MACOM Technology Solutions Holdings, Inc. $MTSI Shares Sold by RiverPark Advisors LLC

RiverPark Advisors LLC cut its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 13.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,669 shares of the semiconductor company’s stock after selling 424 shares during the period. RiverPark Advisors LLC’s holdings in MACOM Technology Solutions were worth $382,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in MTSI. Hantz Financial Services Inc. increased its position in shares of MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 134 shares during the last quarter. Maseco LLP bought a new stake in MACOM Technology Solutions in the second quarter valued at about $48,000. SVB Wealth LLC acquired a new stake in MACOM Technology Solutions during the first quarter valued at approximately $34,000. Bessemer Group Inc. lifted its holdings in MACOM Technology Solutions by 44.0% during the 2nd quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock worth $50,000 after buying an additional 106 shares during the last quarter. Finally, First Horizon Advisors Inc. increased its holdings in shares of MACOM Technology Solutions by 112.9% in the 2nd quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock valued at $52,000 after acquiring an additional 192 shares during the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

MACOM Technology Solutions Stock Performance

Shares of MTSI opened at $165.88 on Wednesday. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $179.38. The company has a quick ratio of 3.10, a current ratio of 3.83 and a debt-to-equity ratio of 0.32. The firm has a market capitalization of $12.43 billion, a PE ratio of -164.24, a P/E/G ratio of 2.26 and a beta of 1.52. The firm has a 50-day moving average price of $143.40 and a 200 day moving average price of $135.50.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The firm had revenue of $261.17 million during the quarter, compared to the consensus estimate of $260.16 million. During the same period in the prior year, the firm posted $0.73 earnings per share. The firm’s revenue for the quarter was up 3.6% compared to the same quarter last year. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. On average, sell-side analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Insider Transactions at MACOM Technology Solutions

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 150,424 shares of the business’s stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $132.43, for a total value of $19,920,650.32. Following the sale, the insider directly owned 3,584,621 shares in the company, valued at approximately $474,711,359.03. The trade was a 4.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders sold 1,813,447 shares of company stock worth $254,191,554 over the last quarter. 16.30% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the stock. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, October 11th. Needham & Company LLC boosted their price objective on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a research report on Thursday, November 6th. Barclays raised their target price on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Weiss Ratings reiterated a “sell (d+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, October 8th. Finally, Zacks Research raised MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a report on Wednesday, August 20th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $169.44.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.