Solutions in the 3rd quarter worth approximately $25,000. Hantz Financial Services Inc. raised its stake in shares of MACOM Technology Solutions by 174.0% in the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after purchasing an additional 134 shares in the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 93 shares in the last quarter. Smartleaf Asset Management LLC lifted its position in MACOM Technology Solutions by 108.7% in the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 150 shares during the period. Finally, Parkside Financial Bank & Trust boosted its stake in MACOM Technology Solutions by 282.4% during the third quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after buying an additional 240 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors.

About MACOM Technology Solutions

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.