Citigroup Inc. Buys 142,485 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Citigroup Inc. increased its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 327.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 186,033 shares of the semiconductor company’s stock after purchasing an additional 142,485 shares during the period. Citigroup Inc. owned 0.25% of MACOM Technology Solutions worth $23,159,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the company. Hantz Financial Services Inc. raised its position in shares of MACOM Technology Solutions by 174.0% during the second 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. Smartleaf Asset Management LLC increased its position in MACOM Technology Solutions by 108.7% in the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 150 shares during the period. Parkside Financial Bank & Trust lifted its position in MACOM Technology Solutions by 282.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 240 shares during the period. Bessemer Group Inc. lifted its position in MACOM Technology Solutions by 44.0% during the 2nd 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. Finally, First Horizon Advisors Inc. boosted its stake in shares of MACOM Technology Solutions by 112.9% in the 2nd quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock valued at $52,000 after purchasing an additional 192 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors.

MACOM Technology Solutions Stock Performance

MTSI opened at $247.11 on Friday. The company has a market capitalization of $18.54 billion, a price-to-earnings ratio of 116.01, a P/E/G ratio of 4.86 and a beta of 1.44. The business’s 50-day moving average price is $212.02 and its two-hundred day moving average price is $168.44. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $256.12. The company has a debt-to-equity ratio of 0.30, a current ratio of 3.96 and a quick ratio of 3.18.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. The business had revenue of $271.61 million during the quarter, compared to the consensus estimate of $269.02 million. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.MACOM Technology Solutions’s quarterly revenue was up 24.5% on a year-over-year basis. During the same period last year, the company earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Equities analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Analysts Set New Price Targets

MTSI has been the subject of a number of recent research reports. Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Benchmark lifted their target price on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Barclays raised their price target on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Stifel Nicolaus upped their price objective on MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a report on Friday, February 6th. Finally, Zacks Research cut MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $228.27.

Insider Transactions at MACOM Technology Solutions

In related news, SVP Donghyun Thomas Hwang sold 5,274 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $226.06, for a total transaction of $1,192,240.44. Following the completion of the transaction, the senior vice president owned 38,604 shares in the company, valued at approximately $8,726,820.24. This represents a 12.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO John Kober sold 7,196 shares of MACOM Technology Solutions stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.07, for a total transaction of $1,749,131.72. Following the completion of the sale, the chief financial officer owned 48,508 shares in the company, valued at $11,790,839.56. The trade was a 12.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,055,270 shares of company stock valued at $239,182,477 over the last 90 days. 0.36% of the stock is owned by corporate insiders.

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.