MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives Average Rating of “Moderate Buy” from Brokerages

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) have earned an average recommendation of “Moderate Buy” from the thirteen analysts that are covering the company, MarketBeat reports. Four investment analysts have rated the stock with a hold rating and nine have issued a buy rating on the company. The average 12-month target price among brokerages that have covered the stock in the last year is $228.2727.

A number of analysts recently issued reports on MTSI shares. Jefferies Financial Group raised their price objective on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Truist Financial raised their price target on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Finally, Bank of America boosted their target price on MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st.

MACOM Technology Solutions Stock Performance

Shares of MACOM Technology Solutions stock opened at $238.99 on Friday. The business’s fifty day simple moving average is $198.83 and its 200 day simple moving average is $160.78. 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 has a 12 month low of $84.00 and a 12 month high of $245.26. The firm has a market capitalization of $17.93 billion, a P/E ratio of 112.20, a price-to-earnings-growth ratio of 4.55 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.99 by $0.03. The firm 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 last year, the firm posted $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, analysts anticipate that MACOM Technology Solutions will post 2.43 EPS for the current year.

Insider Activity

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 100,000 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $235.85, for a total value of $23,585,000.00. Following the completion of the transaction, the insider owned 4,278,323 shares in the company, valued at $1,009,042,479.55. This trade represents a 2.28% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Stephen G. Daly sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $173.16, for a total transaction of $3,463,200.00. Following the transaction, the chief executive officer directly owned 54,217 shares of the company’s stock, valued at approximately $9,388,215.72. This represents a 26.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 554,703 shares of company stock valued at $112,151,867 over the last quarter. Company insiders own 0.36% of the company’s stock.

Institutional Trading of MACOM Technology Solutions

Hedge funds have recently made changes to their positions in the stock. Advisors Asset Management Inc. raised its position 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 valued at $49,000 after purchasing an additional 161 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased 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 valued at $15,778,000 after purchasing an additional 13,215 shares during the last quarter. Focus Partners Wealth lifted its position in MACOM Technology Solutions by 121.3% in the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after buying an additional 3,694 shares during the last quarter. US Bancorp DE lifted its position in MACOM Technology Solutions by 257.1% in the 2nd quarter. US Bancorp DE now owns 5,989 shares of the semiconductor company’s stock worth $858,000 after buying an additional 4,312 shares during the last quarter. Finally, Callan Family Office LLC purchased a new stake in MACOM Technology Solutions in the second quarter worth approximately $310,000. 76.14% of the stock is owned by institutional investors.

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.