Katamaran Capital LLP Takes Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Katamaran Capital LLP purchased a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 4th quarter, HoldingsChannel reports. The institutional investor purchased 16,295 shares of the semiconductor company’s stock, valued at approximately $2,791,000. MACOM Technology Solutions makes up about 2.1% of Katamaran Capital LLP’s portfolio, making the stock its 23rd largest position.

Other institutional investors have also made changes to their positions in the company. Advisory Services Network LLC acquired a new stake in shares of MACOM Technology Solutions during the 3rd quarter valued at about $25,000. EverSource Wealth Advisors LLC lifted its holdings in shares of MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 93 shares during the last quarter. Bayforest Capital Ltd acquired a new stake in shares of MACOM Technology Solutions during the 4th quarter valued at about $39,000. Smartleaf Asset Management LLC lifted its holdings in shares of MACOM Technology Solutions by 108.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after buying an additional 150 shares during the last quarter. Finally, Parkside Financial Bank & Trust lifted its holdings in shares of MACOM Technology Solutions by 282.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 240 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting MACOM Technology Solutions

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: MACOM reported fiscal Q2 revenue of about $289 million, up 22.5% year over year, and adjusted EPS of $1.09, both ahead of estimates. MACOM Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: The company’s fiscal Q3 outlook was notably stronger than expected, with revenue guidance of $331 million to $339 million and adjusted EPS guidance of $1.31 to $1.37, reinforcing optimism about accelerating growth. MACOM Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Several brokerages boosted price targets, including Barclays to $400, Needham to $400, and Truist to $375, which suggests analysts see more upside despite the recent run-up in the stock. Analyst price target updates via Benzinga
• Neutral Sentiment: JPMorgan and Susquehanna also raised targets, but kept neutral ratings, indicating they see fair value near current levels rather than a clear bearish case. Analyst price target updates via Benzinga

MACOM Technology Solutions Price Performance

Shares of MTSI stock opened at $359.88 on Monday. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $117.17 and a 12 month high of $364.00. The firm has a market cap of $27.46 billion, a PE ratio of 155.79, a price-to-earnings-growth ratio of 3.40 and a beta of 1.60. The stock has a 50 day moving average of $249.02 and a 200-day moving average of $209.70. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company had revenue of $288.96 million during the quarter, compared to analyst estimates of $285.20 million. During the same period in the previous year, the company earned $0.85 earnings per share. The company’s quarterly revenue was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.2 EPS for the current year.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. Jefferies Financial Group boosted their target price on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Bank of America boosted their target price on MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Barclays boosted their target price on MACOM Technology Solutions from $265.00 to $400.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Loop Capital assumed coverage on MACOM Technology Solutions in a report on Friday, April 10th. They issued a “buy” rating and a $300.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $316.82.

Insider Activity at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 3,718 shares of the company’s stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the completion of the transaction, the senior vice president directly owned 34,886 shares in the company, valued at $9,654,351.64. The trade was a 9.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Susan Ocampo sold 261,763 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $254.43, for a total value of $66,600,360.09. Following the transaction, the insider owned 3,759,895 shares of the company’s stock, valued at approximately $956,630,084.85. This trade represents a 6.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 551,557 shares of company stock valued at $137,590,774. 0.36% of the stock is owned by corporate insiders.

MACOM Technology Solutions 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.