EFG International AG Takes $9.58 Million Position in MACOM Technology Solutions Holdings, Inc. $MTSI

EFG International AG acquired a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the second quarter, HoldingsChannel.com reports. The fund acquired 25,201 shares of the semiconductor company’s stock, valued at approximately $9,580,000.

Several other large investors have also added to or reduced their stakes in MTSI. Advisors Asset Management Inc. lifted its position in MACOM Technology Solutions by 49.7% during the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after buying an additional 161 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of MACOM Technology Solutions by 9.2% in 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 acquiring an additional 13,215 shares in the last quarter. Focus Partners Wealth grew its holdings in shares of MACOM Technology Solutions by 121.3% in the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after acquiring an additional 3,694 shares in the last quarter. Cetera Investment Advisers acquired a new stake in shares of MACOM Technology Solutions in the second quarter valued at about $372,000. Finally, Marshall Wace LLP acquired a new stake in shares of MACOM Technology Solutions in the second quarter valued at about $544,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Performance

NASDAQ:MTSI opened at $266.27 on Wednesday. The stock has a market cap of $20.34 billion, a P/E ratio of 85.62, a price-to-earnings-growth ratio of 1.48 and a beta of 1.70. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. The stock’s 50-day moving average is $306.08 and its 200-day moving average is $292.94. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $121.97 and a 1-year high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping the consensus estimate 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 business had revenue of $342.24 million during the quarter, compared to analyst estimates of $336.08 million. During the same period last year, the company earned $0.90 EPS. MACOM Technology Solutions’s revenue for the quarter was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. Needham & Company LLC increased their price objective on MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, August 6th. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Susquehanna lowered their price objective on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research report on Tuesday, July 21st. Barclays boosted their target price on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, May 22nd. Finally, JPMorgan Chase & Co. upped their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $341.25.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 15,828 shares of the stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the sale, the chief executive officer owned 38,389 shares of the company’s stock, valued at approximately $14,040,776.75. This represents a 29.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction that occurred on 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 owned 29,756 shares in the company, valued at $11,422,435.72. This trade represents a 8.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 25,837 shares of company stock valued at $9,204,236. 0.36% of the stock is currently owned by company 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.