MACOM Technology Solutions (NASDAQ:MTSI) Given New $300.00 Price Target at Stifel Nicolaus

MACOM Technology Solutions (NASDAQ:MTSI) had its price objective boosted by Stifel Nicolaus from $255.00 to $300.00 in a research note released on Thursday,Benzinga reports. Stifel Nicolaus currently has a buy rating on the semiconductor company’s stock.

Other equities research analysts have also issued reports about the company. Jefferies Financial Group lifted their price objective on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. 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 research report on Friday, February 6th. Wall Street Zen lowered MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. Finally, Bank of America lifted their price objective on MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $251.45.

MACOM Technology Solutions Price Performance

MTSI opened at $261.42 on Thursday. The stock’s 50 day simple moving average is $236.85 and its 200 day simple moving average is $194.32. 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 1 year low of $93.24 and a 1 year high of $266.05. The firm has a market cap of $19.61 billion, a price-to-earnings ratio of 122.73, a PEG ratio of 4.34 and a beta of 1.48.

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

Insider Transactions at MACOM Technology Solutions

In other news, COO Robert Dennehy sold 18,398 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $245.25, for a total value of $4,512,109.50. Following the completion of the transaction, the chief operating officer owned 12,864 shares in the company, valued at $3,154,896. This trade represents a 58.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO John Kober sold 7,196 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were 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 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 position. The SEC filing for this sale provides additional information. In 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.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in MTSI. Advisors Asset Management Inc. lifted its stake in shares of MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after purchasing an additional 161 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised 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 during the last quarter. Focus Partners Wealth raised its stake in MACOM Technology Solutions by 121.3% during the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after buying an additional 3,694 shares during the last quarter. Cetera Investment Advisers purchased a new position in MACOM Technology Solutions during the second quarter valued at $372,000. Finally, Marshall Wace LLP purchased a new position in MACOM Technology Solutions during the second quarter valued at $544,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.