MACOM Technology Solutions (NASDAQ:MTSI) Given New $260.00 Price Target at Jefferies Financial Group

MACOM Technology Solutions (NASDAQ:MTSI) had its price objective upped by Jefferies Financial Group from $185.00 to $260.00 in a report published on Monday morning,Benzinga reports. They currently have a buy rating on the semiconductor company’s stock.

A number of other research firms have also issued reports on MTSI. Susquehanna began coverage on shares of MACOM Technology Solutions in a report on Monday, December 15th. They set a “neutral” rating and a $200.00 target price on the stock. TD Cowen boosted their target price on MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Zacks Research downgraded MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Stifel Nicolaus lifted their price objective on MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a research note on Friday, January 16th. Finally, Barclays boosted their price objective on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and an average target price of $196.82.

MACOM Technology Solutions Stock Performance

NASDAQ:MTSI opened at $228.56 on Monday. MACOM Technology Solutions has a fifty-two week low of $84.00 and a fifty-two week high of $236.51. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71. The company has a 50 day moving average price of $189.85 and a 200 day moving average price of $155.89. The stock has a market capitalization of $17.14 billion, a P/E ratio of -282.17, a PEG ratio of 4.09 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The company had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. During the same quarter in the previous year, the company earned $0.73 earnings per share. The firm’s quarterly revenue was up 3.6% compared to the same quarter last year. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Equities research analysts forecast that MACOM Technology Solutions will post 2.43 EPS for the current year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, SVP Ambra R. Roth sold 17,268 shares of the stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $160.91, for a total value of $2,778,593.88. Following the transaction, the senior vice president directly owned 9,837 shares in the company, valued at $1,582,871.67. This represents a 63.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, major shareholder Susan Ocampo sold 121,067 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the sale, the insider directly owned 4,478,323 shares in the company, valued at approximately $851,194,852.61. The trade was a 2.63% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 589,907 shares of company stock worth $104,362,167. Insiders own 0.36% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Advisory Services Network LLC acquired a new stake in MACOM Technology Solutions during the 3rd quarter worth $25,000. EverSource Wealth Advisors LLC grew its holdings in shares of MACOM Technology Solutions by 75.6% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares during the last quarter. Hantz Financial Services Inc. increased its position in shares of MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 134 shares in the last quarter. Smartleaf Asset Management LLC lifted its holdings in shares of MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 150 shares during the last quarter. Finally, Bayforest Capital Ltd purchased a new stake in shares of MACOM Technology Solutions in the 4th quarter valued at about $39,000. Institutional investors and hedge funds 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.