Stephens Inc. AR Buys New Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Stephens Inc. AR purchased a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 1,600 shares of the semiconductor company’s stock, valued at approximately $229,000.

Several other institutional investors and hedge funds have also bought and sold shares of MTSI. SVB Wealth LLC acquired a new stake in MACOM Technology Solutions during the 1st quarter worth about $34,000. Allworth Financial LP boosted its stake in shares of MACOM Technology Solutions by 131.3% in the first quarter. Allworth Financial LP now owns 347 shares of the semiconductor company’s stock worth $37,000 after buying an additional 197 shares during the last quarter. Maseco LLP acquired a new stake in MACOM Technology Solutions during the second quarter worth about $48,000. Advisors Asset Management Inc. grew its holdings in MACOM Technology Solutions by 49.7% during the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after acquiring an additional 161 shares during the period. Finally, AlphaQuest LLC raised its position in MACOM Technology Solutions by 74.5% during the first quarter. AlphaQuest LLC now owns 569 shares of the semiconductor company’s stock valued at $57,000 after acquiring an additional 243 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on MTSI. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Zacks Research raised shares of MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a report on Wednesday, August 20th. Stifel Nicolaus increased their target price on shares of MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a research note on Friday, July 18th. TD Cowen assumed coverage on MACOM Technology Solutions in a research report on Wednesday, October 1st. They set a “buy” rating and a $150.00 target price on the stock. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of MACOM Technology Solutions in a research note on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $150.50.

Insider Buying and Selling

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 60,705 shares of MACOM Technology Solutions stock in a transaction on Monday, October 27th. The shares were sold at an average price of $147.02, for a total transaction of $8,924,849.10. Following the sale, the insider owned 2,710,207 shares of the company’s stock, valued at $398,454,633.14. The trade was a 2.19% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Robert Dennehy sold 4,128 shares of the company’s stock in a transaction on Thursday, October 16th. The stock was sold at an average price of $140.02, for a total transaction of $578,002.56. Following the sale, the senior vice president directly owned 6,552 shares of the company’s stock, valued at $917,411.04. The trade was a 38.65% decrease in their position. The disclosure for this sale can be found here. Insiders sold 1,419,342 shares of company stock worth $191,106,146 over the last ninety days. Corporate insiders own 16.30% of the company’s stock.

MACOM Technology Solutions Stock Up 3.9%

MTSI stock opened at $146.39 on Tuesday. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $84.00 and a 52 week high of $152.50. 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 has a 50-day simple moving average of $130.55 and a 200-day simple moving average of $127.19. The stock has a market capitalization of $10.90 billion, a P/E ratio of -144.94, a P/E/G ratio of 2.09 and a beta of 1.48.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, August 7th. The semiconductor company reported $0.90 earnings per share (EPS) for the quarter, topping 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 company had revenue of $252.08 million for the quarter, compared to analysts’ expectations of $249.89 million. During the same period in the previous year, the firm posted $0.66 EPS. MACOM Technology Solutions’s revenue was up 32.3% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS. Equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

About MACOM Technology Solutions

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.