MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives Average Rating of “Moderate Buy” from Analysts

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) have earned an average rating of “Moderate Buy” from the thirteen research firms that are covering the stock, MarketBeat Ratings reports. Four equities research analysts have rated the stock with a hold rating and nine have assigned a buy rating to the company. The average 1 year price target among analysts that have issued a report on the stock in the last year is $228.2727.

A number of research firms recently issued reports on MTSI. Bank of America lifted their target price on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Susquehanna began coverage on shares of MACOM Technology Solutions in a report on Monday, December 15th. They issued a “neutral” rating and a $200.00 price target for the company. Wall Street Zen lowered shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday. Stifel Nicolaus lifted their price objective on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Finally, Truist Financial boosted their target price on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a report on Friday, February 6th.

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $218.73 on Tuesday. The stock has a market cap of $16.41 billion, a price-to-earnings ratio of 102.69, a PEG ratio of 3.96 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 has a 12 month low of $84.00 and a 12 month high of $258.98. The stock’s 50 day moving average price is $220.32 and its 200 day moving average price is $174.57.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. During the same period last year, the company posted $0.79 EPS. The firm’s quarterly revenue was up 24.5% on a year-over-year basis. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Equities research analysts anticipate that MACOM Technology Solutions will post 2.43 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CFO John Kober sold 7,196 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was 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 directly owned 48,508 shares of the company’s stock, valued at $11,790,839.56. This trade represents a 12.92% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, major shareholder Susan Ocampo sold 261,763 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $254.43, for a total value of $66,600,360.09. Following the completion of the transaction, the insider owned 3,759,895 shares in the company, valued at $956,630,084.85. The trade was a 6.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 753,113 shares of company stock worth $184,368,095 over the last three months. Corporate insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On MACOM Technology Solutions

Several hedge funds have recently modified their holdings of MTSI. Advisors Asset Management Inc. increased its stake 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 worth $49,000 after purchasing an additional 161 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in 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 valued at $15,778,000 after buying an additional 13,215 shares in the last quarter. Focus Partners Wealth boosted its holdings 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 worth $676,000 after buying an additional 3,694 shares during the period. First Horizon Advisors Inc. increased its position in shares of MACOM Technology Solutions by 112.9% in the second quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock worth $52,000 after acquiring an additional 192 shares in the last quarter. Finally, Fox Run Management L.L.C. purchased a new position in shares of MACOM Technology Solutions in the second quarter worth approximately $508,000. 76.14% of the stock is 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.