SVB Wealth LLC Acquires Shares of 338 MACOM Technology Solutions Holdings, Inc. $MTSI

SVB Wealth LLC acquired a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the first quarter, Holdings Channel.com reports. The firm acquired 338 shares of the semiconductor company’s stock, valued at approximately $34,000.

Several other institutional investors and hedge funds have also recently modified their holdings of MTSI. Marshall Wace LLP purchased a new position in shares of MACOM Technology Solutions in the 4th quarter valued at about $387,000. Hsbc Holdings PLC increased its stake in shares of MACOM Technology Solutions by 83.1% in the 4th quarter. Hsbc Holdings PLC now owns 11,180 shares of the semiconductor company’s stock valued at $1,461,000 after purchasing an additional 5,075 shares in the last quarter. Northern Trust Corp increased its stake in shares of MACOM Technology Solutions by 21.6% in the 4th quarter. Northern Trust Corp now owns 479,046 shares of the semiconductor company’s stock valued at $62,233,000 after purchasing an additional 85,104 shares in the last quarter. Schonfeld Strategic Advisors LLC increased its stake in shares of MACOM Technology Solutions by 53.1% in the 4th quarter. Schonfeld Strategic Advisors LLC now owns 8,092 shares of the semiconductor company’s stock valued at $1,051,000 after purchasing an additional 2,806 shares in the last quarter. Finally, PDT Partners LLC purchased a new position in shares of MACOM Technology Solutions in the 4th quarter valued at about $624,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Insider Transactions at MACOM Technology Solutions

In related news, CFO John Kober sold 1,000 shares of the company’s stock in a transaction that occurred on Friday, August 8th. The stock was sold at an average price of $123.40, for a total value of $123,400.00. Following the transaction, the chief financial officer directly owned 46,128 shares in the company, valued at approximately $5,692,195.20. This represents a 2.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Stephen G. Daly sold 14,665 shares of the company’s stock in a transaction that occurred on Monday, June 2nd. The shares were sold at an average price of $122.71, for a total value of $1,799,542.15. Following the completion of the transaction, the chief executive officer owned 36,327 shares in the company, valued at $4,457,686.17. This represents a 28.76% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 38,219 shares of company stock valued at $4,908,347 in the last ninety days. 16.30% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several research firms have commented on MTSI. Barclays boosted their price objective on MACOM Technology Solutions from $125.00 to $150.00 and gave the stock an “overweight” rating in a research note on Friday, May 9th. Truist Financial boosted their price objective on MACOM Technology Solutions from $136.00 to $154.00 and gave the stock a “buy” rating in a research note on Monday, July 7th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Sunday, July 20th. Stifel Nicolaus boosted their price objective on MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a research note on Friday, July 18th. Finally, Zacks Research upgraded MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a research note on Wednesday, August 20th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and a consensus target price of $146.13.

MACOM Technology Solutions Trading Up 1.0%

Shares of MACOM Technology Solutions stock opened at $129.63 on Thursday. The stock has a market cap of $9.65 billion, a P/E ratio of -128.35, a P/E/G ratio of 2.43 and a beta of 1.38. The stock’s 50 day simple moving average is $134.54 and its 200-day simple moving average is $120.29. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $152.50. The company has a debt-to-equity ratio of 0.32, a current ratio of 3.83 and a quick ratio of 3.10.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, August 7th. The semiconductor company reported $0.90 EPS for the quarter, beating analysts’ consensus estimates of $0.89 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The firm had revenue of $252.08 million for the quarter, compared to analysts’ expectations of $249.89 million. During the same period in the prior year, the firm posted $0.66 earnings per share. The firm’s quarterly revenue was up 32.3% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS. Analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

MACOM Technology Solutions Company Profile

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.