Thornburg Investment Management Inc. Boosts Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Thornburg Investment Management Inc. lifted its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 13.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 88,092 shares of the semiconductor company’s stock after purchasing an additional 10,195 shares during the period. Thornburg Investment Management Inc. owned about 0.12% of MACOM Technology Solutions worth $10,967,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in MTSI. Intech Investment Management LLC increased its holdings in MACOM Technology Solutions by 33.7% in the third quarter. Intech Investment Management LLC now owns 2,204 shares of the semiconductor company’s stock valued at $274,000 after buying an additional 556 shares in the last quarter. TD Asset Management Inc grew its position in shares of MACOM Technology Solutions by 135.0% during the 3rd quarter. TD Asset Management Inc now owns 269,664 shares of the semiconductor company’s stock valued at $33,570,000 after acquiring an additional 154,920 shares during the period. Counterpoint Mutual Funds LLC grew its position in shares of MACOM Technology Solutions by 38.1% during the 3rd quarter. Counterpoint Mutual Funds LLC now owns 3,989 shares of the semiconductor company’s stock valued at $497,000 after acquiring an additional 1,101 shares during the period. EverSource Wealth Advisors LLC increased its stake in shares of MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 93 shares in the last quarter. Finally, Citigroup Inc. raised its holdings in MACOM Technology Solutions by 327.2% in the 3rd quarter. Citigroup Inc. now owns 186,033 shares of the semiconductor company’s stock worth $23,159,000 after purchasing an additional 142,485 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analyst Ratings Changes

Several analysts have commented on MTSI shares. Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Barclays upped their price objective on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Susquehanna began coverage on shares of MACOM Technology Solutions in a report on Monday, December 15th. They set a “neutral” rating and a $200.00 price objective on the stock. Finally, Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $228.27.

MACOM Technology Solutions Stock Performance

MTSI opened at $253.37 on Thursday. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $84.00 and a twelve month high of $256.12. The firm has a market capitalization of $19.01 billion, a PE ratio of 118.95, a PEG ratio of 4.76 and a beta of 1.44. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. The firm’s 50-day moving average price is $210.50 and its 200 day moving average price is $167.89.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. The business had revenue of $271.61 million for the quarter, compared to analyst estimates of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The business’s revenue was up 24.5% on a year-over-year basis. During the same period last year, the company posted $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, CFO John Kober sold 7,196 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.07, for a total value of $1,749,131.72. Following the completion of the sale, the chief financial officer directly owned 48,508 shares in the company, valued at $11,790,839.56. This represents a 12.92% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Stephen G. Daly sold 20,000 shares of MACOM Technology Solutions stock in a transaction on Monday, December 1st. The stock was sold at an average price of $173.16, for a total value of $3,463,200.00. Following the transaction, the chief executive officer owned 54,217 shares in the company, valued at approximately $9,388,215.72. This represents a 26.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 739,998 shares of company stock valued at $159,200,587. Insiders own 0.36% 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.