MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $215.00

MACOM Technology Solutions (NASDAQ:MTSI) had its target price upped by Stifel Nicolaus from $185.00 to $215.00 in a research note released on Friday morning,Benzinga reports. Stifel Nicolaus currently has a buy rating on the semiconductor company’s stock.

Other equities research analysts have also recently issued reports about the stock. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Wednesday, December 31st. Benchmark lifted their price target on MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Susquehanna began coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They issued a “neutral” rating and a $200.00 price objective for the company. Finally, Needham & Company LLC lifted their target price on MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $180.50.

MACOM Technology Solutions Trading Up 0.8%

Shares of MACOM Technology Solutions stock opened at $220.68 on Friday. The stock has a market cap of $16.54 billion, a P/E ratio of -272.44, a P/E/G ratio of 4.12 and a beta of 1.43. The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31. MACOM Technology Solutions has a 12-month low of $84.00 and a 12-month high of $225.34. The business’s 50 day moving average is $176.88 and its 200-day moving average is $149.36.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The business had revenue of $261.17 million for the quarter, compared to the consensus estimate of $260.16 million. During the same period in the previous year, the company 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 predict that MACOM Technology Solutions will post 2.43 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CEO Stephen G. Daly sold 20,000 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $175.73, for a total transaction of $3,514,600.00. Following the completion of the sale, the chief executive officer directly owned 74,217 shares of the company’s stock, valued at approximately $13,042,153.41. This trade represents a 21.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, major shareholder Susan Ocampo sold 124,515 shares of the company’s stock in a transaction on Tuesday, October 28th. The shares were sold at an average price of $148.02, for a total value of $18,430,710.30. Following the completion of the transaction, the insider directly owned 2,585,692 shares in the company, valued at approximately $382,734,129.84. This represents a 4.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 831,653 shares of company stock worth $139,819,269. 16.30% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On MACOM Technology Solutions

Hedge funds have recently bought and sold shares of the business. Norges Bank bought a new stake in MACOM Technology Solutions in the 2nd quarter valued at about $113,936,000. Wellington Management Group LLP raised its position in shares of MACOM Technology Solutions by 180.6% in the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock valued at $122,802,000 after buying an additional 634,903 shares in the last quarter. Rafferty Asset Management LLC bought a new stake in shares of MACOM Technology Solutions in the third quarter valued at approximately $67,486,000. Vanguard Group Inc. grew its position in MACOM Technology Solutions by 5.9% during the third quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock worth $879,865,000 after buying an additional 392,365 shares in the last quarter. Finally, Fiera Capital Corp acquired a new stake in MACOM Technology Solutions during the second quarter worth approximately $41,744,000. 76.14% of the stock is owned by institutional investors.

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.