MACOM Technology Solutions Holdings, Inc. $MTSI Shares Purchased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC boosted its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 302.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,060 shares of the semiconductor company’s stock after acquiring an additional 6,810 shares during the period. Concurrent Investment Advisors LLC’s holdings in MACOM Technology Solutions were worth $3,446,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of MTSI. Advisory Services Network LLC acquired a new stake in shares of MACOM Technology Solutions during the third quarter worth about $25,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of MACOM Technology Solutions in the 4th quarter valued at about $30,000. GHP Investment Advisors Inc. acquired a new stake in shares of MACOM Technology Solutions in the 1st quarter valued at about $31,000. Clearstead Advisors LLC grew its stake 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 buying an additional 144 shares during the last quarter. Finally, Los Angeles Capital Management LLC purchased a new position in MACOM Technology Solutions during the 4th quarter worth approximately $46,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

Insider Activity

In other news, SVP Donghyun Hwang sold 2,620 shares of the business’s stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total value of $1,005,739.40. Following the transaction, the senior vice president owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. The trade was a 8.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Dennehy sold 252 shares of the company’s stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $275.20, for a total value of $69,350.40. Following the sale, the chief operating officer owned 12,758 shares of the company’s stock, valued at $3,511,001.60. This trade represents a 1.94% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 10,261 shares of company stock valued at $3,484,495. Company insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have commented on MTSI shares. Benchmark assumed coverage on MACOM Technology Solutions in a research report on Thursday, August 13th. They set a “buy” rating and a $375.00 price target on the stock. BMO Capital Markets assumed coverage on MACOM Technology Solutions in a report on Friday, August 21st. They issued a “market perform” rating and a $335.00 price objective for the company. Susquehanna lowered their target price on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research report on Tuesday, July 21st. Barclays lifted their target price on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Finally, Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $341.25.

MACOM Technology Solutions Stock Performance

NASDAQ MTSI opened at $268.95 on Tuesday. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $121.97 and a 52-week high of $418.90. The business’s 50-day moving average price is $285.53 and its 200 day moving average price is $294.74. The firm has a market cap of $20.54 billion, a P/E ratio of 86.48, a P/E/G ratio of 1.49 and a beta of 1.71.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, beating the consensus estimate of $1.35 by $0.05. The firm had revenue of $342.24 million during 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 firm’s revenue was up 35.8% compared to the same quarter last year. During the same period in the prior year, the business earned $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, equities research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.26 earnings per share for the current year.

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.