Amundi Takes Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Amundi bought a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 58,090 shares of the semiconductor company’s stock, valued at approximately $5,354,000. Amundi owned approximately 0.08% of MACOM Technology Solutions as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in MTSI. Captrust Financial Advisors increased its position in MACOM Technology Solutions by 66.4% in the fourth quarter. Captrust Financial Advisors now owns 8,005 shares of the semiconductor company’s stock worth $1,040,000 after purchasing an additional 3,193 shares during the period. Millennium Management LLC raised its holdings in MACOM Technology Solutions by 14.8% during the 4th quarter. Millennium Management LLC now owns 850,687 shares of the semiconductor company’s stock worth $110,513,000 after purchasing an additional 109,529 shares during the last quarter. Nuveen Asset Management LLC raised its holdings in MACOM Technology Solutions by 129.4% during the 4th quarter. Nuveen Asset Management LLC now owns 328,081 shares of the semiconductor company’s stock worth $42,621,000 after purchasing an additional 185,075 shares during the last quarter. Nissay Asset Management Corp Japan ADV raised its holdings in MACOM Technology Solutions by 3.7% during the 4th quarter. Nissay Asset Management Corp Japan ADV now owns 15,513 shares of the semiconductor company’s stock worth $2,072,000 after purchasing an additional 554 shares during the last quarter. Finally, Quantinno Capital Management LP raised its holdings in MACOM Technology Solutions by 63.1% during the 4th quarter. Quantinno Capital Management LP now owns 3,679 shares of the semiconductor company’s stock worth $478,000 after purchasing an additional 1,424 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Zacks Research raised MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a report on Wednesday, August 20th. Bank of America boosted their price objective on MACOM Technology Solutions from $140.00 to $160.00 and gave the stock a “buy” rating in a report on Tuesday, June 24th. Stifel Nicolaus boosted their price objective on MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a report on Friday, July 18th. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Sunday, July 20th. Finally, Truist Financial raised their target price on MACOM Technology Solutions from $136.00 to $154.00 and gave the stock a “buy” rating in a report on Monday, July 7th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $146.13.

MACOM Technology Solutions Trading Up 1.5%

NASDAQ:MTSI opened at $131.70 on Thursday. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $84.00 and a fifty-two week high of $152.50. The company has a debt-to-equity ratio of 0.32, a current ratio of 3.83 and a quick ratio of 3.10. The stock has a market capitalization of $9.81 billion, a PE ratio of -130.40, a price-to-earnings-growth ratio of 2.46 and a beta of 1.49. The business’s 50-day simple moving average is $132.77 and its 200-day simple moving average is $120.82.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, August 7th. The semiconductor company reported $0.90 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The business had revenue of $252.08 million for the quarter, compared to analysts’ expectations of $249.89 million. During the same quarter in the previous year, the business posted $0.66 EPS. MACOM Technology Solutions’s revenue for the quarter was up 32.3% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS. Sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Insider Activity at MACOM Technology Solutions

In other MACOM Technology Solutions news, Director Jihye Whang Rosenband sold 800 shares of the business’s stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $123.81, for a total value of $99,048.00. Following the sale, the director owned 7,189 shares in the company, valued at approximately $890,070.09. The trade was a 10.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Donghyun Thomas Hwang sold 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, July 22nd. The shares were sold at an average price of $137.40, for a total value of $687,000.00. Following the completion of the sale, the senior vice president owned 30,779 shares in the company, valued at $4,229,034.60. The trade was a 13.97% decrease in their position. The disclosure for this sale can be found here. Insiders sold 174,256 shares of company stock valued at $22,948,632 over the last ninety days. Company insiders own 16.30% 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.