SG Americas Securities LLC Grows Position in MACOM Technology Solutions Holdings, Inc. $MTSI

SG Americas Securities LLC lifted its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 1,484.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 40,365 shares of the semiconductor company’s stock after purchasing an additional 37,817 shares during the period. SG Americas Securities LLC owned about 0.05% of MACOM Technology Solutions worth $5,025,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. Hantz Financial Services Inc. boosted its position in MACOM Technology Solutions by 174.0% during 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 purchased a new position in shares of MACOM Technology Solutions in the second quarter valued at about $48,000. Advisors Asset Management Inc. raised its stake in shares of MACOM Technology Solutions by 49.7% during the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after acquiring an additional 161 shares during the last quarter. Bessemer Group Inc. raised 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 valued at $50,000 after acquiring an additional 106 shares during the last quarter. Finally, First Horizon Advisors Inc. boosted its holdings in shares of 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 period. 76.14% of the stock is owned by hedge funds and other institutional investors.

MACOM Technology Solutions Stock Up 4.3%

Shares of NASDAQ:MTSI opened at $174.87 on Friday. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $190.95. The firm has a market capitalization of $13.10 billion, a P/E ratio of -215.89, a P/E/G ratio of 3.26 and a beta of 1.43. The stock has a 50 day moving average price of $171.18 and a 200-day moving average price of $146.76. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71.

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, beating the consensus estimate of $0.93 by $0.01. The company 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 firm’s revenue was up 3.6% on a year-over-year basis. During the same period in the previous year, the company posted $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Insider Transactions at MACOM Technology Solutions

In related news, SVP Donghyun Thomas Hwang sold 4,372 shares of the business’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $185.63, for a total transaction of $811,574.36. Following the sale, the senior vice president owned 43,878 shares of the company’s stock, valued at $8,145,073.14. The trade was a 9.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Stephen G. Daly sold 20,000 shares of the company’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $173.16, for a total transaction of $3,463,200.00. Following the completion of the sale, the chief executive officer owned 54,217 shares in the company, valued at approximately $9,388,215.72. This trade represents a 26.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 1,177,908 shares of company stock worth $187,371,182. 16.30% of the stock is owned by insiders.

Wall Street Analyst Weigh In

MTSI has been the topic of a number of research analyst reports. Barclays boosted their price target on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday. Susquehanna assumed coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They set a “neutral” rating and a $200.00 target price on the stock. Benchmark upped their target price on MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. Finally, Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Wednesday, December 31st. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $174.50.

MACOM Technology Solutions Company 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.