MACOM Technology Solutions (NASDAQ:MTSI) Given New $300.00 Price Target at Susquehanna

MACOM Technology Solutions (NASDAQ:MTSI) had its price target reduced by investment analysts at Susquehanna from $350.00 to $300.00 in a research note issued on Tuesday,Benzinga reports. The firm presently has a “neutral” rating on the semiconductor company’s stock. Susquehanna’s price target suggests a potential upside of 8.83% from the company’s previous close.

MTSI has been the subject of a number of other research reports. Bank of America boosted their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Stifel Nicolaus boosted their price objective on MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, June 27th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Finally, JPMorgan Chase & Co. upped their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, MACOM Technology Solutions has an average rating of “Moderate Buy” and an average price target of $330.45.

MACOM Technology Solutions Stock Up 2.2%

Shares of MTSI stock traded up $5.87 during mid-day trading on Tuesday, hitting $275.67. The company’s stock had a trading volume of 70,312 shares, compared to its average volume of 1,460,171. MACOM Technology Solutions has a 52-week low of $118.16 and a 52-week high of $418.90. The business has a 50-day moving average price of $356.29 and a 200 day moving average price of $279.51. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The stock has a market cap of $21.03 billion, a price-to-earnings ratio of 118.69, a PEG ratio of 2.19 and a beta of 1.65.

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

Insider Activity at MACOM Technology Solutions

In related news, Director Peter Y. Chung sold 43,268 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the sale, the director owned 6,781 shares in the company, valued at approximately $2,564,574.20. This represents a 86.45% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CFO John Kober sold 7,644 shares of MACOM Technology Solutions stock in a transaction on Monday, May 18th. The stock was 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 of the company’s stock, valued at $14,719,191. The trade was a 15.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 company insiders.

Hedge Funds Weigh In On MACOM Technology Solutions

Large investors have recently made changes to their positions in the company. Vanguard Group Inc. raised its position in MACOM Technology Solutions by 2.2% in the 4th quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock worth $1,237,515,000 after purchasing an additional 157,343 shares during the period. Price T Rowe Associates Inc. MD boosted its position in shares of MACOM Technology Solutions by 7.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock valued at $331,374,000 after buying an additional 136,262 shares during the period. Geode Capital Management LLC boosted its position in shares of MACOM Technology Solutions by 3.0% during the fourth quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock valued at $217,073,000 after buying an additional 37,222 shares during the period. GW&K Investment Management LLC grew its stake in shares of MACOM Technology Solutions by 6.1% during the fourth quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock valued at $208,609,000 after buying an additional 70,167 shares during the last quarter. Finally, Wellington Management Group LLP grew its stake in shares of MACOM Technology Solutions by 3.0% during the fourth quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock valued at $173,947,000 after buying an additional 29,131 shares during the last quarter. 76.14% of the stock is owned by hedge funds and other institutional investors.

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.