MACOM Technology Solutions (NASDAQ:MTSI) Trading 7.3% Higher Following Analyst Upgrade

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) traded up 7.3% during mid-day trading on Monday after Jefferies Financial Group raised their price target on the stock from $185.00 to $260.00. Jefferies Financial Group currently has a buy rating on the stock. MACOM Technology Solutions traded as high as $235.94 and last traded at $235.00. 501,050 shares traded hands during mid-day trading, a decline of 66% from the average session volume of 1,472,216 shares. The stock had previously closed at $219.06.

A number of other research firms also recently commented on MTSI. Truist Financial increased their target price on MACOM Technology Solutions from $180.00 to $200.00 and gave the company a “buy” rating in a research report on Friday, December 19th. Zacks Research lowered shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. Needham & Company LLC lifted their price objective on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Stifel Nicolaus upped their target price on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a research report on Friday, January 16th. Finally, Benchmark lifted their price target on MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and a consensus price target of $196.82.

Insiders Place Their Bets

In related news, SVP Donghyun Thomas Hwang sold 5,274 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $226.06, for a total transaction of $1,192,240.44. Following the completion of the transaction, the senior vice president owned 38,604 shares in the company, valued at $8,726,820.24. The trade was a 12.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, major shareholder Susan Ocampo sold 121,067 shares of the stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total value of $23,011,204.69. Following the completion of the sale, the insider owned 4,478,323 shares in the company, valued at approximately $851,194,852.61. The trade was a 2.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 595,181 shares of company stock valued at $105,554,407 over the last quarter. 0.36% of the stock is currently owned by insiders.

Hedge Funds Weigh In On MACOM Technology Solutions

Institutional investors have recently modified their holdings of the stock. Advisors Asset Management Inc. boosted its holdings in shares of MACOM Technology Solutions by 49.7% in the first 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 period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of MACOM Technology Solutions by 9.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock worth $15,778,000 after buying an additional 13,215 shares during the period. Focus Partners Wealth grew its position in shares of MACOM Technology Solutions by 121.3% during the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after buying an additional 3,694 shares in the last quarter. Wealth Enhancement Advisory Services LLC purchased a new position in shares of MACOM Technology Solutions during the second quarter valued at $265,000. Finally, Truist Financial Corp raised its holdings in shares of MACOM Technology Solutions by 1.2% in the second quarter. Truist Financial Corp now owns 38,062 shares of the semiconductor company’s stock valued at $5,454,000 after acquiring an additional 449 shares in the last quarter. 76.14% of the stock is owned by hedge funds and other institutional investors.

MACOM Technology Solutions Price Performance

The firm has a fifty day moving average of $192.01 and a two-hundred day moving average of $156.89. The stock has a market capitalization of $16.13 billion, a P/E ratio of -265.47, a P/E/G ratio of 4.23 and a beta of 1.44. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98.

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

About MACOM Technology Solutions

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.