15,399 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Bought by EFG Asset Management North America Corp.

EFG Asset Management North America Corp. bought a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 15,399 shares of the semiconductor company’s stock, valued at approximately $1,917,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Advisors Asset Management Inc. lifted its holdings 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 buying an additional 161 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in MACOM Technology Solutions by 9.2% in the first 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 acquiring an additional 13,215 shares during the period. Focus Partners Wealth boosted its position in MACOM Technology Solutions by 121.3% in the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after purchasing an additional 3,694 shares in the last quarter. Wealth Enhancement Advisory Services LLC acquired a new stake in shares of MACOM Technology Solutions during the 2nd quarter worth approximately $265,000. Finally, Fifth Third Bancorp grew its stake in shares of MACOM Technology Solutions by 17.9% during the 2nd quarter. Fifth Third Bancorp now owns 757 shares of the semiconductor company’s stock worth $108,000 after purchasing an additional 115 shares during the period. 76.14% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on MTSI shares. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Truist Financial upped their price objective on shares of MACOM Technology Solutions from $180.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Barclays raised their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Stifel Nicolaus increased their price target on MACOM Technology Solutions from $185.00 to $215.00 and gave the stock a “buy” rating in a research report on Friday, January 16th. Finally, Bank of America raised their price objective on MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $190.50.

MACOM Technology Solutions Price Performance

NASDAQ:MTSI opened at $219.20 on Wednesday. The stock has a 50 day moving average of $184.64 and a two-hundred day moving average of $153.44. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $84.00 and a 12 month high of $230.82. The firm has a market cap of $16.44 billion, a P/E ratio of -270.61, a price-to-earnings-growth ratio of 4.08 and a beta of 1.43. The company has a current ratio of 3.71, a quick ratio of 2.98 and a debt-to-equity ratio of 0.31.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The firm had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. During the same period in the previous year, the company posted $0.73 earnings per share. The business’s revenue 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. On average, analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, Director Charles R. Bland sold 4,000 shares of the firm’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $165.00, for a total value of $660,000.00. Following the transaction, the director directly owned 15,362 shares of the company’s stock, valued at approximately $2,534,730. This trade represents a 20.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, major shareholder Susan Ocampo sold 121,067 shares of the business’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the transaction, the insider owned 4,478,323 shares in the company, valued at $851,194,852.61. The trade was a 2.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 589,907 shares of company stock valued at $104,362,167. 0.36% of the stock is owned by company insiders.

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.