Baird Financial Group Inc. Makes New $4.04 Million Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Baird Financial Group Inc. purchased a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, HoldingsChannel reports. The institutional investor purchased 28,170 shares of the semiconductor company’s stock, valued at approximately $4,036,000.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in MTSI. Hantz Financial Services Inc. lifted its holdings in shares of MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 134 shares during the period. Maseco LLP acquired a new stake in MACOM Technology Solutions during the 2nd quarter worth $48,000. SVB Wealth LLC purchased a new position in MACOM Technology Solutions in the 1st quarter worth approximately $34,000. Bessemer Group Inc. grew its holdings in MACOM Technology Solutions by 44.0% in the 2nd quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock valued at $50,000 after buying an additional 106 shares in the last quarter. Finally, First Horizon Advisors Inc. increased its position in MACOM Technology Solutions by 112.9% during the second quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock worth $52,000 after purchasing an additional 192 shares during the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Stephen G. Daly sold 20,000 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $173.16, for a total transaction of $3,463,200.00. Following the completion of the transaction, the chief executive officer directly owned 54,217 shares of the company’s stock, valued at $9,388,215.72. This trade represents a 26.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Ambra R. Roth sold 17,268 shares of the firm’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $160.91, for a total value of $2,778,593.88. Following the transaction, the senior vice president directly owned 9,837 shares of the company’s stock, valued at $1,582,871.67. The trade was a 63.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 1,848,111 shares of company stock valued at $276,414,001. Corporate insiders own 16.30% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently weighed in on MTSI. Benchmark increased their price target on MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Zacks Research raised MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a report on Wednesday, August 20th. Needham & Company LLC increased their target price on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a research report on Thursday, November 6th. Barclays boosted their price objective on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Finally, Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $169.44.

MACOM Technology Solutions Price Performance

Shares of NASDAQ MTSI opened at $186.23 on Thursday. MACOM Technology Solutions Holdings, Inc. has a one year low of $84.00 and a one year high of $190.95. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71. The firm has a market capitalization of $13.95 billion, a P/E ratio of -229.91, a PEG ratio of 2.64 and a beta of 1.47. The company’s fifty day moving average is $154.91 and its two-hundred day moving average is $139.80.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, November 6th. The semiconductor company reported $0.94 EPS for the quarter, topping the consensus estimate of $0.93 by $0.01. The business had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The company’s quarterly revenue was up 3.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.73 EPS. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

About MACOM Technology Solutions

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.