Rep. Josh Gottheimer Sells MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Shares

Representative Josh Gottheimer (D-New Jersey) recently sold shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). In a filing disclosed on May 14th, the Representative disclosed that they had sold between $1,001 and $15,000 in MACOM Technology Solutions stock on April 9th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of RTX (NYSE:RTX) on 4/23/2025.
• Purchased $1,001 – $15,000 in shares of Cheniere Energy (NYSE:LNG) on 4/22/2025.
• Purchased $1,001 – $15,000 in shares of Techtronic Industries (OTCMKTS:TTNDY) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of D.R. Horton (NYSE:DHI) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Hillman Solutions (NASDAQ:HLMN) on 4/17/2025.
• Sold $1,001 – $15,000 in shares of AbbVie (NYSE:ABBV) on 4/17/2025.

MACOM Technology Solutions Stock Performance

NASDAQ:MTSI opened at $122.53 on Friday. The stock has a market cap of $9.11 billion, a P/E ratio of -85.09, a PEG ratio of 2.42 and a beta of 1.36. The stock has a 50 day simple moving average of $105.00 and a 200 day simple moving average of $120.95. The company has a current ratio of 3.61, a quick ratio of 2.88 and a debt-to-equity ratio of 0.33. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $152.50.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, May 8th. The semiconductor company reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.84 by $0.01. MACOM Technology Solutions had a positive return on equity of 12.42% and a negative net margin of 13.05%. The firm had revenue of $235.89 million during the quarter, compared to analysts’ expectations of $230.04 million. During the same period in the previous year, the firm earned $0.59 EPS. The company’s quarterly revenue was up 30.2% compared to the same quarter last year. Research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Insider Transactions at MACOM Technology Solutions

In related news, SVP Donghyun Thomas Hwang sold 4,944 shares of the stock in a transaction that occurred on Thursday, May 8th. The stock was sold at an average price of $118.59, for a total transaction of $586,308.96. Following the completion of the sale, the senior vice president now directly owns 30,659 shares of the company’s stock, valued at approximately $3,635,850.81. This trade represents a 13.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Susan Ocampo sold 300,000 shares of the stock in a transaction that occurred on Tuesday, February 18th. The shares were sold at an average price of $124.13, for a total value of $37,239,000.00. Following the sale, the director now directly owns 4,823,636 shares of the company’s stock, valued at $598,757,936.68. The trade was a 5.86% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 708,944 shares of company stock valued at $87,647,791 over the last ninety days. 16.30% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Elequin Capital LP bought a new position in MACOM Technology Solutions in the fourth quarter worth approximately $26,000. UMB Bank n.a. boosted its holdings in MACOM Technology Solutions by 74.3% in the fourth quarter. UMB Bank n.a. now owns 237 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 101 shares in the last quarter. Opal Wealth Advisors LLC bought a new position in MACOM Technology Solutions in the first quarter worth approximately $25,000. Empowered Funds LLC bought a new position in MACOM Technology Solutions in the fourth quarter worth approximately $33,000. Finally, SBI Securities Co. Ltd. purchased a new stake in shares of MACOM Technology Solutions in the fourth quarter worth approximately $35,000. Institutional investors own 76.14% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. Northland Securities upgraded MACOM Technology Solutions from a “market perform” rating to an “outperform” rating and raised their price objective for the stock from $105.00 to $140.00 in a research report on Monday, February 10th. Bank of America decreased their target price on shares of MACOM Technology Solutions from $160.00 to $130.00 and set a “buy” rating for the company in a research report on Wednesday, April 16th. Truist Financial started coverage on shares of MACOM Technology Solutions in a research report on Friday, April 11th. They issued a “buy” rating and a $125.00 price target on the stock. Barclays boosted their price target on shares of MACOM Technology Solutions from $125.00 to $150.00 and gave the stock an “overweight” rating in a research report on Friday, May 9th. Finally, Northland Capmk upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 10th. Two investment analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $130.50.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About MACOM Technology Solutions

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.