Rice Hall James & Associates LLC Makes New Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Rice Hall James & Associates LLC purchased a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 10,719 shares of the semiconductor company’s stock, valued at approximately $4,077,000.

Other institutional investors have also recently made changes to their positions in the company. Bell Investment Advisors Inc bought a new stake in shares of MACOM Technology Solutions in the second quarter valued at about $49,000. GHP Investment Advisors Inc. bought a new position in MACOM Technology Solutions during the 1st quarter worth about $31,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in MACOM Technology Solutions during the 2nd quarter valued at about $67,000. Measured Wealth Private Client Group LLC bought a new stake in shares of MACOM Technology Solutions in the 4th quarter valued at about $30,000. Finally, Advisory Services Network LLC bought a new stake in shares of MACOM Technology Solutions in the 3rd quarter valued at about $25,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Insider Buying and Selling at MACOM Technology Solutions

In other news, CEO Stephen G. Daly sold 15,828 shares of the stock in a transaction on Friday, May 29th. The stock was sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the sale, the chief executive officer owned 38,389 shares in the company, valued at approximately $14,040,776.75. This represents a 29.19% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the firm’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the sale, the senior vice president directly owned 29,756 shares of the company’s stock, valued at $11,422,435.72. The trade was a 8.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.36% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 24th. HC Wainwright reissued a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Barclays upped their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $341.82.

MACOM Technology Solutions Stock Up 3.5%

NASDAQ:MTSI opened at $327.53 on Tuesday. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $118.28 and a fifty-two week high of $418.90. The stock has a market capitalization of $25.01 billion, a P/E ratio of 105.32, a P/E/G ratio of 1.99 and a beta of 1.70. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. The company’s 50-day simple moving average is $318.11 and its 200-day simple moving average is $290.99.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The firm had revenue of $342.24 million for the quarter, compared to the consensus estimate of $336.08 million. During the same quarter in the previous year, the firm earned $0.90 EPS. The company’s quarterly revenue was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, equities analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.76 earnings per share for the current fiscal year.

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.