Rice Hall James & Associates LLC Cuts Stock Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Rice Hall James & Associates LLC decreased its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 18.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 16,878 shares of the semiconductor company’s stock after selling 3,756 shares during the period. Rice Hall James & Associates LLC’s holdings in MACOM Technology Solutions were worth $2,101,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Sowell Financial Services LLC lifted its holdings in shares of MACOM Technology Solutions by 3.9% during the 2nd quarter. Sowell Financial Services LLC now owns 2,135 shares of the semiconductor company’s stock valued at $306,000 after purchasing an additional 80 shares during the last quarter. Wedmont Private Capital raised its stake in MACOM Technology Solutions by 5.4% in the third quarter. Wedmont Private Capital now owns 1,925 shares of the semiconductor company’s stock valued at $246,000 after buying an additional 99 shares during the last quarter. State of Michigan Retirement System boosted its holdings in MACOM Technology Solutions by 0.7% in the second quarter. State of Michigan Retirement System now owns 14,300 shares of the semiconductor company’s stock worth $2,049,000 after acquiring an additional 100 shares in the last quarter. ProShare Advisors LLC grew its stake in shares of MACOM Technology Solutions by 4.1% during the second quarter. ProShare Advisors LLC now owns 2,638 shares of the semiconductor company’s stock worth $378,000 after acquiring an additional 105 shares during the last quarter. Finally, Bessemer Group Inc. grew its stake in shares of MACOM Technology Solutions by 44.0% during the second quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock worth $50,000 after acquiring an additional 106 shares during the last quarter. 76.14% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, SVP Donghyun Thomas Hwang sold 4,372 shares of the business’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $185.63, for a total value of $811,574.36. Following the completion of the transaction, the senior vice president directly owned 43,878 shares in the company, valued at $8,145,073.14. The trade was a 9.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Ambra R. Roth sold 17,268 shares of the firm’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $160.91, for a total transaction of $2,778,593.88. Following the sale, the senior vice president owned 9,837 shares in the company, valued at approximately $1,582,871.67. This represents a 63.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 1,395,384 shares of company stock worth $216,284,885. Corporate insiders own 16.30% of the company’s stock.

MACOM Technology Solutions Trading Down 0.5%

NASDAQ MTSI opened at $175.01 on Friday. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $190.95. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. The company has a market capitalization of $13.11 billion, a PE ratio of -216.06, a P/E/G ratio of 3.26 and a beta of 1.47. The company has a fifty day moving average of $165.58 and a 200 day moving average of $144.08.

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

Analyst Upgrades and Downgrades

MTSI has been the subject of a number of recent analyst reports. Benchmark lifted their target price on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. TD Cowen raised their price target on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Susquehanna initiated coverage on shares of MACOM Technology Solutions in a report on Monday, December 15th. They set a “neutral” rating and a $200.00 price objective on the stock. Wall Street Zen downgraded MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Barclays lifted their price target on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $174.50.

MACOM Technology Solutions Profile

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.