Alliancebernstein L.P. Has $186.08 Million Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Alliancebernstein L.P. increased its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 11.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,494,736 shares of the semiconductor company’s stock after purchasing an additional 156,194 shares during the quarter. Alliancebernstein L.P. owned approximately 2.01% of MACOM Technology Solutions worth $186,080,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Advisors Asset Management Inc. lifted its stake in MACOM Technology Solutions by 49.7% during the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after purchasing an additional 161 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of MACOM Technology Solutions by 9.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock worth $15,778,000 after buying an additional 13,215 shares during the period. Focus Partners Wealth grew its position in MACOM Technology Solutions by 121.3% in the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after acquiring an additional 3,694 shares during the period. ProShare Advisors LLC raised its stake in MACOM Technology Solutions by 4.1% during 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 in the last quarter. Finally, Vise Technologies Inc. bought a new position in MACOM Technology Solutions during the 2nd quarter valued at about $274,000. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance

Shares of MTSI stock opened at $224.92 on Tuesday. The firm’s 50 day moving average price is $225.10 and its two-hundred day moving average price is $177.79. The stock has a market cap of $16.87 billion, a PE ratio of 105.60, a PEG ratio of 3.62 and a beta of 1.41. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $258.98. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly 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 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%.The firm’s quarterly revenue was up 24.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Stifel Nicolaus boosted their target price on MACOM Technology Solutions from $215.00 to $255.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Truist Financial raised their price target on MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a report on Friday, February 6th. Bank of America boosted their price objective on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Benchmark increased their target price on MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Finally, Zacks Research lowered shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $228.27.

Insiders Place Their Bets

In other MACOM Technology Solutions news, CFO John Kober sold 7,196 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.07, for a total value of $1,749,131.72. Following the completion of the transaction, the chief financial officer directly owned 48,508 shares of the company’s stock, valued at approximately $11,790,839.56. The trade was a 12.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Donghyun Thomas Hwang sold 5,274 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $226.06, for a total value of $1,192,240.44. Following the sale, the senior vice president directly owned 38,604 shares of the company’s stock, valued at approximately $8,726,820.24. The trade was a 12.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 753,113 shares of company stock valued at $184,368,095. Insiders own 0.36% of the company’s stock.

MACOM Technology Solutions 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.