Freemont Management S.A. Buys New Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Freemont Management S.A. bought a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 4th quarter, Holdings Channel reports. The institutional investor bought 57,000 shares of the semiconductor company’s stock, valued at approximately $9,763,000. MACOM Technology Solutions makes up approximately 1.7% of Freemont Management S.A.’s holdings, making the stock its 18th biggest position.

Several other hedge funds also recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its position in MACOM Technology Solutions by 2.2% during the 4th quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock valued at $1,237,515,000 after buying an additional 157,343 shares in the last quarter. Alliancebernstein L.P. increased its position in MACOM Technology Solutions by 11.7% during the 3rd quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company’s stock valued at $186,080,000 after buying an additional 156,194 shares in the last quarter. Wellington Management Group LLP increased its position in MACOM Technology Solutions by 180.6% during the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock valued at $122,802,000 after buying an additional 634,903 shares in the last quarter. UBS Group AG increased its position in MACOM Technology Solutions by 31.9% during the 4th quarter. UBS Group AG now owns 909,799 shares of the semiconductor company’s stock valued at $155,830,000 after buying an additional 219,849 shares in the last quarter. Finally, Analog Century Management LP increased its position in MACOM Technology Solutions by 6.4% during the 3rd quarter. Analog Century Management LP now owns 684,774 shares of the semiconductor company’s stock valued at $85,248,000 after buying an additional 41,009 shares in the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the company. Bank of America upped their target price on MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a research report on Friday, May 8th. Jefferies Financial Group increased their price objective on MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a report on Monday, February 2nd. Benchmark increased their price objective on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a report on Friday, February 6th. Finally, JPMorgan Chase & Co. increased 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 analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, MACOM Technology Solutions has an average rating of “Moderate Buy” and a consensus target price of $316.82.

Insider Activity

In related news, major shareholder Susan Ocampo sold 261,763 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $254.43, for a total transaction of $66,600,360.09. Following the sale, the insider directly owned 3,759,895 shares of the company’s stock, valued at $956,630,084.85. This trade represents a 6.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director John Ritchie sold 1,573 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $255.00, for a total value of $401,115.00. Following the sale, the director directly owned 8,690 shares in the company, valued at approximately $2,215,950. This trade represents a 15.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 495,353 shares of company stock valued at $124,281,055 over the last 90 days. Company insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Stock Up 5.2%

Shares of MTSI stock opened at $381.55 on Thursday. The stock’s 50-day simple moving average is $258.27 and its 200-day simple moving average is $216.14. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The firm has a market capitalization of $29.11 billion, a PE ratio of 165.17, a P/E/G ratio of 3.32 and a beta of 1.60. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $118.16 and a fifty-two week high of $384.58.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The business had revenue of $288.96 million for the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company’s revenue was up 22.5% on a year-over-year basis. During the same period in the prior year, the company earned $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.3 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.