Polar Asset Management Partners Inc. Has $35.70 Million Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Polar Asset Management Partners Inc. lifted its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 14.8% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 286,760 shares of the semiconductor company’s stock after purchasing an additional 36,995 shares during the quarter. Polar Asset Management Partners Inc.’s holdings in MACOM Technology Solutions were worth $35,699,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also made changes to their positions in the business. Merit Financial Group LLC raised its stake in MACOM Technology Solutions by 3.9% in the 3rd quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock valued at $228,000 after acquiring an additional 68 shares during the period. Larson Financial Group LLC boosted its position in MACOM Technology Solutions by 19.4% during the third quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock worth $52,000 after purchasing an additional 68 shares during the period. EverSource Wealth Advisors LLC increased its holdings in shares of MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 93 shares during the last quarter. Wedmont Private Capital increased its holdings in shares of MACOM Technology Solutions by 5.4% in the third quarter. Wedmont Private Capital now owns 1,925 shares of the semiconductor company’s stock valued at $246,000 after purchasing an additional 99 shares during the last quarter. Finally, Vise Technologies Inc. raised its position in shares of MACOM Technology Solutions by 5.3% in the third quarter. Vise Technologies Inc. now owns 2,014 shares of the semiconductor company’s stock valued at $251,000 after purchasing an additional 102 shares during the period. 76.14% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on MTSI shares. Wall Street Zen cut shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday, March 7th. Stifel Nicolaus increased their price target on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a report on Friday, February 6th. Jefferies Financial Group raised their price objective on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Benchmark boosted their price objective on MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Finally, Susquehanna initiated coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They issued a “neutral” rating and a $200.00 target price on the stock. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $228.27.

MACOM Technology Solutions Trading Down 1.1%

Shares of MACOM Technology Solutions stock opened at $218.89 on Thursday. The firm has a 50-day moving average of $227.05 and a 200-day moving average of $178.72. The stock has a market cap of $16.42 billion, a PE ratio of 102.77, a PEG ratio of 3.68 and a beta of 1.41. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $258.98. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96.

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

Insider Buying and Selling at MACOM Technology Solutions

In other news, major shareholder Susan Ocampo sold 261,763 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total transaction of $66,600,360.09. Following the transaction, the insider directly owned 3,759,895 shares of the company’s stock, valued at approximately $956,630,084.85. This trade represents a 6.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO John Kober sold 7,196 shares of MACOM Technology Solutions stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.07, for a total transaction of $1,749,131.72. Following the completion of the sale, the chief financial officer owned 48,508 shares of the company’s stock, valued at approximately $11,790,839.56. The trade was a 12.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 753,113 shares of company stock valued at $184,368,095 over the last ninety days. Company insiders own 0.36% of the company’s stock.

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.