MACOM Technology Solutions (NASDAQ:MTSI) Stock Price Expected to Rise, Jefferies Financial Group Analyst Says

MACOM Technology Solutions (NASDAQ:MTSI) had its price target raised by stock analysts at Jefferies Financial Group from $185.00 to $260.00 in a research report issued to clients and investors on Monday,Benzinga reports. The firm presently has a “buy” rating on the semiconductor company’s stock. Jefferies Financial Group’s target price indicates a potential upside of 13.76% from the company’s previous close.

MTSI has been the topic of several other reports. Zacks Research downgraded MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Bank of America lifted their price objective on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Benchmark upped their target price on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Finally, Barclays increased their price target on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $196.82.

MACOM Technology Solutions Trading Up 4.3%

MTSI stock traded up $9.50 during trading on Monday, reaching $228.56. The company had a trading volume of 1,879,763 shares, compared to its average volume of 1,525,528. The business has a 50 day moving average of $188.60 and a 200 day moving average of $155.28. The company has a market cap of $17.14 billion, a P/E ratio of -282.17, a PEG ratio of 4.09 and a beta of 1.44. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. MACOM Technology Solutions has a 52 week low of $84.00 and a 52 week high of $236.51.

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

Insider Buying and Selling at MACOM Technology Solutions

In related news, SVP Ambra R. Roth sold 17,268 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $160.91, for a total transaction of $2,778,593.88. Following the transaction, the senior vice president directly owned 9,837 shares of the company’s stock, valued at $1,582,871.67. This trade represents a 63.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO John Kober sold 18,506 shares of the company’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $167.58, for a total value of $3,101,235.48. Following the completion of the transaction, the chief financial officer owned 57,387 shares of the company’s stock, valued at $9,616,913.46. This trade represents a 24.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 589,907 shares of company stock worth $104,362,167 in the last 90 days. Corporate insiders own 0.36% of the company’s stock.

Institutional Trading of MACOM Technology Solutions

Several institutional investors and hedge funds have recently made changes to their positions in MTSI. Norges Bank purchased a new stake in MACOM Technology Solutions during the 2nd quarter valued at $113,936,000. Wellington Management Group LLP lifted its holdings in 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 valued at $122,802,000 after buying an additional 634,903 shares in the last quarter. Rafferty Asset Management LLC purchased a new stake in shares of MACOM Technology Solutions in the third quarter valued at approximately $67,486,000. FengHe Fund Management Pte. Ltd. bought a new position in shares of MACOM Technology Solutions during the 4th quarter worth $90,663,000. Finally, Vanguard Group Inc. raised its holdings in shares of MACOM Technology Solutions by 5.9% in the 3rd quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock valued at $879,865,000 after purchasing an additional 392,365 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.