MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives Average Rating of “Moderate Buy” from Analysts

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has been given a consensus rating of “Moderate Buy” by the fourteen brokerages that are presently covering the stock, Marketbeat.com reports. Four analysts have rated the stock with a hold recommendation, nine have given a buy recommendation and one has given a strong buy recommendation to the company. The average 1 year target price among brokerages that have covered the stock in the last year is $341.8182.

MTSI has been the topic of a number of recent analyst reports. Susquehanna dropped their price objective on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a report on Tuesday, July 21st. Stifel Nicolaus boosted their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Needham & Company LLC upped their price target on MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, August 6th. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Finally, Barclays increased their price target on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, May 22nd.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $307.06 on Friday. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. The company has a fifty day simple moving average of $319.37 and a 200-day simple moving average of $289.54. The stock has a market cap of $23.45 billion, a P/E ratio of 98.73, a price-to-earnings-growth ratio of 1.95 and a beta of 1.70. MACOM Technology Solutions has a 12-month low of $118.28 and a 12-month high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, beating the consensus estimate of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The firm had revenue of $342.24 million for the quarter, compared to analyst estimates of $336.08 million. During the same quarter in the prior year, the company posted $0.90 earnings per share. MACOM Technology Solutions’s revenue for the quarter was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Equities analysts expect that MACOM Technology Solutions will post 3.77 EPS for the current fiscal year.

Insider Activity

In related news, CEO Stephen G. Daly sold 15,828 shares of MACOM Technology Solutions stock in a transaction on Friday, May 29th. The shares were sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the sale, the chief executive officer directly owned 38,389 shares in the company, valued at $14,040,776.75. This trade represents a 29.19% decrease in their position. The sale was disclosed in a legal filing 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, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the sale, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This trade represents a 8.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 28,687 shares of company stock worth $10,476,798. Corporate insiders own 0.36% of the company’s stock.

Institutional Trading of MACOM Technology Solutions

Hedge funds and other institutional investors have recently made changes to their positions in the company. Swedbank AB purchased a new position in shares of MACOM Technology Solutions in the 1st quarter valued at approximately $13,059,000. Principal Financial Group Inc. raised its stake in shares of MACOM Technology Solutions by 41.7% during the first quarter. Principal Financial Group Inc. now owns 195,148 shares of the semiconductor company’s stock worth $43,337,000 after purchasing an additional 57,474 shares during the last quarter. Azzad Asset Management Inc. ADV raised its stake in shares of MACOM Technology Solutions by 94.4% during the first quarter. Azzad Asset Management Inc. ADV now owns 20,113 shares of the semiconductor company’s stock worth $4,466,000 after purchasing an additional 9,767 shares during the last quarter. Fifth Third Bancorp lifted its holdings in shares of MACOM Technology Solutions by 2,385.6% during the first quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company’s stock worth $4,101,000 after purchasing an additional 17,725 shares during the period. Finally, Hsbc Holdings PLC lifted its holdings in shares of MACOM Technology Solutions by 5,004.6% during the fourth quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock worth $17,796,000 after purchasing an additional 100,893 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

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.