TimesSquare Capital Management LLC Invests $99.50 Million in MACOM Technology Solutions Holdings, Inc. $MTSI

TimesSquare Capital Management LLC purchased a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 261,585 shares of the semiconductor company’s stock, valued at approximately $99,499,000. MACOM Technology Solutions makes up 1.5% of TimesSquare Capital Management LLC’s investment portfolio, making the stock its 15th biggest holding. TimesSquare Capital Management LLC owned about 0.34% of MACOM Technology Solutions at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Advisory Services Network LLC bought a new position in MACOM Technology Solutions in the 3rd quarter worth about $25,000. Measured Wealth Private Client Group LLC bought a new stake in shares of MACOM Technology Solutions during the fourth quarter valued at about $30,000. GHP Investment Advisors Inc. purchased a new stake in shares of MACOM Technology Solutions in the first quarter worth about $31,000. Bayforest Capital Ltd purchased a new stake in shares of MACOM Technology Solutions in the fourth quarter worth about $39,000. Finally, Clearstead Advisors LLC lifted its holdings in shares of MACOM Technology Solutions by 156.5% in the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after buying an additional 144 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, CEO Stephen G. Daly sold 15,828 shares of the business’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $365.75, for a total value of $5,789,091.00. Following the completion of the sale, the chief executive officer owned 38,389 shares of the company’s stock, valued at approximately $14,040,776.75. The trade was a 29.19% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total value of $1,005,739.40. Following the sale, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This trade represents a 8.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.36% of the stock is owned by insiders.

MACOM Technology Solutions Stock Performance

Shares of MTSI opened at $327.53 on Tuesday. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $118.28 and a 12-month high of $418.90. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. The company has a market cap of $25.01 billion, a PE ratio of 105.32, a price-to-earnings-growth ratio of 1.99 and a beta of 1.70. The stock has a 50-day moving average price of $318.11 and a 200-day moving average price of $290.99.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping the consensus estimate of $1.35 by $0.05. The company had revenue of $342.24 million for the quarter, compared to analysts’ expectations of $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. MACOM Technology Solutions’s revenue for the quarter was up 35.8% compared to the same quarter last year. During the same period in the prior year, the business earned $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.76 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

MTSI has been the subject of several recent analyst reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Wednesday, August 5th. Benchmark started coverage on shares of MACOM Technology Solutions in a research note on Thursday, August 13th. They issued a “buy” rating and a $375.00 target price on the stock. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Zacks Research lowered shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 24th. Finally, Barclays upped their price target on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $341.82.

MACOM Technology Solutions 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.