Emerald Investment Advisers LLC Purchases New Shares in MACOM Technology Solutions Holdings, Inc. $MTSI

Emerald Investment Advisers LLC purchased a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 29,168 shares of the semiconductor company’s stock, valued at approximately $11,095,000.

A number of other large investors also recently added to or reduced their stakes in MTSI. Whale Rock Capital Management LLC purchased a new position in MACOM Technology Solutions during the fourth quarter valued at $134,164,000. Wellington Management Group LLP increased its stake in shares of MACOM Technology Solutions by 180.6% during the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after purchasing an additional 634,903 shares in the last quarter. Bessemer Group Inc. raised its position in shares of MACOM Technology Solutions by 170,782.0% during the 4th quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock worth $97,465,000 after purchasing an additional 568,704 shares during the last quarter. Norges Bank acquired a new position in shares of MACOM Technology Solutions during the 4th quarter worth about $97,397,000. Finally, Bank of New York Mellon Corp purchased a new position in MACOM Technology Solutions in the 2nd quarter valued at about $204,593,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other MACOM Technology Solutions news, CFO John Kober sold 7,389 shares of the company’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $326.08, for a total value of $2,409,405.12. Following the completion of the sale, the chief financial officer directly owned 33,583 shares in the company, valued at $10,950,744.64. This represents a 18.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of the firm’s stock in a transaction on 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 completion of the sale, the chief executive officer directly owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This trade represents a 29.19% decrease in their ownership of the stock. 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. Over the last 90 days, insiders have sold 25,837 shares of company stock worth $9,204,236. 0.36% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts have commented on MTSI shares. BMO Capital Markets started coverage on MACOM Technology Solutions in a research note on Friday. They set a “market perform” rating and a $335.00 price objective for the company. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Barclays boosted their price target on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, May 22nd. Susquehanna reduced their price objective on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a research note on Tuesday, July 21st. Finally, JPMorgan Chase & Co. raised their price objective on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $341.25.

MACOM Technology Solutions Stock Up 0.2%

MTSI stock opened at $266.61 on Friday. The company has a market cap of $20.36 billion, a price-to-earnings ratio of 85.73, a PEG ratio of 1.53 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. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $121.97 and a 12 month high of $418.90. The firm has a 50-day moving average of $310.66 and a two-hundred day moving average of $291.91.

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