MACOM Technology Solutions (NASDAQ:MTSI) Coverage Initiated at Susquehanna

Analysts at Susquehanna started coverage on shares of MACOM Technology Solutions (NASDAQ:MTSI) in a note issued to investors on Monday, Marketbeat.com reports. The brokerage set a “neutral” rating and a $200.00 price target on the semiconductor company’s stock. Susquehanna’s target price would suggest a potential upside of 13.84% from the stock’s current price.

A number of other equities research analysts have also recently commented on the stock. Zacks Research raised shares of MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a research note on Wednesday, August 20th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of MACOM Technology Solutions in a report on Wednesday, October 8th. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Needham & Company LLC upped their target price on MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Finally, Barclays boosted their price target on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and a consensus price target of $172.50.

MACOM Technology Solutions Trading Up 0.2%

Shares of MACOM Technology Solutions stock opened at $175.69 on Monday. The company has a 50-day moving average of $158.97 and a two-hundred day moving average of $141.52. The stock has a market cap of $13.16 billion, a PE ratio of -216.90, a price-to-earnings-growth ratio of 2.46 and a beta of 1.47. The company has a current ratio of 3.71, a quick ratio of 2.98 and a debt-to-equity ratio of 0.31. MACOM Technology Solutions has a 12-month low of $84.00 and a 12-month high of $190.95.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The business had revenue of $261.17 million for the quarter, compared to analysts’ expectations 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 revenue was up 3.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.73 EPS. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. On average, research analysts anticipate that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, major shareholder Susan Ocampo sold 121,067 shares of MACOM Technology Solutions stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total value of $23,011,204.69. Following the completion of the sale, the insider owned 4,478,323 shares of the company’s stock, valued at $851,194,852.61. The trade was a 2.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Charles R. Bland sold 4,000 shares of the stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $165.00, for a total value of $660,000.00. Following the transaction, the director owned 15,362 shares in the company, valued at $2,534,730. This trade represents a 20.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,545,384 shares of company stock valued at $236,248,385. 16.30% of the stock is currently owned by insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of institutional investors have recently bought and sold shares of MTSI. Allworth Financial LP raised its stake in MACOM Technology Solutions by 22.6% during the third quarter. Allworth Financial LP now owns 4,551 shares of the semiconductor company’s stock worth $567,000 after purchasing an additional 840 shares during the period. Swiss Life Asset Management Ltd increased its holdings in shares of MACOM Technology Solutions by 74.7% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 2,870 shares of the semiconductor company’s stock worth $357,000 after buying an additional 1,227 shares during the last quarter. Polar Asset Management Partners Inc. raised its position in shares of MACOM Technology Solutions by 14.8% in the 3rd quarter. Polar Asset Management Partners Inc. now owns 286,760 shares of the semiconductor company’s stock worth $35,699,000 after buying an additional 36,995 shares during the period. Coldstream Capital Management Inc. boosted its holdings in MACOM Technology Solutions by 3.5% in the third quarter. Coldstream Capital Management Inc. now owns 3,571 shares of the semiconductor company’s stock valued at $445,000 after acquiring an additional 121 shares during the last quarter. Finally, Danske Bank A S purchased a new stake in MACOM Technology Solutions during the third quarter valued at about $100,000. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

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.