Donghyun Thomas Hwang Sells 5,274 Shares of MACOM Technology Solutions (NASDAQ:MTSI) Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) SVP Donghyun Thomas Hwang sold 5,274 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $226.06, for a total value of $1,192,240.44. Following the completion of the sale, the senior vice president directly owned 38,604 shares of the company’s stock, valued at approximately $8,726,820.24. This represents a 12.02% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Donghyun Thomas Hwang also recently made the following trade(s):

• On Thursday, December 4th, Donghyun Thomas Hwang sold 4,372 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $185.63, for a total value of $811,574.36.
• On Wednesday, November 19th, Donghyun Thomas Hwang sold 3,789 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $161.09, for a total value of $610,370.01.

MACOM Technology Solutions Trading Up 5.9%

Shares of MTSI stock opened at $227.80 on Friday. 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 Holdings, Inc. has a twelve month low of $84.00 and a twelve month high of $236.80. The company’s 50-day moving average price is $193.20 and its 200-day moving average price is $157.39. The stock has a market cap of $17.09 billion, a price-to-earnings ratio of -281.23, a PEG ratio of 4.01 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.99 by $0.03. The firm had revenue of $271.61 million during the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. MACOM Technology Solutions’s revenue was up 24.5% compared to the same quarter last year. During the same period last year, the business earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Hedge Funds Weigh In On MACOM Technology Solutions

Hedge funds have recently bought and sold shares of the company. Advisors Asset Management Inc. grew its position in 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 lifted its position in shares of MACOM Technology Solutions by 9.2% during 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 worth $15,778,000 after purchasing an additional 13,215 shares in the last quarter. Focus Partners Wealth boosted its stake 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 during the period. Wealth Enhancement Advisory Services LLC acquired a new position in shares of MACOM Technology Solutions in the second quarter valued at approximately $265,000. Finally, Truist Financial Corp increased its stake in MACOM Technology Solutions by 1.2% during the 2nd quarter. Truist Financial Corp now owns 38,062 shares of the semiconductor company’s stock worth $5,454,000 after buying an additional 449 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

Wall Street Analysts Forecast Growth

MTSI has been the subject of several recent analyst reports. Stifel Nicolaus lifted their target price on MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a research report on Friday, January 16th. Bank of America increased their price target on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Barclays boosted their price objective 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 upped their target price 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, Needham & Company LLC lifted their price target on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a research report on Thursday, November 6th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $196.82.

Key Stories Impacting MACOM Technology Solutions

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Quarterly beat — MACOM reported $1.02 EPS, above the $0.99 consensus, and revenue of $271.6M (up ~24.5% YoY), showing solid top- and bottom-line execution. M/A-Com (MTSI) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Raised guidance — Management set Q2 FY2026 EPS guidance of $1.050–1.090 (consensus ~$0.93) and revenue guidance $281M–$289M (vs. consensus ~$275M), signaling stronger near-term demand. See the company release for details. MACOM Reports Fiscal First Quarter 2026 Financial Results
• Positive Sentiment: Analyst bullishness — Several analysts raised targets (Jefferies, BofA and others), including a notable price-target lift reported in the press, supporting upside sentiment. MACOM price target increased
• Neutral Sentiment: Company materials — The full earnings release and conference call are available for investors seeking detail on segment trends, margin drivers and backlog. View Press Release Listen to Conference Call
• Neutral Sentiment: Sector backdrop — Broader semiconductor/AI and data-center demand themes are lifting peers and help justify higher expectations for MACOM, per recent sector commentary. What’s in Store for These 3 Semiconductor Stocks
• Negative Sentiment: Insider selling — An SVP sold ~5,274 shares (~$1.19M) recently; while common and not uncommon after run-ups, insider sales can temper sentiment for some investors. SVP Sells $1,192,240.44 in Stock

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.