MACOM Technology Solutions Holdings, Inc. $MTSI Shares Purchased by SG Americas Securities LLC

SG Americas Securities LLC raised its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 33.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 54,033 shares of the semiconductor company’s stock after acquiring an additional 13,668 shares during the quarter. SG Americas Securities LLC owned approximately 0.07% of MACOM Technology Solutions worth $9,255,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in MTSI. Assenagon Asset Management S.A. raised its stake in shares of MACOM Technology Solutions by 577.1% in the 4th quarter. Assenagon Asset Management S.A. now owns 172,823 shares of the semiconductor company’s stock valued at $29,601,000 after purchasing an additional 147,299 shares in the last quarter. Wedmont Private Capital grew its stake in MACOM Technology Solutions by 15.8% in the fourth quarter. Wedmont Private Capital now owns 2,229 shares of the semiconductor company’s stock worth $380,000 after purchasing an additional 304 shares in the last quarter. Park Avenue Securities LLC grew its stake in MACOM Technology Solutions by 3.7% in the fourth quarter. Park Avenue Securities LLC now owns 5,953 shares of the semiconductor company’s stock worth $1,020,000 after purchasing an additional 212 shares in the last quarter. GAMMA Investing LLC increased its holdings in MACOM Technology Solutions by 19.2% in the fourth quarter. GAMMA Investing LLC now owns 2,360 shares of the semiconductor company’s stock valued at $404,000 after buying an additional 380 shares during the last quarter. Finally, Allworth Financial LP increased its holdings in MACOM Technology Solutions by 22.6% in the third quarter. Allworth Financial LP now owns 4,551 shares of the semiconductor company’s stock valued at $567,000 after buying an additional 840 shares during the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

MTSI has been the topic of a number of research analyst reports. Susquehanna initiated coverage on MACOM Technology Solutions in a report on Monday, December 15th. They set a “neutral” rating and a $200.00 target price on the stock. Bank of America boosted their price target on MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. Wall Street Zen lowered MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. JPMorgan Chase & Co. raised their price objective on MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Finally, 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 report on Friday, February 6th. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $228.27.

Insider Buying and Selling

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 5,274 shares of the firm’s stock in a transaction 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 in the company, valued at approximately $8,726,820.24. This trade represents a 12.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, major shareholder Susan Ocampo sold 261,763 shares of the business’s stock in a transaction on 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 transaction, the insider directly owned 3,759,895 shares of the company’s stock, valued at approximately $956,630,084.85. This trade represents a 6.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 753,113 shares of company stock worth $184,368,095. 0.36% of the stock is owned by company insiders.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ MTSI opened at $225.44 on Monday. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30. The firm’s 50-day moving average price is $231.07 and its two-hundred day moving average price is $183.97. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $258.98. The stock has a market capitalization of $16.91 billion, a P/E ratio of 105.84, a P/E/G ratio of 3.75 and a beta of 1.41.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 EPS for the quarter, beating the consensus estimate of $0.99 by $0.03. The company had revenue of $271.61 million during 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%.The business’s revenue was up 24.5% compared to the same quarter last year. During the same period in the prior year, the company earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, sell-side analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

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.