Envestnet Portfolio Solutions Inc. Purchases 8,065 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Envestnet Portfolio Solutions Inc. boosted its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 289.2% in the third quarter, Holdings Channel.com reports. The institutional investor owned 10,854 shares of the semiconductor company’s stock after acquiring an additional 8,065 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in MACOM Technology Solutions were worth $1,351,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in MTSI. Hantz Financial Services Inc. grew its holdings in shares of MACOM Technology Solutions by 174.0% in the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after purchasing an additional 134 shares in the last quarter. Parkside Financial Bank & Trust lifted its position in MACOM Technology Solutions by 282.4% during the third quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 240 shares during the last quarter. Advisors Asset Management Inc. grew its stake in shares of MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after buying an additional 161 shares in the last quarter. Bessemer Group Inc. increased its holdings in shares of MACOM Technology Solutions by 44.0% in the 2nd quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock worth $50,000 after buying an additional 106 shares during the last quarter. Finally, First Horizon Advisors Inc. raised its position in shares of MACOM Technology Solutions by 112.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock valued at $52,000 after buying an additional 192 shares in the last quarter. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $219.20 on Wednesday. The stock has a market cap of $16.44 billion, a price-to-earnings ratio of -270.61, a price-to-earnings-growth ratio of 4.08 and a beta of 1.43. The firm has a 50-day moving average of $184.64 and a two-hundred day moving average of $153.44. 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.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. The firm had revenue of $261.17 million during 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%.MACOM Technology Solutions’s quarterly revenue was up 3.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. On average, research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms recently commented on MTSI. Zacks Research upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, December 31st. Bank of America raised their price objective on MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Weiss Ratings downgraded MACOM Technology Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 12th. Finally, Needham & Company LLC boosted their price objective 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. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $190.50.

Insider Transactions at MACOM Technology Solutions

In other news, major shareholder Susan Ocampo sold 121,067 shares of the firm’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the transaction, the insider owned 4,478,323 shares in the company, valued at approximately $851,194,852.61. This trade represents a 2.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Ambra R. Roth sold 17,268 shares of the company’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $160.91, for a total transaction of $2,778,593.88. Following the completion of the sale, the senior vice president directly owned 9,837 shares of the company’s stock, valued at approximately $1,582,871.67. This trade represents a 63.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 589,907 shares of company stock worth $104,362,167 over the last quarter. 0.36% of the stock is owned by corporate insiders.

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.