MACOM Technology Solutions (NASDAQ:MTSI) Upgraded by Wall Street Zen to “Buy” Rating

MACOM Technology Solutions (NASDAQ:MTSI) was upgraded by equities research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Saturday.

Several other analysts have also weighed in on MTSI. Truist Financial upped their price objective on MACOM Technology Solutions from $180.00 to $200.00 and gave the company a “buy” rating in a report on Friday, December 19th. Susquehanna assumed coverage on shares of MACOM Technology Solutions in a research report on Monday, December 15th. They issued a “neutral” rating and a $200.00 price target on the stock. Barclays upped their price target on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Benchmark raised their price objective on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of MACOM Technology Solutions in a report on Monday, December 29th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $174.50.

MACOM Technology Solutions Trading Up 4.3%

Shares of NASDAQ:MTSI opened at $174.87 on Friday. The company has a 50 day moving average of $171.18 and a 200-day moving average of $146.71. The company has a current ratio of 3.71, a quick ratio of 2.98 and a debt-to-equity ratio of 0.31. The firm has a market cap of $13.10 billion, a P/E ratio of -215.89, a P/E/G ratio of 3.13 and a beta of 1.43. MACOM Technology Solutions has a twelve month low of $84.00 and a twelve month high of $190.95.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. The business had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The business’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same quarter last year, the business earned $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, analysts anticipate that MACOM Technology Solutions will post 2.43 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 150,000 shares of the business’s stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $136.02, for a total transaction of $20,403,000.00. Following the sale, the insider owned 2,956,606 shares in the company, valued at approximately $402,157,548.12. The trade was a 4.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Over the last 90 days, insiders sold 1,177,908 shares of company stock valued at $187,371,182. Company insiders own 16.30% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Advisors Asset Management Inc. lifted its position in shares of MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after acquiring an additional 161 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in MACOM Technology Solutions by 9.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after purchasing an additional 13,215 shares during the period. Focus Partners Wealth lifted its holdings in shares of MACOM Technology Solutions by 121.3% in the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after purchasing an additional 3,694 shares in the last quarter. Strs Ohio purchased a new stake in shares of MACOM Technology Solutions in the first quarter valued at $3,303,000. Finally, Voya Investment Management LLC boosted its position in shares of MACOM Technology Solutions by 14.9% in the first quarter. Voya Investment Management LLC now owns 7,783 shares of the semiconductor company’s stock worth $781,000 after buying an additional 1,008 shares during the period. 76.14% of the stock is owned by hedge funds and other institutional investors.

MACOM Technology Solutions Company Profile

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.