MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives Average Rating of “Moderate Buy” from Brokerages

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) have received a consensus recommendation of “Moderate Buy” from the fourteen ratings firms that are covering the stock, Marketbeat.com reports. Three analysts have rated the stock with a hold recommendation, nine have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 1-year price objective among brokers that have issued ratings on the stock in the last year is $335.00.

Several equities research analysts have commented on the company. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, June 27th. Loop Capital initiated coverage on MACOM Technology Solutions in a research note on Friday, April 10th. They issued a “buy” rating and a $300.00 price target on the stock. Susquehanna lifted their price target on MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a research note on Friday, May 8th. Needham & Company LLC boosted their price target on MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. 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 research note on Friday, May 8th.

MACOM Technology Solutions Price Performance

Shares of NASDAQ MTSI opened at $267.36 on Monday. 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 fifty day moving average of $358.21 and a 200 day moving average of $278.10. The firm has a market cap of $20.40 billion, a PE ratio of 115.74, a PEG ratio of 2.26 and a beta of 1.65. MACOM Technology Solutions has a one year low of $118.16 and a one year high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The business had revenue of $288.95 million for the quarter, compared to analyst estimates of $285.20 million. During the same quarter last year, the business earned $0.85 earnings per share. The company’s revenue for the quarter 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. As a group, research analysts predict that MACOM Technology Solutions will post 3.68 EPS for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, Director Peter Y. Chung sold 43,268 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $378.20, for a total value of $16,363,957.60. Following the completion of the sale, the director directly owned 6,781 shares in the company, valued at $2,564,574.20. This represents a 86.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the transaction, the senior vice president owned 29,756 shares in the company, valued at $11,422,435.72. The trade was a 8.09% 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 three months, insiders have sold 78,096 shares of company stock valued at $28,760,941. 0.36% of the stock is owned by company insiders.

Institutional Trading of MACOM Technology Solutions

Hedge funds and other institutional investors have recently modified their holdings of the stock. Whale Rock Capital Management LLC purchased a new position in shares of MACOM Technology Solutions during the 4th quarter worth $134,164,000. Wellington Management Group LLP increased its position in shares of 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 worth $122,802,000 after purchasing an additional 634,903 shares during the last quarter. Bessemer Group Inc. raised its holdings in MACOM Technology Solutions by 170,782.0% in the 4th quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock valued at $97,465,000 after buying an additional 568,704 shares during the period. Norges Bank acquired a new position in MACOM Technology Solutions in the fourth quarter valued at about $97,397,000. Finally, FengHe Fund Management Pte. Ltd. acquired a new position in MACOM Technology Solutions in the fourth quarter valued at about $90,663,000. 76.14% of the stock is owned by institutional investors and hedge funds.

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.