Insight Holdings Group LLC Invests $4.79 Million in MACOM Technology Solutions Holdings, Inc. $MTSI

Insight Holdings Group LLC bought a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 21,590 shares of the semiconductor company’s stock, valued at approximately $4,794,000. MACOM Technology Solutions comprises 0.3% of Insight Holdings Group LLC’s investment portfolio, making the stock its 23rd largest position.

A number of other large investors have also recently made changes to their positions in the company. Advisory Services Network LLC purchased a new position in MACOM Technology Solutions during the 3rd quarter worth approximately $25,000. Measured Wealth Private Client Group LLC purchased a new stake in MACOM Technology Solutions in the fourth quarter valued at approximately $30,000. GHP Investment Advisors Inc. purchased a new stake in MACOM Technology Solutions in the first quarter valued at approximately $31,000. Bayforest Capital Ltd acquired a new stake in shares of MACOM Technology Solutions in the fourth quarter valued at approximately $39,000. Finally, Clearstead Advisors LLC boosted its holdings in shares of MACOM Technology Solutions by 156.5% in the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 144 shares during the period. 76.14% of the stock is owned by institutional investors and hedge funds.

MACOM Technology Solutions Stock Down 5.6%

MACOM Technology Solutions stock opened at $266.99 on Friday. The stock has a 50 day moving average of $348.53 and a two-hundred day moving average of $281.73. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $118.16 and a twelve month high of $418.90. The stock has a market capitalization of $20.37 billion, a price-to-earnings ratio of 115.58, a PEG ratio of 2.19 and a beta of 1.65. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company had revenue of $288.95 million for the quarter, compared to analysts’ expectations of $285.20 million. During the same period in the previous year, the company posted $0.85 EPS. MACOM Technology Solutions’s revenue was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

Insider Activity at MACOM Technology Solutions

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 3,718 shares of the company’s stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the transaction, the senior vice president directly owned 34,886 shares in the company, valued at approximately $9,654,351.64. This represents a 9.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Geoffrey G. Ribar sold 1,623 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $361.84, for a total value of $587,266.32. Following the completion of the transaction, the director directly owned 12,563 shares of the company’s stock, valued at $4,545,795.92. The trade was a 11.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 78,096 shares of company stock valued at $28,760,941 in the last ninety days. Company insiders own 0.36% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on MTSI. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research report on Friday, May 8th. Wall Street Zen downgraded shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday. Truist Financial increased their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. JPMorgan Chase & Co. raised their price objective on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Finally, HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $330.45.

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.