Emerald Mutual Fund Advisers Trust Has $9.88 Million Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Emerald Mutual Fund Advisers Trust decreased its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 21.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 79,376 shares of the semiconductor company’s stock after selling 21,143 shares during the period. Emerald Mutual Fund Advisers Trust’s holdings in MACOM Technology Solutions were worth $9,882,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Rakuten Investment Management Inc. acquired a new stake in MACOM Technology Solutions in the third quarter valued at about $9,523,000. Verdence Capital Advisors LLC lifted its holdings in shares of MACOM Technology Solutions by 3.7% in the third quarter. Verdence Capital Advisors LLC now owns 3,247 shares of the semiconductor company’s stock worth $404,000 after acquiring an additional 116 shares during the last quarter. Amalgamated Bank boosted its stake in shares of MACOM Technology Solutions by 7.0% in the 3rd quarter. Amalgamated Bank now owns 29,648 shares of the semiconductor company’s stock valued at $3,691,000 after purchasing an additional 1,937 shares in the last quarter. Massachusetts Financial Services Co. MA grew its holdings in shares of MACOM Technology Solutions by 205.3% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 390,450 shares of the semiconductor company’s stock valued at $48,607,000 after purchasing an additional 262,557 shares during the last quarter. Finally, Stephens Investment Management Group LLC increased its position in MACOM Technology Solutions by 0.3% during the 3rd quarter. Stephens Investment Management Group LLC now owns 541,599 shares of the semiconductor company’s stock worth $67,424,000 after purchasing an additional 1,699 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors.

Insider Buying and Selling at MACOM Technology Solutions

In other news, CEO Stephen G. Daly sold 20,000 shares of the stock in a transaction 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 sale, the chief executive officer directly owned 54,217 shares in the company, valued at $9,388,215.72. This represents a 26.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Charles R. Bland sold 4,000 shares of the business’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $165.00, for a total transaction of $660,000.00. Following the completion of the transaction, the director owned 15,362 shares in the company, valued at approximately $2,534,730. The trade was a 20.66% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 784,982 shares of company stock worth $133,189,368. Company insiders own 16.30% of the company’s stock.

MACOM Technology Solutions Stock Down 0.9%

Shares of NASDAQ:MTSI opened at $224.29 on Friday. The firm has a market cap of $16.82 billion, a P/E ratio of -276.90, a P/E/G ratio of 4.22 and a beta of 1.43. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $230.82. The business has a fifty day simple moving average of $181.11 and a 200 day simple moving average of $151.52. The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31.

MACOM Technology Solutions (NASDAQ:MTSI) last issued 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. 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 during the quarter, compared to analysts’ expectations of $260.16 million. During the same quarter in the prior year, the firm posted $0.73 earnings per share. The business’s quarterly revenue was up 3.6% on a year-over-year basis. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Analysts predict 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 topic of a number of research reports. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Benchmark raised their price objective on MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Wednesday, December 31st. Barclays increased their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Finally, Weiss Ratings cut MACOM Technology Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, January 12th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $190.50.

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.