MACOM Technology Solutions (NASDAQ:MTSI) Sets New 1-Year High – Still a Buy?

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) hit a new 52-week high during trading on Friday . The company traded as high as $231.20 and last traded at $225.06, with a volume of 38526 shares traded. The stock had previously closed at $227.73.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on MTSI. Stifel Nicolaus upped their target price on MACOM Technology Solutions from $185.00 to $215.00 and gave the stock a “buy” rating in a report on Friday, January 16th. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. Zacks Research downgraded shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday. Truist Financial upped their target price on MACOM Technology Solutions from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Finally, Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $190.50.

MACOM Technology Solutions Price Performance

The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. The stock has a fifty day simple moving average of $188.60 and a 200-day simple moving average of $155.15. The company has a market capitalization of $16.43 billion, a price-to-earnings ratio of -270.44, a P/E/G ratio of 4.25 and a beta of 1.43.

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 during the quarter, compared to analysts’ expectations of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The business’s revenue was up 3.6% compared to the same quarter last year. During the same period in the previous year, the business 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 anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Insider Activity

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 4,372 shares of the business’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $185.63, for a total transaction of $811,574.36. Following the sale, the senior vice president directly owned 43,878 shares in the company, valued at $8,145,073.14. This represents a 9.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Ambra R. Roth sold 17,268 shares of the company’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $160.91, for a total value of $2,778,593.88. Following the sale, the senior vice president directly owned 9,837 shares in the company, valued at $1,582,871.67. This represents a 63.71% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 589,907 shares of company stock worth $104,362,167. 0.36% of the stock is owned by company insiders.

Hedge Funds Weigh In On MACOM Technology Solutions

Hedge funds have recently added to or reduced their stakes in the stock. Advisory Services Network LLC acquired a new position in MACOM Technology Solutions in the 3rd quarter valued at about $25,000. EverSource Wealth Advisors LLC lifted its position in MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 93 shares during the period. Hantz Financial Services Inc. grew its stake in shares of MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after purchasing an additional 134 shares during the last quarter. Smartleaf Asset Management LLC increased its holdings in shares of MACOM Technology Solutions by 108.7% in the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 150 shares during the period. Finally, Bayforest Capital Ltd acquired a new stake in shares of MACOM Technology Solutions during the fourth quarter worth $39,000. 76.14% of the stock is currently 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.