MACOM Technology Solutions (NASDAQ:MTSI) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of MACOM Technology Solutions (NASDAQ:MTSI) from a hold rating to a buy rating in a research note published on Saturday morning.

Several other equities research analysts have also commented on MTSI. Barclays boosted their price objective on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. TD Cowen boosted their price target on MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Needham & Company LLC raised their price objective on MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Benchmark lifted 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 note on Friday, November 7th. Finally, Truist Financial upped their target price on shares of MACOM Technology Solutions from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $174.50.

MACOM Technology Solutions Price Performance

Shares of MTSI opened at $197.55 on Friday. The business’s 50-day moving average is $172.13 and its two-hundred day moving average is $147.20. The company has a market capitalization of $14.80 billion, a P/E ratio of -243.89, a P/E/G ratio of 3.26 and a beta of 1.43. MACOM Technology Solutions has a fifty-two week low of $84.00 and a fifty-two week high of $199.56. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The firm had revenue of $261.17 million for the quarter, compared to the consensus estimate 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 company’s revenue was up 3.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Research analysts predict that MACOM Technology Solutions will post 2.43 earnings per share for the current year.

Insider Buying and Selling

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 150,000 shares of the business’s stock in a transaction dated Wednesday, October 15th. The shares were sold at an average price of $136.02, for a total value of $20,403,000.00. Following the transaction, the insider directly owned 2,956,606 shares in the company, valued at $402,157,548.12. The trade was a 4.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders have sold 1,124,804 shares of company stock worth $180,306,757 over the last quarter. 16.30% of the stock is owned by insiders.

Institutional Trading of MACOM Technology Solutions

Several institutional investors have recently made changes to their positions in the company. SG Americas Securities LLC grew its position in MACOM Technology Solutions by 33.9% in the fourth quarter. SG Americas Securities LLC now owns 54,033 shares of the semiconductor company’s stock worth $9,255,000 after acquiring an additional 13,668 shares during the period. Assenagon Asset Management S.A. lifted its stake in shares of MACOM Technology Solutions by 577.1% in the 4th quarter. Assenagon Asset Management S.A. now owns 172,823 shares of the semiconductor company’s stock valued at $29,601,000 after purchasing an additional 147,299 shares during the last quarter. Wedmont Private Capital lifted its stake in shares of MACOM Technology Solutions by 15.8% in the 4th quarter. Wedmont Private Capital now owns 2,229 shares of the semiconductor company’s stock valued at $380,000 after purchasing an additional 304 shares during the last quarter. Park Avenue Securities LLC grew its holdings in shares of MACOM Technology Solutions by 3.7% during the 4th quarter. Park Avenue Securities LLC now owns 5,953 shares of the semiconductor company’s stock worth $1,020,000 after purchasing an additional 212 shares during the period. Finally, GAMMA Investing LLC increased its position in shares of MACOM Technology Solutions by 19.2% during the 4th quarter. GAMMA Investing LLC now owns 2,360 shares of the semiconductor company’s stock worth $404,000 after purchasing an additional 380 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.