MACOM Technology Solutions (NASDAQ:MTSI) Now Covered by BMO Capital Markets

Investment analysts at BMO Capital Markets started coverage on shares of MACOM Technology Solutions (NASDAQ:MTSI) in a note issued to investors on Friday,Benzinga reports. The brokerage set a “market perform” rating and a $335.00 price target on the semiconductor company’s stock. BMO Capital Markets’ target price points to a potential upside of 25.85% from the stock’s current price.

Several other research analysts have also issued reports on MTSI. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, August 5th. Barclays upped their price target on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, May 22nd. JPMorgan Chase & Co. lifted their price objective on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Needham & Company LLC boosted their target price on MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Finally, Truist Financial raised their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $341.25.

MACOM Technology Solutions Price Performance

MTSI stock opened at $266.18 on Friday. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. MACOM Technology Solutions has a 52 week low of $120.73 and a 52 week high of $418.90. The company has a fifty day simple moving average of $312.93 and a two-hundred day simple moving average of $292.09. The firm has a market capitalization of $20.33 billion, a P/E ratio of 85.59, a price-to-earnings-growth ratio of 1.55 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping the consensus estimate of $1.35 by $0.05. The company had revenue of $342.24 million during the quarter, compared to analyst estimates of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The firm’s revenue was up 35.8% on a year-over-year basis. During the same quarter last year, the business posted $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Analysts anticipate that MACOM Technology Solutions will post 4.12 earnings per share for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In related news, SVP Donghyun Thomas Hwang sold 2,620 shares of the stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the transaction, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This represents a 8.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of the company’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the sale, the chief executive officer directly owned 38,389 shares of the company’s stock, valued at $14,040,776.75. The trade was a 29.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 25,837 shares of company stock valued at $9,204,236 over the last quarter. 0.36% of the stock is currently owned by insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of hedge funds have recently modified their holdings of MTSI. Advisory Services Network LLC purchased a new stake in shares of MACOM Technology Solutions during the 3rd quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC purchased a new stake in MACOM Technology Solutions in the 4th quarter valued at about $30,000. GHP Investment Advisors Inc. purchased a new position in MACOM Technology Solutions during the first quarter worth about $31,000. Bayforest Capital Ltd acquired a new stake in shares of MACOM Technology Solutions during the fourth quarter valued at about $39,000. Finally, Clearstead Advisors LLC lifted its holdings in shares of MACOM Technology Solutions by 156.5% in the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 144 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.