MACOM Technology Solutions (NASDAQ:MTSI) Director Sells $569,055.96 in Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Director Geoffrey Ribar sold 2,244 shares of the stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $253.59, for a total value of $569,055.96. Following the sale, the director directly owned 13,410 shares in the company, valued at $3,400,641.90. This trade represents a 14.33% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website.

MACOM Technology Solutions Trading Up 0.4%

Shares of NASDAQ MTSI opened at $248.12 on Monday. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $256.12. The business has a fifty day moving average price of $213.49 and a 200 day moving average price of $169.95. The stock has a market capitalization of $18.61 billion, a P/E ratio of 116.49, a price-to-earnings-growth ratio of 4.76 and a beta of 1.41. 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 earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.99 by $0.03. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The company had revenue of $271.61 million for the quarter, compared to analyst estimates of $269.02 million. During the same quarter in the previous year, the firm earned $0.79 earnings per share. The firm’s quarterly revenue was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Equities research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on MTSI. Benchmark upped their price target on MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Barclays increased their price target on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Susquehanna assumed coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They set a “neutral” rating and a $200.00 price target on the stock. 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. Finally, Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and a consensus target price of $228.27.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of large investors have recently bought and sold shares of MTSI. Vanguard Group Inc. raised its position in MACOM Technology Solutions by 2.2% during the 4th quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock worth $1,237,515,000 after buying an additional 157,343 shares during the last quarter. Invesco Ltd. increased its stake in shares of MACOM Technology Solutions by 3.2% in the second quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company’s stock worth $496,479,000 after acquiring an additional 106,004 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in shares of MACOM Technology Solutions by 7.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock worth $331,374,000 after purchasing an additional 136,262 shares during the last quarter. Alliancebernstein L.P. lifted its position in MACOM Technology Solutions by 11.7% during the third quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company’s stock valued at $186,080,000 after purchasing an additional 156,194 shares during the period. Finally, Geode Capital Management LLC boosted its holdings in MACOM Technology Solutions by 3.0% in the fourth quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock valued at $217,073,000 after purchasing an additional 37,222 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s 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.