SG Americas Securities LLC Buys 37,817 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

SG Americas Securities LLC raised its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 1,484.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 40,365 shares of the semiconductor company’s stock after buying an additional 37,817 shares during the quarter. SG Americas Securities LLC’s holdings in MACOM Technology Solutions were worth $5,025,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Hantz Financial Services Inc. increased its holdings in shares of MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after acquiring an additional 134 shares in the last quarter. Maseco LLP bought a new position in MACOM Technology Solutions in the 2nd quarter worth about $48,000. Advisors Asset Management Inc. grew its position in MACOM Technology Solutions by 49.7% during the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after purchasing an additional 161 shares during the last quarter. Bessemer Group Inc. grew its position in MACOM Technology Solutions by 44.0% during the 2nd quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock valued at $50,000 after purchasing an additional 106 shares during the last quarter. Finally, First Horizon Advisors Inc. increased its stake in MACOM Technology Solutions by 112.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock valued at $52,000 after purchasing an additional 192 shares in the last quarter. 76.14% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 150,000 shares of the firm’s stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $136.02, for a total value of $20,403,000.00. Following the transaction, the insider directly owned 2,956,606 shares of the company’s stock, valued at approximately $402,157,548.12. This trade represents a 4.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders sold a total of 1,177,908 shares of company stock valued at $187,371,182 over the last 90 days. 16.30% of the stock is currently owned by corporate insiders.

MACOM Technology Solutions Trading Up 4.3%

Shares of MTSI stock opened at $174.87 on Friday. The company has a current ratio of 3.71, a quick ratio of 2.98 and a debt-to-equity ratio of 0.31. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $190.95. The stock has a market capitalization of $13.10 billion, a P/E ratio of -215.89, a P/E/G ratio of 3.26 and a beta of 1.43. The firm’s 50 day moving average is $171.18 and its 200 day moving average is $146.76.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. The business had revenue of $261.17 million during the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The company’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same period in the previous year, the business earned $0.73 EPS. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on MTSI. Barclays upped their target price on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. Weiss Ratings restated a “hold (c-)” rating on shares of MACOM Technology Solutions in a report on Monday, December 29th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday. Needham & Company LLC lifted their target price on MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. Finally, TD Cowen boosted their price target on MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $174.50.

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.