MACOM Technology Solutions (NASDAQ:MTSI) Hits New 52-Week High – Here’s Why

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) shares reached a new 52-week high during trading on Friday . The company traded as high as $231.20 and last traded at $225.06, with a volume of 38526 shares changing hands. The stock had previously closed at $227.73.

Analysts Set New Price Targets

MTSI has been the topic of several research analyst reports. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, December 31st. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday. 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 research report on Friday, November 7th. Needham & Company LLC boosted their price target 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. Finally, Stifel Nicolaus increased their price target on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the stock a “buy” rating in a research note on Friday, January 16th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $190.50.

MACOM Technology Solutions Stock Down 0.3%

The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31. The company’s fifty day moving average price is $187.38 and its 200-day moving average price is $154.46. The stock has a market capitalization of $17.03 billion, a PE ratio of -280.72, a price-to-earnings-growth ratio of 4.22 and a beta of 1.43.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. The company had revenue of $261.17 million during the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The firm’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same quarter last year, the company earned $0.73 EPS. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Insider Buying and Selling

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 20,000 shares of MACOM Technology Solutions stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $175.73, for a total value of $3,514,600.00. Following the completion of the transaction, the chief executive officer directly owned 74,217 shares of the company’s stock, valued at approximately $13,042,153.41. The trade was a 21.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO John Kober sold 18,506 shares of the company’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $167.58, for a total transaction of $3,101,235.48. Following the completion of the transaction, the chief financial officer owned 57,387 shares in the company, valued at approximately $9,616,913.46. This represents a 24.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 589,907 shares of company stock worth $104,362,167 in the last 90 days. 0.36% of the stock is owned by company insiders.

Hedge Funds Weigh In On MACOM Technology Solutions

A number of hedge funds have recently added to or reduced their stakes in the company. Ethic Inc. bought a new stake in MACOM Technology Solutions in the 3rd quarter worth about $1,208,000. Deltec Asset Management LLC bought a new position in MACOM Technology Solutions during the 3rd quarter valued at about $1,429,000. Pacer Advisors Inc. boosted its holdings in shares of MACOM Technology Solutions by 350.4% during the 3rd quarter. Pacer Advisors Inc. now owns 11,286 shares of the semiconductor company’s stock valued at $1,405,000 after acquiring an additional 8,780 shares during the last quarter. SG Americas Securities LLC boosted its holdings in shares of MACOM Technology Solutions by 1,484.2% during the 3rd quarter. SG Americas Securities LLC now owns 40,365 shares of the semiconductor company’s stock valued at $5,025,000 after acquiring an additional 37,817 shares during the last quarter. Finally, Rakuten Investment Management Inc. bought a new stake in shares of MACOM Technology Solutions in the third quarter worth approximately $9,523,000. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

About MACOM Technology Solutions

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.