Empowered Funds LLC Raises Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Empowered Funds LLC increased its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 282.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 34,898 shares of the semiconductor company’s stock after acquiring an additional 25,775 shares during the period. Empowered Funds LLC’s holdings in MACOM Technology Solutions were worth $7,750,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the stock. American Capital Management Inc. acquired a new position in MACOM Technology Solutions in the first quarter valued at approximately $873,000. Quantinno Capital Management LP boosted its position in MACOM Technology Solutions by 22.8% in the 1st quarter. Quantinno Capital Management LP now owns 27,836 shares of the semiconductor company’s stock worth $6,182,000 after purchasing an additional 5,170 shares in the last quarter. SummitTX Capital L.P. acquired a new stake in shares of MACOM Technology Solutions during the 1st quarter worth approximately $599,000. Insight Holdings Group LLC acquired a new stake in shares of MACOM Technology Solutions during the 1st quarter worth approximately $4,794,000. Finally, Public Employees Retirement System of Ohio increased its holdings in shares of MACOM Technology Solutions by 5.5% during the 1st quarter. Public Employees Retirement System of Ohio now owns 20,230 shares of the semiconductor company’s stock valued at $4,492,000 after purchasing an additional 1,056 shares in the last quarter. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the stock. JPMorgan Chase & Co. boosted their target price 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. Loop Capital began coverage on shares of MACOM Technology Solutions in a research report on Friday, April 10th. They set a “buy” rating and a $300.00 price target on the stock. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Truist Financial lifted their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a report on Friday, May 8th. Finally, Barclays upped their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $330.45.

MACOM Technology Solutions Stock Up 1.1%

Shares of MTSI opened at $251.44 on Friday. 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 Holdings, Inc. has a 12 month low of $118.16 and a 12 month high of $418.90. The stock’s 50 day moving average is $336.21 and its two-hundred day moving average is $284.43. The firm has a market cap of $19.18 billion, a P/E ratio of 108.85, a PEG ratio of 2.04 and a beta of 1.65.

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

Insider Transactions at MACOM Technology Solutions

In other MACOM Technology Solutions news, Director Peter Y. Chung sold 43,268 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the completion of the transaction, the director directly owned 6,781 shares in the company, valued at approximately $2,564,574.20. This represents a 86.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO John Kober sold 7,644 shares of the stock in a transaction on Monday, May 18th. The shares were sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the transaction, the chief financial officer directly owned 40,972 shares in the company, valued at approximately $14,719,191. The trade was a 15.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 74,378 shares of company stock worth $27,732,022 in the last ninety days. Company insiders own 0.36% of the company’s stock.

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.