Vise Technologies Inc. Takes Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Vise Technologies Inc. purchased a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,912 shares of the semiconductor company’s stock, valued at approximately $274,000.

A number of other institutional investors have also modified their holdings of MTSI. AQR Capital Management LLC boosted its position in MACOM Technology Solutions by 5,891.8% during the first quarter. AQR Capital Management LLC now owns 247,400 shares of the semiconductor company’s stock worth $23,510,000 after acquiring an additional 243,271 shares during the last quarter. Nuveen LLC acquired a new stake in shares of MACOM Technology Solutions during the first quarter worth $23,767,000. Bank of New York Mellon Corp grew its position in shares of MACOM Technology Solutions by 52.2% in the second quarter. Bank of New York Mellon Corp now owns 628,882 shares of the semiconductor company’s stock valued at $90,113,000 after purchasing an additional 215,578 shares during the period. Geneva Capital Management LLC acquired a new position in MACOM Technology Solutions in the second quarter valued at $24,679,000. Finally, Ieq Capital LLC purchased a new position in MACOM Technology Solutions during the first quarter worth about $16,389,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

Insider Buying and Selling

In other news, CFO John Kober sold 972 shares of the stock in a transaction on Monday, November 10th. The stock was sold at an average price of $175.63, for a total transaction of $170,712.36. Following the completion of the sale, the chief financial officer owned 55,640 shares in the company, valued at approximately $9,772,053.20. This represents a 1.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Stephen G. Daly sold 20,000 shares of the business’s stock in a transaction on Monday, November 10th. The stock was sold at an average price of $175.73, for a total value of $3,514,600.00. Following the sale, the chief executive officer directly owned 74,217 shares in the company, valued at $13,042,153.41. This trade represents a 21.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,792,190 shares of company stock worth $250,743,848 in the last ninety days. 16.30% of the stock is currently owned by corporate insiders.

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $159.83 on Tuesday. The stock’s 50 day moving average price is $139.84 and its 200 day moving average price is $133.54. The company has a debt-to-equity ratio of 0.32, a current ratio of 3.83 and a quick ratio of 3.10. The stock has a market cap of $11.90 billion, a price-to-earnings ratio of -158.25, a PEG ratio of 2.26 and a beta of 1.52. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $84.00 and a 12 month high of $179.38.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The company had revenue of $261.17 million for the quarter, compared to the consensus estimate of $260.16 million. During the same quarter in the previous year, the business earned $0.73 EPS. The company’s quarterly revenue was up 3.6% compared to the same quarter last year. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research firms have recently commented on MTSI. TD Cowen upped their price objective on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Truist Financial reiterated a “buy” rating and set a $180.00 target price (up from $158.00) on shares of MACOM Technology Solutions in a report on Friday, November 7th. Needham & Company LLC increased their price objective 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. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of MACOM Technology Solutions in a report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average price target of $169.44.

MACOM Technology Solutions 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.