Assenagon Asset Management S.A. Increases Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Assenagon Asset Management S.A. grew its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 577.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 172,823 shares of the semiconductor company’s stock after buying an additional 147,299 shares during the period. Assenagon Asset Management S.A. owned approximately 0.23% of MACOM Technology Solutions worth $29,601,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Merit Financial Group LLC increased its position in shares of MACOM Technology Solutions by 3.9% during the third quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock valued at $228,000 after acquiring an additional 68 shares in the last quarter. Larson Financial Group LLC lifted its position in MACOM Technology Solutions by 19.4% in the 3rd quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock valued at $52,000 after acquiring an additional 68 shares in the last quarter. EverSource Wealth Advisors LLC lifted its position in MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 93 shares in the last quarter. Wedmont Private Capital boosted its stake in MACOM Technology Solutions by 5.4% during the 3rd quarter. Wedmont Private Capital now owns 1,925 shares of the semiconductor company’s stock valued at $246,000 after purchasing an additional 99 shares during the last quarter. Finally, Vise Technologies Inc. boosted its stake in MACOM Technology Solutions by 5.3% during the 3rd quarter. Vise Technologies Inc. now owns 2,014 shares of the semiconductor company’s stock valued at $251,000 after purchasing an additional 102 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance

Shares of MTSI opened at $245.04 on Thursday. The firm has a fifty day simple moving average of $230.78 and a two-hundred day simple moving average of $182.25. The firm has a market cap of $18.38 billion, a PE ratio of 115.04, a P/E/G ratio of 3.94 and a beta of 1.41. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-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 (EPS) for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. The firm 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 company’s revenue for the quarter was up 24.5% on a year-over-year basis. During the same period last year, the business posted $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, CFO John Kober sold 7,196 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at $11,790,839.56. This represents a 12.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, major shareholder Susan Ocampo sold 261,763 shares of the company’s 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 sale, the insider directly owned 3,759,895 shares of the company’s stock, valued at $956,630,084.85. The trade was a 6.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 753,113 shares of company stock worth $184,368,095. 0.36% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the company. Bank of America boosted their price target 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. Stifel Nicolaus increased their price objective on MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a research report on Friday, February 6th. JPMorgan Chase & Co. lifted their price objective on MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Benchmark boosted their target price 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. 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 analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $228.27.

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.