Coldstream Capital Management Inc. Has $494,000 Stock Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Coldstream Capital Management Inc. boosted its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 15.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 3,450 shares of the semiconductor company’s stock after purchasing an additional 459 shares during the quarter. Coldstream Capital Management Inc.’s holdings in MACOM Technology Solutions were worth $494,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Hantz Financial Services Inc. grew its position in shares of MACOM Technology Solutions by 174.0% during the 2nd 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 bought a new position in MACOM Technology Solutions during the first quarter worth $34,000. Maseco LLP acquired a new stake in MACOM Technology Solutions in the second quarter worth $48,000. Advisors Asset Management Inc. grew its holdings in MACOM Technology Solutions by 49.7% in the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after purchasing an additional 161 shares during the period. Finally, Bessemer Group Inc. increased its stake in MACOM Technology Solutions by 44.0% in the second quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock valued at $50,000 after purchasing an additional 106 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors.

Insider Buying and Selling at MACOM Technology Solutions

In other news, major shareholder Susan Ocampo sold 150,424 shares of the firm’s stock in a transaction that occurred on Monday, September 15th. The shares were sold at an average price of $132.43, for a total transaction of $19,920,650.32. Following the completion of the sale, the insider owned 3,584,621 shares in the company, valued at $474,711,359.03. This trade represents a 4.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Over the last ninety days, insiders have sold 1,817,447 shares of company stock worth $254,851,554. 16.30% of the stock is owned by corporate insiders.

MACOM Technology Solutions Trading Up 1.3%

Shares of MACOM Technology Solutions stock opened at $168.06 on Friday. The firm has a market cap of $12.59 billion, a PE ratio of -166.40, a P/E/G ratio of 2.26 and a beta of 1.52. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $179.38. 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 fifty day moving average price of $144.89 and a 200-day moving average price of $135.95.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results 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. MACOM Technology Solutions had a negative net margin of 7.71% and a positive return on equity of 14.02%. The company had revenue of $261.17 million during the quarter, compared to analyst estimates of $260.16 million. During the same quarter in the prior year, the business earned $0.73 earnings per share. The firm’s revenue for the quarter was up 3.6% on a year-over-year basis. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on MTSI. Truist Financial reissued a “buy” rating and set a $180.00 price objective (up previously from $158.00) on shares of MACOM Technology Solutions in a research report on Friday, November 7th. Weiss Ratings reaffirmed 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 note on Saturday, October 11th. TD Cowen boosted their price objective on MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. Finally, Needham & Company LLC increased their target price on MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $169.44.

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.