EFG Asset Management North America Corp. Makes New $1.92 Million Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

EFG Asset Management North America Corp. purchased a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 15,399 shares of the semiconductor company’s stock, valued at approximately $1,917,000.

A number of other hedge funds have also recently modified their holdings of the company. Hantz Financial Services Inc. raised its stake in MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 134 shares during the period. Parkside Financial Bank & Trust raised its position in shares of MACOM Technology Solutions by 282.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 240 shares during the period. Advisors Asset Management Inc. lifted its holdings in MACOM Technology Solutions by 49.7% in 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. grew its position in MACOM Technology Solutions by 44.0% in 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 period. Finally, First Horizon Advisors Inc. increased its stake 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 acquiring an additional 192 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Insiders Place Their Bets

In related news, SVP Donghyun Thomas Hwang sold 4,372 shares of MACOM Technology Solutions stock in a transaction on Thursday, December 4th. The stock was 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 approximately $8,145,073.14. This trade represents a 9.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, major shareholder Susan Ocampo sold 121,067 shares of the business’s 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 transaction, the insider directly 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 SEC filing for this sale provides additional information. In the last 90 days, insiders sold 589,907 shares of company stock valued at $104,362,167. 0.36% of the stock is owned by company insiders.

MACOM Technology Solutions Stock Up 0.1%

Shares of NASDAQ:MTSI opened at $219.20 on Wednesday. The firm has a market capitalization of $16.44 billion, a PE ratio of -270.61, a price-to-earnings-growth ratio of 4.08 and a beta of 1.43. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $230.82. 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 firm’s 50-day moving average is $184.64 and its two-hundred day moving average is $153.44.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The firm had revenue of $261.17 million during the quarter, compared to analysts’ expectations of $260.16 million. During the same quarter in the previous year, the business posted $0.73 earnings per share. The business’s quarterly revenue 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. Analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on MTSI shares. Susquehanna assumed coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They issued a “neutral” rating and a $200.00 price target on the stock. Needham & Company LLC upped 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. Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, December 31st. Benchmark boosted their price target on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Finally, Truist Financial increased their price objective on shares of MACOM Technology Solutions from $180.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, MACOM Technology Solutions presently has an average rating of “Buy” and an average price target of $190.50.

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.