MACOM Technology Solutions (NASDAQ:MTSI) Coverage Initiated by Analysts at Loop Capital

Equities researchers at Loop Capital assumed coverage on shares of MACOM Technology Solutions (NASDAQ:MTSI) in a report issued on Friday,Benzinga reports. The firm set a “buy” rating and a $300.00 price target on the semiconductor company’s stock. Loop Capital’s price objective would indicate a potential upside of 21.11% from the stock’s current price.

MTSI has been the topic of a number of other research reports. Jefferies Financial Group upped their price target on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Needham & Company LLC restated a “buy” rating and issued a $250.00 target price on shares of MACOM Technology Solutions in a report on Friday, February 6th. Susquehanna started coverage on shares of MACOM Technology Solutions in a research report on Monday, December 15th. They set a “neutral” rating and a $200.00 target price on the stock. Benchmark increased their price target on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a report on Friday, February 6th. Finally, Truist Financial lifted their price target on MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $243.27.

MACOM Technology Solutions Price Performance

NASDAQ:MTSI opened at $247.71 on Friday. The business’s 50-day moving average is $233.03 and its 200 day moving average is $189.66. MACOM Technology Solutions has a 12 month low of $93.24 and a 12 month high of $258.98. The company has a market capitalization of $18.58 billion, a P/E ratio of 116.30, a P/E/G ratio of 4.10 and a beta of 1.48. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.99 by $0.03. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The business had revenue of $271.61 million during the quarter, compared to analysts’ expectations of $269.02 million. During the same quarter last year, the business posted $0.79 EPS. The firm’s revenue for the quarter was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities research analysts forecast that MACOM Technology Solutions will post 2.43 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, Director John Ritchie sold 1,573 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $255.00, for a total value of $401,115.00. Following the completion of the sale, the director owned 8,690 shares in the company, valued at approximately $2,215,950. This trade represents a 15.33% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Robert Dennehy sold 18,398 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $245.25, for a total transaction of $4,512,109.50. Following the transaction, the chief operating officer owned 12,864 shares in the company, valued at $3,154,896. The trade was a 58.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 753,113 shares of company stock valued at $184,368,095. 0.36% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

Hedge funds and other institutional investors have recently modified their holdings of the business. Measured Wealth Private Client Group LLC purchased a new position in MACOM Technology Solutions during the 4th quarter valued at $30,000. Advisory Services Network LLC bought a new stake in shares of MACOM Technology Solutions during the third quarter worth $25,000. EverSource Wealth Advisors LLC lifted its position in shares of MACOM Technology Solutions by 75.6% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares during the last quarter. Bayforest Capital Ltd purchased a new stake in shares of MACOM Technology Solutions during the fourth quarter valued at $39,000. Finally, Clearstead Advisors LLC boosted its stake in shares of MACOM Technology Solutions by 156.5% during the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 144 shares during the period. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

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.