Callan Family Office LLC Buys New Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Callan Family Office LLC bought a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the second quarter, HoldingsChannel reports. The fund bought 2,975 shares of the semiconductor company’s stock, valued at approximately $1,132,000.

Other large investors have also recently bought and sold shares of the company. Advisory Services Network LLC acquired a new position in shares of MACOM Technology Solutions in the third quarter worth $25,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of MACOM Technology Solutions during the fourth quarter valued at $30,000. GHP Investment Advisors Inc. acquired a new stake in shares of MACOM Technology Solutions during the first quarter valued at $31,000. Clearstead Advisors LLC increased its position in MACOM Technology Solutions by 156.5% during the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 144 shares in the last quarter. Finally, Los Angeles Capital Management LLC purchased a new stake in MACOM Technology Solutions during the 4th quarter worth about $46,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance

Shares of MACOM Technology Solutions stock opened at $257.43 on Tuesday. The stock has a market capitalization of $19.66 billion, a P/E ratio of 82.78, a PEG ratio of 1.53 and a beta of 1.70. 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 business’s fifty day moving average price is $308.12 and its 200 day moving average price is $292.58. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $121.97 and a twelve month high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. The company had revenue of $342.24 million for the quarter, compared to the consensus estimate of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The company’s quarterly revenue was up 35.8% compared to the same quarter last year. During the same period last year, the business posted $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. JPMorgan Chase & Co. upped their target price on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a report on Friday, May 8th. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Zacks Research lowered shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 24th. Benchmark initiated coverage on shares of MACOM Technology Solutions in a research note on Thursday, August 13th. They set a “buy” rating and a $375.00 price objective on the stock. Finally, Truist Financial upped their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research note on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and an average price target of $341.25.

Insider Buying and Selling

In other MACOM Technology Solutions news, CFO John Kober sold 7,389 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the transaction, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at $10,950,744.64. The trade was a 18.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the sale, the chief executive officer owned 38,389 shares of the company’s stock, valued at approximately $14,040,776.75. This represents a 29.19% 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 25,837 shares of company stock valued at $9,204,236. 0.36% of the stock is currently owned by corporate insiders.

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.