2,491 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Purchased by Kopp Family Office LLC

Kopp Family Office LLC bought a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 3rd quarter, HoldingsChannel reports. The firm bought 2,491 shares of the semiconductor company’s stock, valued at approximately $709,000. MACOM Technology Solutions makes up about 0.4% of Kopp Family Office LLC’s investment portfolio, making the stock its 19th largest position.

A number of other large investors have also recently made changes to their positions in the stock. Crossmark Global Holdings Inc. grew its stake in MACOM Technology Solutions by 16.6% during the 3rd quarter. Crossmark Global Holdings Inc. now owns 5,103 shares of the semiconductor company’s stock valued at $1,453,000 after purchasing an additional 726 shares during the last quarter. Quadrant Capital Group LLC raised its position in MACOM Technology Solutions by 8.1% during the 3rd quarter. Quadrant Capital Group LLC now owns 9,505 shares of the semiconductor company’s stock worth $2,935,000 after buying an additional 715 shares during the last quarter. Diversify Advisory Services LLC purchased a new position in MACOM Technology Solutions during the 3rd quarter worth approximately $212,000. Vontobel Holding Ltd. raised its position in MACOM Technology Solutions by 757.0% during the 3rd quarter. Vontobel Holding Ltd. now owns 33,191 shares of the semiconductor company’s stock worth $9,453,000 after buying an additional 29,318 shares during the last quarter. Finally, V Square Quantitative Management LLC lifted its stake in MACOM Technology Solutions by 463.2% during the 3rd quarter. V Square Quantitative Management LLC now owns 321 shares of the semiconductor company’s stock valued at $91,000 after acquiring an additional 264 shares during the period. 76.14% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, SVP Ambra R. Roth sold 653 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $300.00, for a total transaction of $195,900.00. Following the completion of the transaction, the senior vice president directly owned 9,184 shares of the company’s stock, valued at $2,755,200. The trade was a 6.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Dennehy sold 252 shares of the business’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $275.20, for a total transaction of $69,350.40. Following the completion of the transaction, the chief operating officer owned 12,758 shares of the company’s stock, valued at approximately $3,511,001.60. This represents a 1.94% 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. In the last 90 days, insiders have sold 8,294 shares of company stock worth $2,674,656. Corporate insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Stock Up 3.8%

Shares of MTSI opened at $273.05 on Thursday. The company has a market capitalization of $20.85 billion, a price-to-earnings ratio of 87.80, a PEG ratio of 0.87 and a beta of 1.77. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $133.35 and a 52 week high of $418.90. The stock’s 50-day moving average price is $282.61 and its 200-day moving average price is $307.03. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, beating the consensus estimate of $1.35 by $0.05. The company had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%. MACOM Technology Solutions’s quarterly revenue was up 35.8% on a year-over-year basis. During the same period last year, the business earned $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, sell-side analysts predict that MACOM Technology Solutions Holdings, Inc. will post 4.26 EPS for the current year.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on MTSI shares. Susquehanna dropped their price objective on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a report on Tuesday, July 21st. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Benchmark began coverage on shares of MACOM Technology Solutions in a report on Thursday, August 13th. They set a “buy” rating and a $375.00 target price for the company. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Monday, August 24th. Finally, Needham & Company LLC boosted their target price on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $341.25.

About MACOM Technology Solutions

MACOM Technology Solutions Holdings, Inc develops and manufactures high-performance semiconductor products for applications involving radio frequency, microwave, millimeter-wave, analog, mixed-signal and optical technologies. Its offerings include integrated circuits, discrete components, modules and semiconductor devices designed to support communications, connectivity and sensing systems.

The company serves markets including telecommunications, data centers, aerospace and defense, industrial, automotive and consumer applications.