MACOM Technology Solutions (NASDAQ:MTSI) Hits New 1-Year High – Here’s What Happened

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI)’s share price reached a new 52-week high on Wednesday . The company traded as high as $248.28 and last traded at $245.59, with a volume of 1215152 shares. The stock had previously closed at $244.16.

Analyst Ratings Changes

A number of research firms have recently commented on MTSI. Stifel Nicolaus boosted their price target on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a research report on Friday, February 6th. JPMorgan Chase & Co. lifted their price objective on MACOM Technology Solutions from $165.00 to $240.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Bank of America raised their price target on MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. Finally, Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $228.27.

MACOM Technology Solutions Trading Up 0.6%

The stock has a fifty day moving average of $202.36 and a two-hundred day moving average of $163.33. The company has a market capitalization of $18.42 billion, a PE ratio of 115.30, a PEG ratio of 4.69 and a beta of 1.44. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The business had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The business’s quarterly revenue was up 24.5% on a year-over-year basis. During the same period last year, the business earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, sell-side analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Insider Buying and Selling

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 5,274 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $226.06, for a total transaction of $1,192,240.44. Following the completion of the sale, the senior vice president directly owned 38,604 shares in the company, valued at $8,726,820.24. This represents a 12.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, major shareholder Susan Ocampo sold 121,067 shares of MACOM Technology Solutions stock in a transaction dated 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 transaction, the insider owned 4,478,323 shares in the company, valued at approximately $851,194,852.61. This represents a 2.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 653,523 shares of company stock worth $137,666,681 in the last 90 days. 0.36% of the stock is owned by company insiders.

Institutional Trading of MACOM Technology Solutions

A number of institutional investors have recently made changes to their positions in MTSI. Measured Wealth Private Client Group LLC bought a new position in shares of MACOM Technology Solutions in the fourth quarter worth approximately $30,000. Advisory Services Network LLC purchased a new stake in MACOM Technology Solutions during the 3rd quarter valued at $25,000. Hantz Financial Services Inc. grew its holdings in MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after acquiring an additional 134 shares during the last quarter. EverSource Wealth Advisors LLC increased its position in shares of MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 93 shares during the period. Finally, Bayforest Capital Ltd bought a new position in shares of MACOM Technology Solutions during the fourth quarter valued at about $39,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Company 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.