Artisan Partners Limited Partnership Sells 62,432 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Artisan Partners Limited Partnership cut its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 3.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,992,958 shares of the semiconductor company’s stock after selling 62,432 shares during the period. Artisan Partners Limited Partnership owned approximately 2.68% of MACOM Technology Solutions worth $248,103,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. grew its stake in MACOM Technology Solutions by 5.9% during the third quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock worth $879,865,000 after purchasing an additional 392,365 shares during the period. Invesco Ltd. lifted its stake in MACOM Technology Solutions by 3.2% in the second quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company’s stock valued at $496,479,000 after buying an additional 106,004 shares during the period. Geode Capital Management LLC boosted its holdings in shares of MACOM Technology Solutions by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 1,152,581 shares of the semiconductor company’s stock worth $165,177,000 after buying an additional 28,257 shares in the last quarter. Norges Bank bought a new position in shares of MACOM Technology Solutions during the 2nd quarter worth approximately $113,936,000. Finally, The Manufacturers Life Insurance Company grew its position in shares of MACOM Technology Solutions by 8.4% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 669,232 shares of the semiconductor company’s stock worth $95,894,000 after buying an additional 52,058 shares during the period. 76.14% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts recently issued reports on MTSI shares. Stifel Nicolaus boosted their target price on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Bank of America increased their price objective on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Needham & Company LLC reaffirmed a “buy” rating and issued a $250.00 target price on shares of MACOM Technology Solutions in a research report on Friday, February 6th. Finally, TD Cowen upped their price target 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. Nine analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $228.27.

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $247.11 on Friday. The company has a debt-to-equity ratio of 0.30, a current ratio of 3.96 and a quick ratio of 3.18. The firm has a 50-day moving average of $212.02 and a 200-day moving average of $168.44. MACOM Technology Solutions Holdings, Inc. has a one year low of $84.00 and a one year high of $256.12. The company has a market cap of $18.54 billion, a P/E ratio of 116.01, a P/E/G ratio of 4.86 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data 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. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The business had revenue of $271.61 million during the quarter, compared to the consensus estimate of $269.02 million. During the same period in the prior year, the firm posted $0.79 EPS. The firm’s quarterly revenue 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. Equities research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Insider Activity at MACOM Technology Solutions

In other MACOM Technology Solutions news, CFO John Kober sold 7,196 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.07, for a total value of $1,749,131.72. Following 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Donghyun Thomas Hwang sold 5,274 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $226.06, for a total value of $1,192,240.44. Following the completion of the transaction, the senior vice president owned 38,604 shares of the company’s stock, valued at $8,726,820.24. This trade represents a 12.02% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,055,270 shares of company stock valued at $239,182,477. 0.36% of the stock is owned by insiders.

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.