Magnetar Financial LLC Acquires New Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Magnetar Financial LLC bought a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 9,945 shares of the semiconductor company’s stock, valued at approximately $1,238,000.

Several other hedge funds also recently bought and sold shares of MTSI. Bank of Montreal Can lifted its holdings in MACOM Technology Solutions by 6.4% during the third quarter. Bank of Montreal Can now owns 124,212 shares of the semiconductor company’s stock worth $15,463,000 after acquiring an additional 7,519 shares in the last quarter. Swiss National Bank increased its holdings in shares of MACOM Technology Solutions by 1.6% in the third quarter. Swiss National Bank now owns 122,550 shares of the semiconductor company’s stock worth $15,256,000 after acquiring an additional 1,900 shares in the last quarter. Russell Investments Group Ltd. raised its position in shares of MACOM Technology Solutions by 167.4% during the third quarter. Russell Investments Group Ltd. now owns 31,252 shares of the semiconductor company’s stock worth $3,891,000 after purchasing an additional 19,563 shares during the period. Schroder Investment Management Group lifted its holdings in shares of MACOM Technology Solutions by 13.1% during the 3rd quarter. Schroder Investment Management Group now owns 469,040 shares of the semiconductor company’s stock valued at $57,828,000 after purchasing an additional 54,239 shares in the last quarter. Finally, Inceptionr LLC bought a new position in shares of MACOM Technology Solutions during the 3rd quarter valued at about $444,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 261,763 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total value of $66,600,360.09. Following the sale, the insider directly owned 3,759,895 shares in the company, valued at approximately $956,630,084.85. The trade was a 6.51% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO John Kober sold 7,196 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.07, for a total transaction of $1,749,131.72. Following the sale, the chief financial officer directly owned 48,508 shares in the company, valued at $11,790,839.56. This trade represents a 12.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 753,113 shares of company stock worth $184,368,095 in the last three months. 0.36% of the stock is currently owned by company insiders.

MACOM Technology Solutions Trading Down 3.0%

NASDAQ:MTSI opened at $215.94 on Friday. The company has a market cap of $16.20 billion, a P/E ratio of 101.38, a price-to-earnings-growth ratio of 4.25 and a beta of 1.41. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $84.00 and a twelve month high of $258.98. The business has a 50 day moving average price of $223.16 and a two-hundred day moving average price of $175.84. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million for the quarter, compared to the consensus estimate of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The firm’s revenue was up 24.5% compared to the same quarter last year. During the same period last year, the company earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on MTSI. Susquehanna began coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They set a “neutral” rating and a $200.00 target price for the company. Bank of America lifted their price target on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Needham & Company LLC restated a “buy” rating and set a $250.00 price objective on shares of MACOM Technology Solutions in a report on Friday, February 6th. Finally, Wall Street Zen cut shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and an average target price of $228.27.

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.