2,237 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Bought by North Dakota State Investment Board

North Dakota State Investment Board bought a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund bought 2,237 shares of the semiconductor company’s stock, valued at approximately $383,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of MTSI. Wellington Management Group LLP grew its stake in MACOM Technology Solutions by 180.6% during the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after purchasing an additional 634,903 shares in the last quarter. Bessemer Group Inc. grew its stake in MACOM Technology Solutions by 170,782.0% during the 4th quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock worth $97,465,000 after purchasing an additional 568,704 shares in the last quarter. Rafferty Asset Management LLC acquired a new position in MACOM Technology Solutions during the 3rd quarter worth $67,486,000. FengHe Fund Management Pte. Ltd. acquired a new position in MACOM Technology Solutions during the 4th quarter worth $90,663,000. Finally, Vanguard Group Inc. grew its stake in MACOM Technology Solutions by 5.9% during the 3rd quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock worth $879,865,000 after purchasing an additional 392,365 shares in the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

Insider Activity at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 2,595 shares of the business’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $360.64, for a total value of $935,860.80. Following the completion of the sale, the senior vice president directly owned 32,376 shares of the company’s stock, valued at approximately $11,676,080.64. The trade was a 7.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $378.20, for a total value of $16,363,957.60. Following the completion of the sale, the director directly owned 6,781 shares of the company’s stock, valued at $2,564,574.20. The trade was a 86.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 397,135 shares of company stock worth $107,430,282 over the last three months. Company insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Stock Up 1.5%

Shares of NASDAQ MTSI opened at $385.98 on Friday. The company has a market capitalization of $29.45 billion, a price-to-earnings ratio of 167.09, a price-to-earnings-growth ratio of 3.15 and a beta of 1.60. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. The business has a 50-day moving average of $279.04 and a two-hundred day moving average of $226.73. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $118.16 and a 1 year high of $401.24.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. The company had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.MACOM Technology Solutions’s revenue for the quarter was up 22.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.65 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts recently commented on MTSI shares. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. Jefferies Financial Group lifted their price target on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Bank of America lifted their price target on MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Needham & Company LLC lifted their price target on MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, Truist Financial lifted their price target on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $321.36.

About MACOM Technology Solutions

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.