Sterling Capital Management LLC Has $1.75 Million Stock Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Sterling Capital Management LLC lessened its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 60.0% during the first quarter, Holdings Channel.com reports. The firm owned 7,870 shares of the semiconductor company’s stock after selling 11,815 shares during the period. Sterling Capital Management LLC’s holdings in MACOM Technology Solutions were worth $1,748,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in MTSI. Northwestern Mutual Investment Management Company LLC increased its position in MACOM Technology Solutions by 0.4% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock valued at $2,454,000 after buying an additional 53 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its holdings in MACOM Technology Solutions by 2.3% in the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock worth $479,000 after acquiring an additional 62 shares in the last quarter. Meeder Advisory Services Inc. grew its stake in MACOM Technology Solutions by 3.5% in the fourth quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock valued at $324,000 after acquiring an additional 63 shares during the period. O Shaughnessy Asset Management LLC increased its holdings in shares of MACOM Technology Solutions by 2.4% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock valued at $467,000 after acquiring an additional 63 shares in the last quarter. Finally, Larson Financial Group LLC raised its position in shares of 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. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts have commented on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday. JPMorgan Chase & Co. upped their target price on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Finally, Loop Capital began coverage on shares of MACOM Technology Solutions in a research report on Friday, April 10th. They issued a “buy” rating and a $300.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $335.00.

MACOM Technology Solutions Price Performance

MTSI opened at $372.59 on Tuesday. 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 company has a market capitalization of $28.43 billion, a price-to-earnings ratio of 161.30, a P/E/G ratio of 3.03 and a beta of 1.66. The firm’s fifty day moving average price is $352.93 and its two-hundred day moving average price is $265.46. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $118.16 and a 1 year high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The firm had revenue of $288.95 million during the quarter, compared to analyst estimates of $285.20 million. During the same quarter in the prior year, the business posted $0.85 EPS. The business’s revenue was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, Director Peter Y. Chung sold 43,268 shares of the 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 owned 6,781 shares in the company, valued at approximately $2,564,574.20. This trade represents a 86.45% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Charles R. Bland sold 800 shares of MACOM Technology Solutions stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $380.00, for a total transaction of $304,000.00. Following the transaction, the director directly owned 14,338 shares in the company, valued at approximately $5,448,440. This represents a 5.28% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 78,096 shares of company stock worth $28,760,941 in the last ninety days. 0.36% of the stock is owned by corporate insiders.

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.