TD Cowen Forecasts Strong Price Appreciation for MACOM Technology Solutions (NASDAQ:MTSI) Stock

MACOM Technology Solutions (NASDAQ:MTSI) had its price target lifted by equities researchers at TD Cowen from $150.00 to $190.00 in a report issued on Friday, Marketbeat.com reports. The firm presently has a “buy” rating on the semiconductor company’s stock. TD Cowen’s price target indicates a potential upside of 14.10% from the stock’s current price.

Several other equities analysts have also weighed in on MTSI. Zacks Research upgraded shares of MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a report on Wednesday, August 20th. Weiss Ratings reissued a “sell (d+)” rating on shares of MACOM Technology Solutions in a research note on Wednesday, October 8th. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. Benchmark boosted their target price on MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a research note on Friday. Finally, Stifel Nicolaus upped their price objective on shares of MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a research report on Friday, July 18th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and an average price target of $166.56.

MACOM Technology Solutions Stock Performance

NASDAQ:MTSI traded down $0.40 during mid-day trading on Friday, hitting $166.52. The stock had a trading volume of 343,616 shares, compared to its average volume of 826,756. The company has a current ratio of 3.83, a quick ratio of 3.10 and a debt-to-equity ratio of 0.32. MACOM Technology Solutions has a 52 week low of $84.00 and a 52 week high of $169.23. The company has a 50 day simple moving average of $134.55 and a 200-day simple moving average of $129.93. The stock has a market capitalization of $12.40 billion, a price-to-earnings ratio of -165.97, a P/E/G ratio of 2.26 and a beta of 1.52.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.01. The business had revenue of $261.17 million during the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The company’s revenue was up 3.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. On average, research analysts expect that MACOM Technology Solutions will post 2.43 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, major shareholder Susan Ocampo sold 150,424 shares of the business’s stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $132.43, for a total value of $19,920,650.32. Following the sale, the insider directly owned 3,584,621 shares in the company, valued at approximately $474,711,359.03. The trade was a 4.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders sold 1,552,712 shares of company stock valued at $210,885,098 in the last 90 days. Corporate insiders own 16.30% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Hantz Financial Services Inc. increased its position in MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after buying an additional 134 shares during the period. SVB Wealth LLC purchased a new stake in shares of MACOM Technology Solutions in the first quarter valued at approximately $34,000. Smartleaf Asset Management LLC increased its holdings in shares of MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 150 shares in the last quarter. Allworth Financial LP boosted its stake in shares of MACOM Technology Solutions by 131.3% during the 1st quarter. Allworth Financial LP now owns 347 shares of the semiconductor company’s stock worth $37,000 after acquiring an additional 197 shares in the last quarter. Finally, Parkside Financial Bank & Trust raised its stake in shares of MACOM Technology Solutions by 282.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after buying an additional 240 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 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.