Emerald Advisers LLC Sells 39,563 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Emerald Advisers LLC lessened its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 21.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 143,085 shares of the semiconductor company’s stock after selling 39,563 shares during the period. Emerald Advisers LLC owned about 0.19% of MACOM Technology Solutions worth $17,813,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Hantz Financial Services Inc. raised its holdings in MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after acquiring an additional 134 shares during the last quarter. Maseco LLP purchased a new stake in MACOM Technology Solutions during the 2nd quarter valued at $48,000. Bessemer Group Inc. increased its holdings in shares of MACOM Technology Solutions by 44.0% in the 2nd quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock worth $50,000 after purchasing an additional 106 shares in the last quarter. First Horizon Advisors Inc. raised its stake in shares of MACOM Technology Solutions by 112.9% in the second quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock worth $52,000 after purchasing an additional 192 shares during the last quarter. Finally, Advisors Asset Management Inc. lifted its holdings in shares of MACOM Technology Solutions by 49.7% during the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after purchasing an additional 161 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Needham & Company LLC lifted their price objective on MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. TD Cowen raised their price target on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. Bank of America boosted their price objective on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday. Stifel Nicolaus increased their price objective on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a research report on Friday, January 16th. Finally, Susquehanna started coverage on shares of MACOM Technology Solutions in a research report on Monday, December 15th. They issued a “neutral” rating and a $200.00 target price for the company. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average target price of $190.50.

Insider Buying and Selling at MACOM Technology Solutions

In other news, major shareholder Susan Ocampo sold 124,515 shares of MACOM Technology Solutions stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $148.02, for a total transaction of $18,430,710.30. Following the transaction, the insider directly owned 2,585,692 shares of the company’s stock, valued at $382,734,129.84. The trade was a 4.59% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Stephen G. Daly sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $175.73, for a total value of $3,514,600.00. Following the transaction, the chief executive officer 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 829,791 shares of company stock worth $139,556,727 over the last quarter. 16.30% of the stock is owned by company insiders.

MACOM Technology Solutions Stock Performance

MTSI opened at $226.25 on Thursday. The company’s 50 day moving average is $179.86 and its 200 day moving average is $151.01. 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 company has a market cap of $16.97 billion, a price-to-earnings ratio of -279.32, a PEG ratio of 4.13 and a beta of 1.43. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $228.24.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results 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 during the quarter, compared to analysts’ expectations 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 firm’s revenue was up 3.6% on a year-over-year basis. During the same period in the prior year, the company earned $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. On average, equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

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.