MACOM Technology Solutions (NASDAQ:MTSI) Trading 7.3% Higher – Should You Buy?

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI)’s share price shot up 7.3% during trading on Monday . The stock traded as high as $235.94 and last traded at $235.00. 501,050 shares traded hands during trading, a decline of 66% from the average session volume of 1,472,216 shares. The stock had previously closed at $219.06.

Analysts Set New Price Targets

A number of brokerages have recently commented on MTSI. Bank of America lifted their price target on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Stifel Nicolaus increased their price target on MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a report on Friday, January 16th. Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. TD Cowen upped their price objective on MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Finally, Truist Financial boosted their price target on MACOM Technology Solutions from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, December 19th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $190.50.

MACOM Technology Solutions Trading Up 5.4%

The stock has a market capitalization of $17.31 billion, a PE ratio of -285.18, a PEG ratio of 4.09 and a beta of 1.44. The stock’s 50 day moving average price is $188.60 and its 200-day moving average price is $155.28. The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.01. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The company had revenue of $261.17 million during the quarter, compared to the consensus estimate of $260.16 million. During the same quarter in the prior year, the firm posted $0.73 EPS. MACOM Technology Solutions’s quarterly revenue 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. On average, sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Insider Buying and Selling

In other MACOM Technology Solutions news, Director Charles R. Bland sold 4,000 shares of the business’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $165.00, for a total value of $660,000.00. Following the sale, the director owned 15,362 shares in the company, valued at $2,534,730. The trade was a 20.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Ambra R. Roth sold 17,268 shares of MACOM Technology Solutions stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $160.91, for a total value of $2,778,593.88. Following the completion of the sale, the senior vice president directly owned 9,837 shares in the company, valued at $1,582,871.67. This trade represents a 63.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 589,907 shares of company stock worth $104,362,167 in the last 90 days. 0.36% of the stock is owned by company insiders.

Hedge Funds Weigh In On MACOM Technology Solutions

Several institutional investors have recently bought and sold shares of MTSI. Advisors Asset Management Inc. raised its position in shares of MACOM Technology Solutions by 49.7% during the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after buying an additional 161 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in MACOM Technology Solutions by 9.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after purchasing an additional 13,215 shares during the period. Focus Partners Wealth lifted its stake in shares of MACOM Technology Solutions by 121.3% in the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after purchasing an additional 3,694 shares during the last quarter. Wealth Enhancement Advisory Services LLC bought a new stake in shares of MACOM Technology Solutions in the 2nd quarter valued at approximately $265,000. Finally, Truist Financial Corp increased its position in shares of MACOM Technology Solutions by 1.2% during the 2nd quarter. Truist Financial Corp now owns 38,062 shares of the semiconductor company’s stock valued at $5,454,000 after purchasing an additional 449 shares during the last quarter. 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.