MACOM Technology Solutions Holdings, Inc. $MTSI is Analog Century Management LP’s 10th Largest Position

Analog Century Management LP boosted its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 6.4% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 684,774 shares of the semiconductor company’s stock after purchasing an additional 41,009 shares during the quarter. MACOM Technology Solutions comprises 4.6% of Analog Century Management LP’s portfolio, making the stock its 10th largest position. Analog Century Management LP owned approximately 0.92% of MACOM Technology Solutions worth $85,248,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Group Inc. increased its position in MACOM Technology Solutions by 5.9% during the 3rd quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock valued at $879,865,000 after buying an additional 392,365 shares in the last quarter. Invesco Ltd. boosted its holdings in 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 in the last quarter. Geode Capital Management LLC grew its stake in shares of MACOM Technology Solutions by 2.5% in the second quarter. Geode Capital Management LLC now owns 1,152,581 shares of the semiconductor company’s stock worth $165,177,000 after acquiring an additional 28,257 shares during the last quarter. Wellington Management Group LLP grew its stake in shares of MACOM Technology Solutions by 180.6% in the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after acquiring an additional 634,903 shares during the last quarter. Finally, Norges Bank bought a new position in shares of MACOM Technology Solutions during the second quarter valued at $113,936,000. Institutional investors own 76.14% of the company’s stock.

Insider Transactions at MACOM Technology Solutions

In related news, major shareholder Susan Ocampo sold 261,763 shares of MACOM Technology Solutions stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total transaction of $66,600,360.09. Following the completion of the transaction, the insider directly owned 3,759,895 shares of the company’s stock, valued at approximately $956,630,084.85. The trade was a 6.51% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Geoffrey G. Ribar sold 2,244 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $253.59, for a total transaction of $569,055.96. Following the transaction, the director owned 13,410 shares in the company, valued at $3,400,641.90. The trade was a 14.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 753,113 shares of company stock worth $184,368,095. 0.36% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on MTSI shares. Susquehanna started coverage on shares of MACOM Technology Solutions in a research note on Monday, December 15th. They issued a “neutral” rating and a $200.00 price target on the stock. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Bank of America upped their target price on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. 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, Truist Financial boosted their price objective 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. Nine analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $228.27.

MACOM Technology Solutions Price Performance

Shares of MACOM Technology Solutions stock opened at $217.80 on Friday. The stock has a market cap of $16.34 billion, a price-to-earnings ratio of 102.25, a price-to-earnings-growth ratio of 4.12 and a beta of 1.41. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96. The stock has a 50 day moving average price of $224.01 and a 200-day moving average price of $176.48. MACOM Technology Solutions Holdings, Inc. has a one year low of $84.00 and a one year high of $258.98.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.99 by $0.03. The company had revenue of $271.61 million for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.79 EPS. 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 year.

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.