Ranger Investment Management L.P. Makes New Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Ranger Investment Management L.P. purchased a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 3rd quarter, Holdings Channel reports. The firm purchased 117,840 shares of the semiconductor company’s stock, valued at approximately $14,670,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Hantz Financial Services Inc. boosted its holdings in MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 134 shares during the last quarter. Parkside Financial Bank & Trust lifted its position in MACOM Technology Solutions by 282.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after buying an additional 240 shares in the last quarter. Bessemer Group Inc. lifted 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 worth $50,000 after buying an additional 106 shares in the last quarter. First Horizon Advisors Inc. boosted its stake in shares of MACOM Technology Solutions by 112.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock worth $52,000 after buying an additional 192 shares during the last quarter. Finally, Advisors Asset Management Inc. grew its holdings in shares of MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after acquiring an additional 161 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

MACOM Technology Solutions Trading Up 3.6%

Shares of MACOM Technology Solutions stock opened at $235.98 on Friday. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. The business has a fifty day simple moving average of $193.20 and a two-hundred day simple moving average of $157.39. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $236.80. The company has a market capitalization of $17.70 billion, a price-to-earnings ratio of -291.11, a P/E/G ratio of 4.01 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.99 by $0.03. The company had revenue of $271.61 million for the quarter, compared to analyst estimates of $269.02 million. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The company’s revenue was up 24.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Bank of America upped their price objective on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Susquehanna began coverage on shares of MACOM Technology Solutions in a research report on Monday, December 15th. They set a “neutral” rating and a $200.00 price target on the stock. Finally, Stifel Nicolaus increased their price target on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a research note on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $210.00.

Insider Transactions at MACOM Technology Solutions

In other news, major shareholder Susan Ocampo sold 121,067 shares of the stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the transaction, the insider owned 4,478,323 shares in the company, valued at approximately $851,194,852.61. This trade represents a 2.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Ambra R. Roth sold 17,268 shares of MACOM Technology Solutions stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $160.91, for a total value of $2,778,593.88. Following the sale, the senior vice president directly owned 9,837 shares of the company’s stock, valued at approximately $1,582,871.67. The trade was a 63.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 519,964 shares of company stock worth $99,832,735 over the last three months. Company insiders own 0.36% of the company’s stock.

MACOM Technology Solutions News Summary

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Q1 results beat on both EPS and revenue: MACOM reported $1.02 EPS vs. $0.99 consensus and revenue of $271.6M (up ~24.5% YoY), signaling solid top-line growth. Read More.
• Positive Sentiment: Upbeat Q2 guidance materially above estimates: company guided to EPS $1.050–1.090 and revenue $281M–$289M versus consensus EPS ~$0.93 and revenue ~$275M — a driver of stronger near-term earnings expectations. Read More.
• Positive Sentiment: Analysts and media highlighted the beat-and-raise: several outlets and analysts raised targets and reiterated buys after the quarter, supporting momentum and sentiment. Read More.
• Neutral Sentiment: Management commentary and detail available from the earnings call/transcript — helpful for investors wanting color on demand drivers (data center, telecom, optical) and margin trajectory. Read More.
• Neutral Sentiment: Valuation write-ups surfaced after the results, discussing whether the stronger growth and guidance justify higher targets — useful for re-rating assessment. Read More.
• Negative Sentiment: Large insider sell-offs: major shareholder Susan Ocampo sold 100,000 shares (~$23M) and an SVP sold ~5,274 shares recently — raises short-term governance/lockup/markup questions and can weigh on sentiment. Read More.
• Negative Sentiment: Another disclosure shows the SVP sale (5,274 shares, ~$1.19M) — recurring insider sales by executives may temper enthusiasm despite strong results. Read More.

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.