Keybank National Association OH Decreases Stock Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Keybank National Association OH trimmed its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 49.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,417 shares of the semiconductor company’s stock after selling 3,317 shares during the period. Keybank National Association OH’s holdings in MACOM Technology Solutions were worth $425,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the business. Wedmont Private Capital boosted its position in shares of MACOM Technology Solutions by 5.4% during the third quarter. Wedmont Private Capital now owns 1,925 shares of the semiconductor company’s stock valued at $246,000 after buying an additional 99 shares during the last quarter. State of Michigan Retirement System boosted its holdings in shares of MACOM Technology Solutions by 0.7% during the 2nd quarter. State of Michigan Retirement System now owns 14,300 shares of the semiconductor company’s stock valued at $2,049,000 after acquiring an additional 100 shares during the last quarter. ProShare Advisors LLC grew its stake in shares of MACOM Technology Solutions by 4.1% in the second quarter. ProShare Advisors LLC now owns 2,638 shares of the semiconductor company’s stock worth $378,000 after acquiring an additional 105 shares during the period. Stephens Inc. AR raised its holdings in shares of MACOM Technology Solutions by 6.6% during the third quarter. Stephens Inc. AR now owns 1,705 shares of the semiconductor company’s stock valued at $212,000 after purchasing an additional 105 shares during the last quarter. Finally, Bessemer Group Inc. lifted its position in MACOM Technology Solutions by 44.0% during the second quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock valued at $50,000 after purchasing an additional 106 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ MTSI opened at $227.80 on Friday. The stock has a market cap of $17.09 billion, a PE ratio of -281.23, a price-to-earnings-growth ratio of 4.01 and a beta of 1.44. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $236.80. The firm has a fifty day moving average price of $193.20 and a 200-day moving average price of $157.39. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million for 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 for the quarter was up 24.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Equities analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the stock. Needham & Company LLC boosted their target price on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Barclays increased their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Jefferies Financial Group boosted their price target on MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research note on Monday. Benchmark increased their price objective on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Finally, Stifel Nicolaus raised their price objective on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the stock a “buy” rating in a report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $196.82.

Insiders Place Their Bets

In related news, CEO Stephen G. Daly sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $173.16, for a total value of $3,463,200.00. Following the transaction, the chief executive officer directly owned 54,217 shares of the company’s stock, valued at approximately $9,388,215.72. The trade was a 26.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Charles R. Bland sold 4,000 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $165.00, for a total value of $660,000.00. Following the completion of the transaction, the director owned 15,362 shares of the company’s stock, valued at $2,534,730. The trade was a 20.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 519,964 shares of company stock worth $99,832,735 over the last quarter. Company insiders own 0.36% of the company’s stock.

Trending Headlines about 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.