Timothy G. Youngquist 2020 Irrevocable Trust Invests $736,000 in MACOM Technology Solutions Holdings, Inc. $MTSI

Timothy G. Youngquist 2020 Irrevocable Trust acquired a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 1,936 shares of the semiconductor company’s stock, valued at approximately $736,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Advisors Asset Management Inc. boosted its position in shares of MACOM Technology Solutions by 49.7% during the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after buying an additional 161 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in MACOM Technology Solutions by 9.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after buying an additional 13,215 shares during the last quarter. Focus Partners Wealth lifted its stake in MACOM Technology Solutions by 121.3% during the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after acquiring an additional 3,694 shares in the last quarter. Cetera Investment Advisers bought a new position in MACOM Technology Solutions during the 2nd quarter valued at $372,000. Finally, Marshall Wace LLP purchased a new position in MACOM Technology Solutions during the 2nd quarter worth $544,000. 76.14% of the stock is owned by institutional investors.

Analyst Ratings Changes

MTSI has been the subject of several analyst reports. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. JPMorgan Chase & Co. upped their price objective 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. Susquehanna decreased their price objective on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a research note on Tuesday, July 21st. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Finally, Zacks Research downgraded MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and a consensus target price of $341.82.

Insider Transactions at MACOM Technology Solutions

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the transaction, the senior vice president 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of the company’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $365.75, for a total value of $5,789,091.00. Following 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Stock Down 10.6%

MTSI opened at $292.88 on Wednesday. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $118.28 and a 12 month high of $418.90. The company has a market cap of $22.37 billion, a PE ratio of 94.17, a price-to-earnings-growth ratio of 1.99 and a beta of 1.70. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. The company has a 50 day moving average of $316.79 and a 200 day moving average of $291.46.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.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 prior year, the business posted $0.90 earnings per share. The business’s quarterly revenue was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current year.

MACOM Technology Solutions 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.