Analysts Set MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) PT at $174.50

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) have been assigned an average recommendation of “Moderate Buy” from the thirteen analysts that are presently covering the firm, Marketbeat.com reports. Three research analysts have rated the stock with a hold rating, nine have given a buy rating and one has issued a strong buy rating on the company. The average 12 month price objective among brokers that have issued ratings on the stock in the last year is $174.50.

Several research analysts recently weighed in on MTSI shares. Truist Financial boosted their price target on shares of MACOM Technology Solutions from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Wall Street Zen cut shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday. Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, December 22nd. TD Cowen lifted their price target on MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Finally, Susquehanna assumed coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They issued a “neutral” rating and a $200.00 price objective on the stock.

Insider Activity at MACOM Technology Solutions

In related news, major shareholder Susan Ocampo sold 121,067 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the completion of the sale, the insider owned 4,478,323 shares in the company, valued at approximately $851,194,852.61. This trade represents a 2.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Ambra R. Roth sold 17,268 shares of MACOM Technology Solutions stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $160.91, for a total transaction of $2,778,593.88. Following the completion of the sale, the senior vice president directly owned 9,837 shares in the company, valued at approximately $1,582,871.67. This represents a 63.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 1,395,384 shares of company stock worth $216,284,885. 16.30% of the stock is owned by company insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

Several large investors have recently modified their holdings of MTSI. Advisory Services Network LLC bought a new stake in shares of MACOM Technology Solutions in the 3rd quarter worth approximately $25,000. Hantz Financial Services Inc. increased its position in MACOM Technology Solutions by 174.0% in the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after buying an additional 134 shares during the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 93 shares during the period. Smartleaf Asset Management LLC lifted its position in shares of MACOM Technology Solutions by 108.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after buying an additional 150 shares during the last quarter. Finally, Parkside Financial Bank & Trust grew its stake in shares of MACOM Technology Solutions by 282.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 240 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Trading Down 0.5%

NASDAQ MTSI opened at $175.01 on Thursday. The company has a current ratio of 3.71, a quick ratio of 2.98 and a debt-to-equity ratio of 0.31. The business has a fifty day simple moving average of $165.58 and a 200 day simple moving average of $144.08. MACOM Technology Solutions has a 12 month low of $84.00 and a 12 month high of $190.95. The firm has a market capitalization of $13.11 billion, a P/E ratio of -216.06, a PEG ratio of 3.26 and a beta of 1.47.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The firm had revenue of $261.17 million for the quarter, compared to the consensus estimate of $260.16 million. During the same period in the previous year, the firm earned $0.73 EPS. The business’s revenue for the quarter 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. On average, analysts predict that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

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.