MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives $335.00 Consensus PT from Brokerages

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has received a consensus rating of “Moderate Buy” from the fourteen analysts that are presently covering the firm, Marketbeat.com reports. Three equities research analysts have rated the stock with a hold recommendation, nine have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 12-month target price among brokers that have updated their coverage on the stock in the last year is $335.00.

A number of equities analysts have weighed in on the company. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Susquehanna boosted their target price on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Finally, Needham & Company LLC upped their price objective on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, May 8th.

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $267.36 on Monday. The company has a market cap of $20.40 billion, a P/E ratio of 115.74, a P/E/G ratio of 2.19 and a beta of 1.65. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. MACOM Technology Solutions has a 52 week low of $118.16 and a 52 week high of $418.90. The business has a fifty day simple moving average of $358.21 and a 200-day simple moving average of $278.84.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. The company had revenue of $288.95 million for the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. MACOM Technology Solutions’s revenue was up 22.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities research analysts forecast that MACOM Technology Solutions will post 3.68 EPS for the current year.

Insider Transactions at MACOM Technology Solutions

In other MACOM Technology Solutions news, CFO John Kober sold 7,644 shares of the stock in a transaction on Monday, May 18th. The shares were sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the transaction, the chief financial officer directly owned 40,972 shares in the company, valued at $14,719,191. This represents a 15.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles R. Bland sold 800 shares of the firm’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $380.00, for a total transaction of $304,000.00. Following the transaction, the director directly owned 14,338 shares of the company’s stock, valued at approximately $5,448,440. This represents a 5.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 78,096 shares of company stock valued at $28,760,941 over the last ninety days. 0.36% of the stock is currently owned by corporate insiders.

Institutional Trading of MACOM Technology Solutions

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Advisory Services Network LLC acquired a new position in shares of MACOM Technology Solutions in the 3rd quarter worth approximately $25,000. Measured Wealth Private Client Group LLC bought a new stake in shares of MACOM Technology Solutions in the 4th quarter valued at approximately $30,000. GHP Investment Advisors Inc. acquired a new stake in shares of MACOM Technology Solutions during the 1st quarter valued at approximately $31,000. Bayforest Capital Ltd acquired a new stake in shares of MACOM Technology Solutions during the 4th quarter valued at approximately $39,000. Finally, Clearstead Advisors LLC lifted its stake in MACOM Technology Solutions by 156.5% during the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 144 shares during the last quarter. 76.14% of the stock is owned by institutional investors.

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.