Commerce Bank Invests $1.39 Million in MACOM Technology Solutions Holdings, Inc. $MTSI

Commerce Bank purchased a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,665 shares of the semiconductor company’s stock, valued at approximately $1,394,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Versant Capital Management Inc raised its position in MACOM Technology Solutions by 11.0% in the 2nd quarter. Versant Capital Management Inc now owns 342 shares of the semiconductor company’s stock worth $130,000 after purchasing an additional 34 shares during the last quarter. Pacer Advisors Inc. boosted its position in MACOM Technology Solutions by 0.4% in the 1st quarter. Pacer Advisors Inc. now owns 12,035 shares of the semiconductor company’s stock valued at $2,673,000 after buying an additional 51 shares during the last quarter. Northwestern Mutual Investment Management Company LLC boosted its position in MACOM Technology Solutions by 0.4% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock valued at $2,454,000 after buying an additional 53 shares during the last quarter. Meeder Advisory Services Inc. increased its stake in shares of MACOM Technology Solutions by 3.5% in the 4th quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock valued at $324,000 after buying an additional 63 shares during the period. Finally, O Shaughnessy Asset Management LLC increased its stake in shares of MACOM Technology Solutions by 2.4% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock valued at $467,000 after buying an additional 63 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

Insider Activity at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the transaction, the senior vice president directly owned 29,756 shares in the company, valued at approximately $11,422,435.72. The trade was a 8.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of the business’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $365.75, for a total value of $5,789,091.00. Following the transaction, the chief executive officer owned 38,389 shares of the company’s stock, valued at $14,040,776.75. The trade was a 29.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 25,837 shares of company stock worth $9,204,236. 0.36% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on MTSI shares. Truist Financial boosted their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. JPMorgan Chase & Co. raised their price target on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Stifel Nicolaus lifted their price objective on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. HC Wainwright reissued a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Finally, Benchmark assumed coverage on shares of MACOM Technology Solutions in a research report on Thursday, August 13th. They set a “buy” rating and a $375.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $341.25.

MACOM Technology Solutions Price Performance

MTSI opened at $266.27 on Wednesday. The company has a fifty day moving average price of $306.08 and a two-hundred day moving average price of $292.94. The firm has a market capitalization of $20.34 billion, a PE ratio of 85.62, a P/E/G ratio of 1.48 and a beta of 1.70. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $121.97 and a 52 week high of $418.90. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, beating analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The company had revenue of $342.24 million for the quarter, compared to the consensus estimate of $336.08 million. During the same quarter in the prior year, the business posted $0.90 EPS. The firm’s quarterly revenue was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current 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.