Strs Ohio Boosts Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Strs Ohio boosted its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 4.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 54,016 shares of the semiconductor company’s stock after buying an additional 2,403 shares during the period. Strs Ohio’s holdings in MACOM Technology Solutions were worth $9,252,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. Advisory Services Network LLC purchased a new stake in MACOM Technology Solutions during the third quarter worth $25,000. EverSource Wealth Advisors LLC increased its position in shares of MACOM Technology Solutions by 75.6% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares in the last quarter. Bayforest Capital Ltd acquired a new position in shares of MACOM Technology Solutions during the fourth quarter worth $39,000. Smartleaf Asset Management LLC increased its position in shares of MACOM Technology Solutions by 108.7% during 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 in the last quarter. Finally, Parkside Financial Bank & Trust increased its position in shares of 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 purchasing an additional 240 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the company. JPMorgan Chase & Co. upped their price target on MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Needham & Company LLC reaffirmed a “buy” rating and set a $250.00 price target on shares of MACOM Technology Solutions in a research report on Friday, February 6th. Loop Capital assumed coverage on MACOM Technology Solutions in a research report on Friday, April 10th. They set a “buy” rating and a $300.00 price target on the stock. Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. Finally, Wall Street Zen downgraded MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $251.45.

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $291.47 on Tuesday. The firm has a market capitalization of $21.86 billion, a price-to-earnings ratio of 136.84, a price-to-earnings-growth ratio of 4.72 and a beta of 1.60. The company has a debt-to-equity ratio of 0.30, a current ratio of 3.96 and a quick ratio of 3.18. The business has a fifty day moving average of $244.61 and a 200 day moving average of $205.85. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $109.09 and a 1 year high of $299.82.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The firm’s quarterly revenue was up 24.5% on a year-over-year basis. During the same quarter last year, the business posted $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.2 earnings per share for the current year.

Insider Transactions at MACOM Technology Solutions

In related news, COO Robert Dennehy sold 18,398 shares of the firm’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $245.25, for a total value of $4,512,109.50. Following the completion of the transaction, the chief operating officer owned 12,864 shares in the company, valued at $3,154,896. This trade represents a 58.85% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Donghyun Thomas Hwang sold 3,718 shares of the firm’s stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $276.74, for a total value of $1,028,919.32. Following the completion of the transaction, the senior vice president owned 34,886 shares of the company’s stock, valued at $9,654,351.64. This trade represents a 9.63% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 651,557 shares of company stock worth $161,175,774. Insiders own 0.36% of the company’s stock.

MACOM Technology Solutions 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.