2,042 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Purchased by Machina Capital S.A.S.

Machina Capital S.A.S. acquired a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the second quarter, HoldingsChannel reports. The fund acquired 2,042 shares of the semiconductor company’s stock, valued at approximately $293,000.

Other institutional investors have also recently added to or reduced their stakes in the company. South Dakota Investment Council purchased a new stake in shares of MACOM Technology Solutions in the second quarter valued at about $860,000. State of Michigan Retirement System lifted its holdings in shares of MACOM Technology Solutions by 0.7% in the second quarter. State of Michigan Retirement System now owns 14,300 shares of the semiconductor company’s stock valued at $2,049,000 after purchasing an additional 100 shares in the last quarter. Geneva Capital Management LLC purchased a new stake in shares of MACOM Technology Solutions in the second quarter valued at about $24,679,000. Wolverine Asset Management LLC purchased a new stake in shares of MACOM Technology Solutions in the second quarter valued at about $1,795,000. Finally, Strs Ohio lifted its holdings in shares of MACOM Technology Solutions by 30.9% in the second quarter. Strs Ohio now owns 43,078 shares of the semiconductor company’s stock valued at $6,173,000 after purchasing an additional 10,178 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on MTSI. Weiss Ratings reissued a “sell (d+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, October 8th. Stifel Nicolaus boosted their price objective on shares of MACOM Technology Solutions from $140.00 to $155.00 and gave the company a “buy” rating in a research report on Friday, July 18th. TD Cowen began coverage on shares of MACOM Technology Solutions in a research report on Wednesday, October 1st. They issued a “buy” rating and a $150.00 price objective for the company. 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, Zacks Research raised shares of MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a research report on Wednesday, August 20th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, MACOM Technology Solutions has an average rating of “Moderate Buy” and an average target price of $150.50.

Insider Transactions at MACOM Technology Solutions

In other news, major shareholder Susan Ocampo sold 8,358 shares of the stock in a transaction on Wednesday, October 29th. The shares were sold at an average price of $150.01, for a total value of $1,253,783.58. Following the completion of the sale, the insider owned 2,577,334 shares of the company’s stock, valued at $386,625,873.34. This represents a 0.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Robert Dennehy sold 4,128 shares of the stock in a transaction on Thursday, October 16th. The stock was sold at an average price of $140.02, for a total transaction of $578,002.56. Following the completion of the sale, the senior vice president directly owned 6,552 shares of the company’s stock, valued at $917,411.04. The trade was a 38.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,553,712 shares of company stock valued at $211,008,498 over the last 90 days. Corporate insiders own 16.30% of the company’s stock.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $144.13 on Wednesday. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $154.86. The firm has a fifty day moving average of $133.49 and a 200-day moving average of $129.54. The firm has a market capitalization of $10.73 billion, a P/E ratio of -142.70, a PEG ratio of 2.26 and a beta of 1.48. The company has a quick ratio of 3.10, a current ratio of 3.83 and a debt-to-equity ratio of 0.32.

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

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.