New York State Common Retirement Fund Grows Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

New York State Common Retirement Fund increased its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 37.1% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 341,173 shares of the semiconductor company’s stock after buying an additional 92,300 shares during the period. New York State Common Retirement Fund owned about 0.46% of MACOM Technology Solutions worth $48,887,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Hantz Financial Services Inc. lifted its position 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 acquiring an additional 134 shares in the last quarter. Maseco LLP purchased a new stake in shares of MACOM Technology Solutions during the second quarter worth about $48,000. SVB Wealth LLC bought a new stake in MACOM Technology Solutions during the 1st quarter valued at approximately $34,000. Bessemer Group Inc. lifted its holdings in MACOM Technology Solutions by 44.0% in the 2nd quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock worth $50,000 after purchasing an additional 106 shares in the last quarter. Finally, First Horizon Advisors Inc. lifted its holdings in MACOM Technology Solutions by 112.9% in the 2nd quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock worth $52,000 after purchasing an additional 192 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on MTSI shares. Barclays increased their price objective on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Needham & Company LLC upped their target price on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. TD Cowen raised their target price on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Weiss Ratings reiterated a “sell (d+)” rating on shares of MACOM Technology Solutions in a research note on Wednesday, October 8th. Finally, Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, October 11th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $169.44.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $175.17 on Friday. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $179.38. The company has a quick ratio of 3.10, a current ratio of 3.83 and a debt-to-equity ratio of 0.32. The firm’s fifty day moving average is $145.85 and its 200 day moving average is $136.40. The company has a market cap of $13.13 billion, a price-to-earnings ratio of -173.44, a PEG ratio of 2.26 and a beta of 1.52.

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, topping analysts’ consensus estimates of $0.93 by $0.01. The business had revenue of $261.17 million during the quarter, compared to analysts’ expectations of $260.16 million. MACOM Technology Solutions had a negative net margin of 7.71% and a positive return on equity of 14.02%. The business’s revenue was up 3.6% on a year-over-year basis. During the same period last year, the company posted $0.73 EPS. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Sell-side analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Insider Buying and Selling

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 150,424 shares of the company’s stock in a transaction that occurred on Monday, September 15th. The stock was sold at an average price of $132.43, for a total transaction of $19,920,650.32. Following the sale, the insider directly owned 3,584,621 shares in the company, valued at $474,711,359.03. This represents a 4.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Insiders sold a total of 1,817,447 shares of company stock valued at $254,851,554 in the last ninety days. Company insiders own 16.30% of the company’s stock.

MACOM Technology Solutions Profile

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.